Accounting Software Services

QuickBooks & Xero
Done Right

Your accounting software is only as good as how it's set up. We help Houston businesses get QuickBooks and Xero configured correctly, train your team, and provide ongoing support so you can actually use your financial data to make decisions.

Services We Provide

  • New Company Setup & Configuration
  • Chart of Accounts Customization
  • Bank & Credit Card Connections
  • Data Migration & Cleanup
  • Staff Training & Documentation
  • Ongoing Support & Troubleshooting

Platforms We Support

QuickBooks or Xero?
We Work With Both

Both platforms are excellent choices for small businesses. We help you choose the right one and set it up for success.

QB

QuickBooks Online

The most popular small business accounting software in America. QuickBooks Online offers robust features, excellent mobile apps, and integrations with thousands of business tools.

  • Best for businesses that need payroll integration
  • Extensive app marketplace
  • Strong inventory management
  • Most accountants are familiar with it
X

Xero

A powerful alternative that's grown rapidly among small businesses. Xero offers beautiful design, unlimited users at every price point, and excellent multi-currency support.

  • Best for businesses with multiple users
  • Clean, intuitive interface
  • Great for international business
  • Strong project tracking features

Common Problems We Fix

Is Your QuickBooks
a Hot Mess?

You're not alone. Many Houston business owners set up their accounting software themselves, then realize months later that something's not right. We clean up these common issues:

  • Bank feeds not matching actual bank balances
  • Duplicate transactions and entries
  • Wrong chart of accounts for your industry
  • Uncategorized transactions piling up
  • Reports that don't make sense

The Right Setup Matters

A properly configured accounting system gives you real-time visibility into your finances. You can see at a glance whether you're profitable, track cash flow, and make informed decisions.

A poorly configured system gives you garbage data that leads to bad decisions - or worse, forces you to maintain manual spreadsheets alongside your software.

Pro tip: If your P&L or balance sheet "doesn't look right," it's usually a setup problem, not a software problem.

FAQ

Accounting Software
Questions Answered

Should I use QuickBooks or Xero?

Both are excellent choices. QuickBooks Online is better if you need built-in payroll or have complex inventory needs. Xero is better if you have multiple users or do international business. We'll help you evaluate based on your specific situation.

Can you fix my existing QuickBooks file?

Yes, we specialize in QuickBooks cleanup and repair. We'll reconcile your accounts, fix miscategorizations, eliminate duplicates, and get your books accurate. In some cases, it's more efficient to start fresh - we'll give you an honest assessment.

Do you provide training for my staff?

Absolutely. We offer customized training tailored to what your team actually needs to do - invoicing, expense entry, reports, whatever your workflow requires. We can train in-person or via video call, and we provide documentation you can reference later.

What about ongoing support?

We offer ongoing support packages so you have someone to call when things go wrong or when you have questions. Unlike generic software support lines, we know your specific setup and can help quickly.

Get Your Accounting
Software Working Right

Whether you need a fresh start, a cleanup of existing books, or help choosing the right platform, we're here to help. Schedule a consultation to discuss your accounting software needs.