Project Service

Set up your cloud accounting 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.

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.

Honest pricing

Flat-rate setup. No hourly billing.

From $500
Flat rate for standard QBO setup including chart of accounts, bank feeds, and training. QBD to QBO migration from $1,500.
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Related services

After setup, keep it running.

Ready to go cloud?

Book a free 15-minute call. We will recommend the right platform for your business and give you a fixed quote.