We’ll build your Chart of Accounts, connect your bank feeds, and set up your Quickbooks Online so you start clean and organized.
We set up your QuickBooks Online so your finances are clear from day one—clean categories, working bank feeds, and simple reports you can actually use.
Ideal for: new businesses, migrations from spreadsheets, or “messy books” that need a reset.
We learn how money moves through your business so the system matches reality.
We create a tailored Chart of Accounts and naming conventions.
We link bank and card feeds and set up basic rules to cut manual work.
With the foundation in place, we configure QuickBooks Online—user roles, classes/projects and dashboards—so you can review, approve and close each month faster, without digging for answers.
From messy spreadsheets, unknown balances, and a brutal month-end to clean data, reliable reports, and quick month-end closes.
You can contact us or book an Initial Consultation by clicking the button below.
Book consultation
What you get
1. Fully built and named Chart of Accounts tailored to your business.
2. All applicable bank and credit card feeds connected and working.
3. QuickBooks Online system configured (settings, users, classes/projects, dashboards).
4. Transaction-automation rules set (recurring, auto-categorization, approvals).
5. Starter dashboard and report templates for month-end review.
How it works
1. Book a 30-minute Initial Consultation so we can assess your current state and unique needs.
2. Provide information about your business, if not covered during the Initial Consultation.
3. Sign Letter of Engagement that will cover the scope of work, fees, terms, and schedule.
4. We complete the setup and schedule a call to go over what we did.
Aleks S. (Owner, Construction Company in Calgary)
Artem fixed our QBO setup quickly and got everything in order. Great communication and very professional. Highly recommend for anyone starting fresh in QuickBooks.
Peter K. (Owner, Construction Company in Airdrie)
Very happy with our setup - Artem explained everything we need to know, his team setup QBO for us, and we are now working with them on our monthly bookkeeping.
