QuickBooks and Xero setup, chart of accounts design, and catch-up projects — get your books properly organized from day one.
Overview
A messy chart of accounts, missing bank feeds, or a QuickBooks file set up wrong from day one doesn't just cause a one-time headache — it compounds every single month until someone finally fixes it. Most businesses live with an imperfect setup far longer than they should, simply because a proper fix feels disruptive.
FINEXA sets up QuickBooks and Xero correctly from the start, or comes in to clean up and reorganize an existing file — chart of accounts, opening balances, bank feeds and integrations — so your accounting system finally works for you instead of against you.
What's Included
QuickBooks or Xero configured correctly from the very first entry.
A logical, industry-appropriate account structure built to scale.
Historical books corrected and brought current, however far behind.
Automated bank and credit card feeds configured and reconciled.
Third-party tools like Hubdoc, Dext and payment processors connected.
Clean migration between accounting platforms with no data loss.
Is This Right For You?
You want to set up your accounting system correctly from day one.
Duplicate or miscategorized accounts make reporting unreliable.
Months or years of catch-up work stand between you and clean financials.
Moving from QuickBooks to Xero (or vice versa) or to NetSuite.
Why FINEXA
Certified setup expertise at a fraction of the cost of a consultant.
QuickBooks ProAdvisors and Xero Certified professionals on staff.
Setups built to standards that hold up to future audits.
Full-stack expertise across QuickBooks, Xero and NetSuite.
NDAs, encrypted transfers and role-based access on every engagement.
USA, UK, Canada, UAE and Australia — one partner, every market.
How It Works
We review your current setup or starting-from-scratch needs.
A clear, fixed-price proposal with timelines and an NDA — no surprises.
We build or fix your system, account by account, feed by feed.
A clean system, ready to run — with ongoing support if you need it.
FAQ
Timeline depends on how far behind your books are, but most cleanup projects are scoped with a fixed price and clear delivery date agreed upfront during your discovery call.
Yes — platform migrations are a core part of this service, with historical data preserved and reconciled against your prior system before go-live.
Many clients transition directly into our Bookkeeping & Accounting service once the system is clean and ready.
Pricing
Flexible engagement models designed to match your business size, scope, and budget.
A predictable monthly fee based on your service scope. Best for ongoing, recurring engagements.
Flexible hourly billing for project-based or variable workload engagements. Pay only for what you use.
A fixed price for clearly defined, one-time projects such as cleanup, catch-up work, or a single deliverable.
Book a free 30-minute discovery call — no obligation, no pressure.