Accounting Software Setup Services

Software setup can be confusing, especially if you’re not familiar with it or you’re not technically savvy. At Lewis CPA, our consultants can help you set up an accounting system to give you the right results to make educated decisions for your business.

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4000+ Happy Clients
We service 1,000+ businesses and 3,000+ individual clients, many of them located nationwide.
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38 Years of Experience
Since 1986, we’ve provided comprehensive tax and accounting solutions for individuals and businesses.
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Serving 52 States
With our technology stack, we provide remote accounting services for you and your business, regardless the location.

Navigating Financial Efficiency: Our Approach

At Lewis CPA, we have a trusted legacy spanning over 25 years. Our team boasts extensive experience in configuring diverse accounting software solutions. We're well-acquainted with acclaimed industry software, including QuickBooks Online, Xero, and beyond to make business accounting simple and hassle-free. Our hallmark lies in crafting solutions that seamlessly align with your business's unique requirements. Your journey to optimal financial management begins with our tailored approach.

Navigating Financial Efficiency: Our Approach

Common Mistakes During Accounting Software Setup

There are several common mistakes that can occur when it comes to setting up accounting software for your business, especially if you don't seek professional help. These errors can lead to inaccuracies, inefficiencies, and security vulnerabilities:

Common Mistakes During Accounting Software Setup
  • Incorrect Chart of Accounts

    Setting up an inaccurate chart of accounts can lead to confusion and inaccurate financial reporting.

  • Lack of Training

    Inadequate training for staff can result in underutilization of software features, reducing efficiency.

  • Improper Data Migration

    Mishandling data migration from old systems can lead to missing or inaccurate data in the new software.

  • Ignoring Security

    Neglecting security measures can result in unauthorized access to sensitive financial information.

  • Not Customizing Settings

    Failing to customize software settings to match your business processes can impact workflow efficiency.

  • Inadequate Integration

    Not integrating the software with other necessary systems can lead to manual data entry and errors.

  • Incomplete Reconciliation

    Skipping bank and account reconciliations can result in inaccurate financial records.

  • Ignoring Reporting Needs

    Not setting up reporting features properly can hinder timely and accurate financial analysis.

  • Inadequate Backup Procedures

    Failing to have a robust data backup system in place can result in data loss.

  • Ignoring Scalability

    Choosing software without considering future growth can lead to outgrowing the software too quickly.

Our Services

We encourage you to seek professional assistance from a CPA. This can help you avoid these mistakes and set your business accounting system up for long-term success.

Software Selection and Customization

Selecting the ideal software is paramount. We aid businesses in identifying software that resonates with their operations and tailoring it to perfection.

Chart of Accounts Design

The backbone of financial tracking, we craft a custom chart of accounts that reflects your business's structure and reporting needs.

Data Migration and Integration

Transition with ease. We adeptly migrate data from current systems and other software and merge it seamlessly into new software for uninterrupted workflows.

Automation Implementation

Set up automated workflows for invoicing, expense tracking, and financial processes, including accounts receivable and accounts payable.

User Training and Support

Master your accounting system software. We provide in-depth training to ensure confident software utilization and are always ready to offer ongoing support for uninterrupted business operations.

Ready to Streamline Your Finances? Let's Begin!

Experience the difference between trusted services at Lewis CPA. We can help you enhance accuracy, streamline processes, and drive business growth. Contact us to get started!

Let us take care of your taxes

Common Accounting Software Options

There are several common software options widely used by businesses for managing their financial activities. Some of the popular ones with advanced features include:

Common Accounting Software Options
  • QuickBooks

    A widely recognized accounting software with various editions catering to small businesses, self-employed individuals, and larger enterprises.

  • Xero

    Known for its user-friendly interface, Xero offers cloud-based accounting solutions ideal for small and medium-sized businesses.

  • FreshBooks

    Particularly useful for service-based businesses, FreshBooks provides invoicing, expense tracking, and timekeeping features.

  • Wave

    A free accounting software aimed at small businesses and freelancers that offers invoicing, accounting, and receipt scanning capabilities.

