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Ideal Fit
Small businesses in the US and Canada that need reliable bookkeeping, payroll (Intuit), and basic reporting. Best for businesses with simple revenue models and limited inventory.
Use Cases
These are the scenarios where we see the strongest outcomes.
New businesses needing clean bookkeeping from day one: Chart of Accounts, bank feeds, invoicing, and basic P&L reporting.
Businesses using Intuit Payroll, TurboTax, or Mailchimp that want a tightly integrated financial ecosystem.
Service businesses and freelancers needing clear cash flow visibility, invoice tracking, and payment reminders.
Small retailers and eCommerce sellers needing sales data flowing into QuickBooks for accurate bookkeeping.
Setting up QuickBooks for seamless collaboration with your external accountant or bookkeeper.
When you've outgrown QuickBooks and need to migrate to NetSuite or Acumatica, including data migration, CoA mapping, and go-live support.
Packages
Pre-scoped packages with published pricing and defined deliverables.
FAQs
Most QuickBooks setups are live in 1 to 4 weeks. Simple configurations take under a week. More complex setups with integrations take 2 to 4 weeks.
QuickBooks implementation typically costs $3K to $20K depending on complexity and integrations. This is among the lowest implementation costs of any platform we support.
Common triggers: exceeding 25 users, revenue above $5M, needing multi-entity consolidation, advanced inventory management, or outgrowing the reporting capabilities.
Yes. Our migration package includes full data extraction, CoA mapping, 3 years of historical data migration, and reconciliation reporting, typically in 7 to 11 weeks.
We focus on QuickBooks Online. If you're on QuickBooks Desktop, we can help you migrate to QBO or to a larger ERP platform like NetSuite or Acumatica.