Balanced Path Financial

Accounting Software Setup Services

Accounting Software Setup Services

Who it’s for:

Starting fresh with accounting software doesn’t have to be stressful. We’ll set everything up the right way — tailored to your business — so you can feel confident using your system from day one.

What’s Included:

  • Bank feed setup
  • Customized chart of accounts
  • User access & permissions
  • App integrations
  • Opening balances entry
  • Walkthrough of the software and frequent tasks

Looking Ahead:
Once your software is in place, we’ll build a monthly bookkeeping plan together — tailored to your budget — so you can stay organized, confident, and focused on growth.