CRM & ERP
Signs your business has outgrown spreadsheets
The everyday signs that spreadsheets are holding a growing business back, and how to tell whether you need a CRM, an ERP or just better setup.
QuickBooks setup
Books that stay clean as you grow.
A fixed-price QuickBooks setup, or a cleanup of the file you have, so month-end closes without a fight. We led finance at a company we grew from $0 to $26M, so we set it up the way an owner needs it.
$2,500 USDFixed price for the scope below.
Works withQuickBooksShopify
The work
What you get
A chart of accounts built for your business
Accounts that match how you actually make and spend money, with sales tax set up properly, so the reports answer the questions you ask instead of the ones a template assumed.
Products, services and sales taxes
Set up once and set up correctly, so every invoice and sale carries the right item and the right tax.
Bank feeds and rules
Your accounts connected and rules in place, so most transactions sort themselves and your bookkeeper reviews them instead of re-typing them.
Alongside your bookkeeper
We work with your bookkeeper or accountant, not instead of them, so the setup fits the way they close the month.
A good fit
Who this is for
Businesses starting on QuickBooks
Set it up right from day one, instead of untangling it at year-end.
Owners with a messy file
Years of quick fixes, duplicate accounts and transactions nobody categorized. We clean it up, or tell you plainly when starting fresh is the better option.
Businesses about to connect a store or CRM
Clean books first, so the sync that follows starts right. Connecting a store to QuickBooks is its own fixed-price item.
Why us
We’ve run the finance side ourselves.
We led finance and IT at a company we grew from $0 to $26M and sold.
Pricing
One price, a clear scope.
What the package covers, and what it costs. Anything beyond it is quoted after the free diagnostic, before any work starts.
QuickBooks setup
QuickBooks set up properly, or a messy file cleaned up, so the books stay clean as you grow.
$2,500 USD
Book a free 30-minute diagnostic- Chart of accounts built for your business
- Products, services and sales taxes set up
- Bank feeds and rules connected
Syncing several systems or building custom reporting is scoped after a free diagnostic, with a fixed quote.
Guides
Plain answers, written down.
Questions
Questions about QuickBooks setup.
Can you fix a QuickBooks file that’s already a mess?
Usually, yes. We review what’s there, fix the structure, and set it up so it stays clean. If starting fresh is the better option, we’ll tell you why. Either way, you end up with a chart of accounts that fits the business, sales taxes set up properly and bank feeds that reconcile.
Do you replace our bookkeeper or accountant?
No. We set up the systems and keep data flowing into them. Your bookkeeper and accountant keep doing the accounting, with cleaner books and far less re-typing. We’re glad to work with the bookkeeper you already trust, and they’ll find the books easier to close each month.
Can you connect Shopify to QuickBooks properly?
Yes. Orders, payouts, fees and sales taxes flow from Shopify into QuickBooks so they reconcile cleanly, instead of arriving as one lump sum a day that your bookkeeper has to untangle. It’s one of our fixed-price starting points, the store-to-books sync, and it comes with a short guide for your bookkeeper.
Can we start with one small piece?
Yes. Several services have a fixed-price starting point, like a QuickBooks setup or a Launch website. Start there, and add the next piece when it pays for itself. The pricing page lists every fixed-price starting point, and the free diagnostic tells you which one would pay back fastest for your business.
More
More in automation & QuickBooks.
Your store, CRM and books stay in sync, and the month-end numbers are right the first time.
Next step
Books a mess, or about to be?
Start with a free diagnostic. We’ll look at your file and tell you plainly whether it needs a setup, a cleanup or a fresh start, and what that costs.
What happens next
- You send this form. It takes about a minute.
- We reply within one business day and book a 30-minute call at a time that suits you.
- Within 2 business days you get a written one-page plan: what we’d fix first, and a fixed price. No obligation.
Rather talk first?
Thanks. We’ve got your request.
We’ll reply within one business day to set up your call. Or skip the back-and-forth and pick a time now.