Project Service

Cloud accounting setup — done the right way.

QBO, QBO Advanced, or Zoho Books — configured properly from day one with a custom chart of accounts, bank feeds, app integrations, and staff training.

What's included

Professional setup, not DIY.

  • Platform selection guidance (QBO, QBO Advanced, Zoho Books)
  • Custom chart of accounts tailored to your industry
  • Bank and credit card feed connections
  • Payment processor integration (Stripe, Square, PayPal)
  • Receipt capture setup (Dext or Hubdoc)
  • GST/PST tax code configuration
  • Invoice and estimate template customisation
  • User permissions and access setup
  • Staff training session (video call, recorded for reference)

QBD to QBO migration: Still on QuickBooks Desktop? We handle the full migration with thorough data verification to protect your records. This is one of our specialties — contact us for a quote.

Cloud Accounting Setup

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Other Services

Who it's for

Starting fresh or upgrading?

New Businesses

Just incorporated or starting out. Get your accounting software set up correctly from the beginning so you never have to redo it.

Desktop to Cloud

Moving from QuickBooks Desktop, Sage, or spreadsheets to cloud-based software with full data migration.

Messy Setup

Already on QBO but it was set up poorly. We audit, fix, and optimise your existing configuration.

Custom pricing

Pricing built for your business.

Every business is different. We quote a fixed monthly fee based on your transaction volume and complexity — no surprises.
Get a Custom Quote
Related services

After setup, keep it running.

Monthly Bookkeeping

Now that your software is set up right, let us keep your books clean every month on the same platform.

Bookkeeping Cleanup

If you have backlog data that needs cleaning before migration, we handle that as part of the setup project.

Payroll Services

Add payroll processing integrated directly with your newly configured cloud accounting platform.

Common questions

Cloud setup FAQ

It depends on your business size and needs. QuickBooks Online is our most common recommendation for Canadian small businesses due to its strong payroll integration and CRA compatibility. Zoho Books is a solid alternative for businesses that want an all-in-one platform at a lower price point. We help you decide during a free call.
A standard QuickBooks Online setup takes 3 to 5 business days. This includes chart of accounts, bank feed connections, tax code configuration, and a training session. QuickBooks Desktop to QBO migrations take 1 to 2 weeks depending on the data volume.
Yes. QuickBooks Desktop to QBO migration is one of our specialities. We handle the full data transfer with thorough verification — chart of accounts, customer and vendor lists, open invoices, and historical transactions. Nothing gets lost.
Yes. Every setup includes a training session via video call, which we record so your team can refer back to it. We cover day-to-day tasks like invoicing, expense entry, and running reports so your team is confident from day one.
Setup and migration pricing depends on your situation. We provide a fixed quote after understanding your needs — no hourly billing and no surprises.
Serving all of British Columbia

Available in every major BC city.

Our services are 100% remote — we serve businesses across British Columbia with the same quality and responsiveness, no matter where you are located.

Vancouver

Surrey

Victoria

Kelowna

Burnaby

Richmond

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Get started

Get a setup quote.

Tell us which platform you are considering — we will send you a fixed-price setup quote within one business day.

Ready to go cloud?

Book a free 30-minute call. We will recommend the right platform for your business and give you a fixed quote.

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