Accounting Software: Selection, Implementation, & Management

What We Do: Your Accounting Tech Stack Partner

Our service is broken down into three simple phases, designed to build a system that works for you, not against you.

Selection & Strategy (The "What")

Before you buy anything, we analyze your business. We learn your workflow, industry, and goals.

• Needs Analysis: We'll assess your transaction volume, invoicing needs, inventory, and reporting requirements.
• Platform Recommendation: We'll help you choose the right core platform (like QuickBooks Online, Xero, or Zoho Books) that fits your needs and budget.
• App Ecosystem (Tech Stack) Design: We identify the best-in-class apps for payroll, bill pay, expense tracking, and more, ensuring they all "talk" to each other seamlessly.

Implementation & Setup (The "How")

This is the most critical step. We build your new system from the ground up, correctly.

• Chart of Accounts Setup: We create a customized Chart of Accounts that is structured for your industry and provides you with meaningful management reports.
• Bank & Credit Card Feeds: We connect your financial accounts to automate data entry and streamline reconciliation.
• App Integration: We properly connect your entire tech stack (e.g., Gusto, Melio, etc.) to your general ledger to ensure data flows accurately.
• Data Migration: If you're moving from an old system, we'll manage the migration of your historical data.

Management & Support (The "Ongoing")

Technology is not "set it and forget it." We provide ongoing support to keep your system clean and efficient.

• Team Training: We'll train you and your team on how to use the new software and follow best-practice workflows.
• Ongoing Oversight: As part of our bookkeeping or CFO services, we'll monitor your system to catch and fix errors before they become big problems.
• Workflow Optimization: As your business grows, we'll help you optimize your processes and add new tools to support your success.

We're Experts in the Tools You Use

We are not tied to one platform. We are proficient in the leading cloud accounting tools for small businesses, including:

• QuickBooks Online (QBO)
• Xero Accounting
• Zoho Books & Zoho One
• Gusto & QB Payroll (Payroll & HR)
• Melio (Accounts Payable)
• ...and many other third-party applications.

Why Use Fred Lundin CPA for Your Software Setup?

You need an accountant, not just an IT specialist, to build your financial system.

A tech consultant can make the software work. We make it work correctly for tax, financial reporting, and strategic decision-making.

• Accountant-Led Design: Your system is built with the end-goal in mind: clean tax returns, accurate financial statements, and clear KPIs.
• Save Time & Money: A proper setup eliminates hours of manual data entry and costly cleanup work down the line.
• Data You Can Trust: Make critical business decisions with confidence, knowing the numbers in your dashboard are accurate and up-to-date.

Ready to Build an Efficient Financial System?

Stop fighting with your software and let's build a tech stack that saves you time and gives you true financial clarity.