Accounting Software Setup & Training
Start your bookkeeping with a perfect foundation. We'll set up your QuickBooks or Xero correctly from day one, saving you from costly mistakes.
Garbage In, Garbage Out: The Risk of a Bad Setup
Powerful accounting software like QuickBooks and Xero can transform your business finances, but only if it's set up correctly. A flawed setup—with the wrong chart of accounts or messy bank connections—can lead to inaccurate reports, missed tax deductions, and hours of wasted time trying to fix errors.
The principle is simple: what you put into your software determines the quality of what you get out. Don’t let a poor setup undermine your financial clarity. A small, one-time investment to build a proper foundation will pay for itself many times over.
Our Setup & Training Package
Our one-time setup and training service is designed for new businesses or DIY owners who want to ensure their bookkeeping system is professional and efficient from the start.
This service is perfect for you if:
- You are a new business owner setting up your books for the first time.
- You plan to manage your own bookkeeping but want an expert foundation.
- You are unsure how to create a chart of accounts that fits your industry.
- You want to learn the core functions of your software to manage your finances effectively.
Our Setup & Training Package
Our one-time setup and training service is designed for new businesses or DIY owners who want to ensure their bookkeeping system is professional and efficient from the start.
This service is perfect for you if:
- You are a new business owner setting up your books for the first time.
- You plan to manage your own bookkeeping but want an expert foundation.
- You are unsure how to create a chart of accounts that fits your industry.
- You want to learn the core functions of your software to manage your finances effectively.
What’s Included in Your Setup Package:
- Software Consultation: We help you choose the right software (QuickBooks, Xero, etc.) and subscription level for your business needs.
- Chart of Accounts Setup: We create a professional chart of accounts tailored to your specific industry and reporting requirements.
- Bank Feed Integration: We securely connect your business bank and credit card accounts for automatic transaction importing.
- Customization: We configure basic settings, rules, and invoice templates to streamline your workflow.
- One-on-One Training: We provide a 90-minute virtual training session to teach you how to categorize transactions, run key reports, and reconcile your accounts.
Your Partner for Future Growth
We are passionate about empowering business owners. But as you grow, you may find that your time is better spent on your business, not in your books. When you reach that point, we'll be here and ready to transition you seamlessly to our full-service monthly bookkeeping.
Give us a call on 346.389.5215 or Schedule your software setup today to learn how we can revolutionize the way you manage your bookkeeping.
Why Choose EZQ?
We're a team of experienced bookkeepers, tax professionals, and financial consultants based in Houston. While not a CPA firm, our work is supported and reviewed by licensed CPAs when needed ensuring professional standards every step of the way.
Local insight into Houston's tax & business rules
Clean, compliant monthly bookkeeping
Proactive tax filing & planning
Reliable payroll services
Transparent pricing and responsive support
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