QuickBooks Online setup
New files built properly: company settings, sales tax codes, bank and credit card feeds, opening balances tied to your last filed year end, and users with the right permissions.
Accounting system setup
QuickBooks and Xero setup and support in Calgary
Most accounting problems we are called in to fix are not tax problems. They are a chart of accounts nobody designed and a file the owner has learned not to trust.
Xero setup and migration
Xero implementations, and conversions between Xero, QuickBooks Desktop and QuickBooks Online with the history brought across rather than abandoned.
Chart of accounts design
Accounts and tracking categories that match how you actually run the business — by location, division, job or property — so the profit and loss answers the question you have.
Cleanup
Undeposited funds that never cleared, unreconciled suspense accounts, duplicated vendors, GST posted to the wrong codes. Scoped separately with a fixed price before we start.
The app stack around it
Receipt capture, document management, payment rails and payroll connected to the ledger so data is entered once. We stay platform-neutral and recommend the smallest stack that does the job.
Training and month-end close
A written close checklist, a reporting pack, and training for whoever on your team keeps it running day to day.
Talk to us before you commit to anything
Thirty minutes, no charge, and a straight answer on whether we're the right fit — including when we're not. You'll have the scope and the fee in writing before any work starts.