Cloud Accounting Setup and Migration

Still using Excel? Or worse—pen and paper?

It might’ve worked when you were just starting out. But as your business grows, so does the chaos. That’s when it’s time to switch to cloud accounting.

We help with Cloud Accounting Setup and Migration so you can move your books online, get organized, and stop wasting time hunting for files.

You’ll finally be able to log in, check your numbers, and know what’s going on—anytime, from anywhere.

Why Cloud Accounting?

Cloud accounting means your books live online instead of on one person’s laptop. You can:

• Access your financials from any device

• Share info with your bookkeeper, accountant, or team instantly

• Keep data backed up and secure

• Sync directly with your bank and apps

• See reports, invoices, and transactions in real-time

It’s faster, cleaner, and way easier to use—especially if you’re working with a remote team or outside help (like us).

What We Do

Whether you’re brand new or moving from desktop or spreadsheets, we’ll help you:

• Choose the right platform (QuickBooks Online, Xero, etc.)

• Set up your chart of accounts

• Migrate data from your old system

• Connect your bank, credit card, and payroll accounts

• Set up invoicing, expense tracking, and user access

• Customize it to fit how your business actually works

• Train you or your staff so you know how to use it

We’ve done clean migrations from QuickBooks Desktop, Excel, Wave, and even those “shoebox accounting” setups people try to make work.

Smooth, Painless Migration

Worried about losing data? We’ve got it handled.

We do a full backup of your old books, run test imports, and double-check that everything matches. Once you’re fully moved over, we’ll walk you through the new setup so nothing feels confusing.

You’ll be able to hit the ground running—with books that are clean and ready.

Works for All Kinds of Businesses

We’ve done cloud setups for:

• Contractors and trades

• E-commerce sellers

• Restaurants

• Coaches and consultants

• Nonprofits

• Retail shops

• Freelancers

Whether you’re solo or managing a growing team, we’ll tailor your system to your size and setup.

Based in Seattle. Helping Businesses Everywhere

We’re local to Seattle, but we help businesses in Portland, Memphis, and all over the U.S. Most of this work is remote-friendly, and we’ll work around your schedule—so you don’t have to shut things down to switch over.

Ready to Ditch the Spreadsheets?

You’ve got better things to do than wrestle with outdated tools.

We’ll get you set up in the cloud, train you up, and leave you with a clean, simple system that just works. No tech headaches. No starting from scratch every month. Just organized books that you can trust.

Let’s move your accounting into the 21st century—without making it complicated.