Services

A Cloud Accounting Stack, Configured Once, Correctly

QuickBooks or Xero, set up around how your business actually runs — not a generic template.

What's included

  • Software selection (QuickBooks Online vs. Xero) based on your business
  • Chart of accounts built for your industry, not a generic default
  • Bank and credit card feed connections
  • Migration of historical data from spreadsheets or a prior system
  • App integrations — payment processors, inventory, time tracking, payroll
  • A short training session so your team can use it, not just watch us use it

Who it's for

New businesses setting up their books for the first time, and existing businesses migrating off spreadsheets or switching platforms.

Talk to a Partner about Cloud Accounting Setup
Talk to a partner

Whatever your tax, accounting or advisory question — let's talk.

Tell us about your business and we'll show you how Meridian can move it forward — in the US, the UK, or across borders.

Get in touch