Online Bookkeeping Setup

As a business owner, you already have a lot on your plate. Managing your finances can feel overwhelming, especially if you’re unfamiliar with bookkeeping. That’s why using an online cloud-based software like QuickBooks or Xero is such a great tool—it helps you organize your finances, track income, and expenses, and even manage payroll all in one place. But getting it set up correctly is key to making sure everything runs smoothly.
 
At Purple Elephant Bookkeeping, we specialize in helping business owners like you set up their bookkeeping software the right way, so you can focus on growing your business while knowing your books are in order.
 
Why A Professional Setup Matters?
While using an online software is an excellent tool, many business owners face issues because they didn’t set it up properly from the beginning. A professional setup can save you from costly mistakes down the road and ensure you’re using it to its full potential.
 
Here’s How We Can Help:
 
Customized Chart of Accounts: We’ll tailor your account to your specific industry.
 
Bank & Credit Card Connections: We'll sync your accounts for easy transaction tracking.
 
Tax-Ready Setup: We’ll configure your tax settings to make sure you're ready for tax season.
 
Expense Categorization: Clear, organized categories will help you track your spending. 
 
Training (additional fee): If you want to manage your books yourself, we can provide training to get you up to speed.