  • Zoho Books

    Part of the Zoho suite of business tools, Zoho Books offers accounting and finance management solutions with customizable features.

  • Sage

    Offers software for various business sizes, including Sage 50 (formerly Peachtree) for small businesses and Sage Intacct for larger enterprises.

  • NetSuite

    A comprehensive cloud-based ERP (Enterprise Resource Planning) software that includes accounting, CRM, and e-commerce features.

  • MYOB

    An accounting software popular in Australia and New Zealand that offers solutions for small and medium-sized businesses.

  • QuickBooks Online

    The cloud-based version of QuickBooks that provides accessibility from any device with an internet connection.

  • Kashoo

    A user-friendly accounting software aimed at small business owners and freelancers, offering basic accounting features.

  • AccountEdge

    Accounting software for Mac users, offering features such as invoicing, inventory management, and payroll.

  • Zenefits

    Known for its HR and benefits management, Zenefits also offers payroll and accounting features for businesses.

  • Microsoft Dynamics 365

    A comprehensive suite of business applications that includes financial management, CRM, and more.

Our Accounting System Setup Process

Our accounting system setup process is designed to empower your business with accuracy, efficiency, and seamless operations. Our industry expertise allows us to navigate the complexities of software selection, customization, and implementation to ensure your financial workflows align with your business needs.

Initial Consultation

First, we understand your business needs, challenges, and goals to create a tailored setup plan.

Software Selection

From there, we recommend the most suitable accounting software based on your business size and industry.

Customization and Configuration

Then, we customize the software settings to align with your workflows and reporting requirements.

Data Migration

Our experts migrate data from existing systems to ensure accuracy and completeness.

Chart of Accounts Design

We design a comprehensive chart of accounts tailored to your business structure.

Integration Setup

Integration SetupIf needed, we integrate the accounting software with other essential business tools.

Automation Implementation

We set up automated processes for invoicing, expense tracking, and more.

User Training

Then, our training equips your team with the skills to confidently use the software's features.

Ongoing Support

As always, we provide continuous assistance and troubleshooting as you navigate the new system.

Why Choose Us?

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Expertise in Accounting and Software

With our CPA firm's dual expertise, we understand your business and financial needs and translate them into optimized software solutions.
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Tailored to Your Business

We don't believe in a one-size-fits-all approach. Lewis CPA customizes setups to match your industry, workflows, and reporting requirements.
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Smooth Transition, Minimal Disruption

Our setup process is meticulously planned to ensure a seamless transition, minimizing any disruption to your operations.
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Data Accuracy and Security

Data and security are key to your accounting system. We prioritize accurate data migration and implement robust security measures to safeguard your sensitive financial information.

Client Reviews

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I have been a client of Susan S. Lewis Ltd, for the past 25 years. From practically the inception of her business. Throughout those years Susan and her team have been an excellent provider of tax and consulting services for my family and me. This includes your typical tax returns, trust tax returns, corporate tax returns, retirement planning/discussions, and estate planning.
Michael Rowan
We have been doing business with Susan Lewis since 2005 and are very happy with the accounting and tax services. Sue and her staff are knowledgeable and professional. We trust them. I highly recommend Susan Lewis and her staff and continue with them even tho we are out of state and no longer local.
Jenny Bennish
Been using Susan and staff for over 20 years. Service is prompt and reasonably priced. Very helpful in answering questions for future tax planning. Trust her firm totally.
Roger Morsch
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FAQs About Accounting Software

  • Can you migrate data from my existing accounting system to the new software?

    Yes, we offer data migration services to ensure the accurate and complete transfer of data from your existing system to the new accounting software.

  • How do you customize accounting software settings to match my business processes?

    We thoroughly understand your business processes and customize the software's settings, workflows, and reporting to align with your operations. This approach ensures a seamless fit.

  • What are the key features to look for in accounting software?

    Some of our essential features include invoicing, expense tracking, financial reporting, bank reconciliation, tax calculations, inventory management, customizable chart of accounts, user roles, and data security.

Ready to Start?

Ready to transform your financial management? Let's get started with your accounting software setup. Contact us at Lewis CPA now to speak with our team of experts!

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