COVID -19 UPDATE: We are accepting both virtual and in-person appointments.

Accounting System Setup

accounting system setup

At Gill Tax Group, PC, we specialize in setting up accounting systems for small businesses. When using accounting software, the most important step is the first one: setup. Migrating to to a new accounting software can be tricky when you're not an accountant. If your accounting system isn't configured correctly from the beginning, it can mean hours of work to clean up your data. That's why we perform the initial set up process for you, design your chart of accounts, and ensure the financial data is being tracked accurately. We make sure our business clients get comfortable with the basics and even learn the more advanced features in order to leverage all the useful financial data it has to offer.

Once your system is set up, we will show you exactly how to fully utilize the software so that you always know how to access critical information about your business’ finances. You'll get the valuable financial data you need to control expenses, manage cash flow, and run your business efficiently.

Accounting Setup for Small Businesses

Our CPA firm offers accounting system setup and consulting as part of our accounting packages. Call us at 619-981-9401 or request your free consultation to get started.

  • Accounting software setup and migration
    • QuickBooks Online
    • QuickBooks Desktop
    • Xero
    • Yardi
    • Great Plains
  • eCommerce
    • Shopify
    • Square
  • Set-up and manage inventory
  • Integration with Point of Sale (POS) systems
  • Integration with Merchant Processers
  • Migration from legacy systems
  • Help managing cashflow setup
  • Setting up your chart of accounts
  • Creating templates for invoices
  • Troubleshooting problems and offering advice
  • Data file review and clean-up