Systems Setup · Pricing
Accounting Software Implementation
Starting at$1,450one-time
What the price covers
1 accounting file; up to 5 bank/card connections; chart of accounts mapped to a standard chart; standard settings and 1-hour training.
What we do
- Confirm the accounting file, periods and standard setup requirements
- Map the chart of accounts to the standard chart
- Configure the standard accounting settings and file structure
- Check configuration and opening control totals
- Deliver the included one-hour user training
- Configure standard account connections and technical settings
- Review opening/configuration control totals and accounting setup
What you get
Configured accounting file, mapping and training handoff.
Not included
Full chart restructure with account-use guide (Chart of Accounts Setup & Standardization) and historical data migration (Accounting Data Migration).
Included in
Accounting Onboarding, New Company Launch, Acquisition Transition
Every Step. All 19.
- 01Confirm the entity, accounting file and reporting periodsAccounting intake · Senior accountant
- 02Collect the approved setup requirementsAccounting intake · Senior accountant
- 03Map the existing accounts to the standard chartIncluded account mapping · Senior accountant
- 04Identify missing or duplicate account destinationsIncluded account mapping · Senior accountant
- 05Set up the mapped accounts in the new fileIncluded account mapping · Senior accountant
- 06Configure the approved accounting preferencesStandard settings · Senior accountant
- 07Set approved user roles and the standard file structureStandard settings · Senior accountant
- 08Set up sales tax, payment terms and recurring transactionsStandard settings · Senior accountant
- 09Check the standard transaction settingsStandard settings · Senior accountant
- 10Compare opening control totals with supplied recordsControl checks · Senior accountant
- 11Document configuration issues requiring a decisionControl checks · Senior accountant
- 12Deliver the one-hour training and record questions and next actions1-hour training · Senior accountant
- 13Connect the authorized bank and card accountsUp to 5 connections · Systems
- 14Check that each connection returns the expected recordsUp to 5 connections · Systems
- 15Set up bank-feed rules for recurring transactionsUp to 5 connections · Systems
- 16Save the connection and exception handoffUp to 5 connections · Systems
- 17Review the mapped chart and accounting settingsAccounting review · Controller
- 18Check opening/configuration control totalsAccounting review · Controller
- 19Approve the configured-file handoffAccounting review · Controller
More In Systems Setup
All 8 servicesAccounting Data Migration$3,075 one-time1 entity; 1 source/target; 12 months plus opening balances; 5 accounts; reconciliation signoffAP, AR & Expense Platform Setup$1,500 one-time1 AP, AR OR expense platform; up to 10 users; 1 standard integration and 1 approval workflowHR Records Platform Setup$1,125 one-time1 HR records platform; 10 employees; documents and standard access workflowmyBBS Workspace Configuration$625 one-time1 myBBS entity workspace; 5 reviewers; 2 existing connections and document routing.