Find the Right Accounting Software Setup Service
How It Works
1. Complete a short Accounting Software Setup Assessment
Tell me about your business, accounting needs, and current setup.
2. Receive your personalized recommendation.
3. Review your recommendation before purchasing your service.
4. Purchase your service and complete your onboarding.
ACCOUNTING SOFTWARE SETUP SERVICES
(One-Time Projects)
Setup services are available for new accounting systems and existing systems that need to be organized or completed.
The program and requested setup will be reviewed for compatibility before a service is recommended.
Accounting Software Setup Services are one time projects, and payment is required before work begins.
Basic Setup
Starting at $600
Best for a new business needing a standard accounting system setup.
Includes:
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Company account setup
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Customized chart of accounts
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Bank and credit card connections
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Customer and vendor setup
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Products and services setup
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Beginning balance entry
Advanced Setup
Starting at $1,200
Best for a business with payroll, sales tax, or a more complex accounting setup.
Includes everything in Basic Setup, plus applicable services such as:
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Payroll integration setup
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Sales tax setup
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Inventory setup
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Job or project tracking
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Additional account configuration
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Customized financial reports
Before your accounting software setup begins, I’ll let you know exactly what information and documents I need from you.
BILLING POLICY
Monthly services are billed monthly in advance.
Cleanup and Accounting Software Setup Services are one time projects, and payment is required before work begins.
All services are subject to clearly defined service scope limits.
If additional work is needed beyond the selected service, we’ll discuss any recommended changes and pricing before that work is performed.
Vaughn Financial Services provides bookkeeping services only. CPA and legal services are not provided.