Accounting Software Setup

Start with a system that works, not one you have to fix later.

Fred Lundin CPA offers professional Accounting Software Setup Services to ensure your financial tracking is accurate, automated, and compliant from the very first transaction. Many small business owners underestimate the complexity of setting up platforms like QuickBooks Online or Xero, relying on "default" settings that don't match their actual business model. This often leads to months of misclassified expenses, broken bank feeds, and tax-time panic.

We don't just create an account for you; we architect a financial system tailored to your workflow. Our virtual setup service includes a custom Chart of Accounts configuration, bank and credit card feed integration, invoice template design, and sales tax automation. Whether you are a brand-new startup or an established business starting fresh, we build a backend that scales with you, ensuring you have reliable data to make decisions—without the technical headaches.