Easy Accounting Setup: Simplifying the Process

Is your accounting set up in a way that helps you run your business?

Choose The Right Software

There are some software tools that just make life easier. We help you choose the best accounting tools for your business - with everything you need and none of what you don't.

Connect Your Systems

There's nothing worse than inputting the same information twice. We make sure your Receipt Automation Tool connects to your Bookkeeping Software, and so on, so you'll only have to do things once.

Create Accurate Financial Reports

Your business financial reports are the most important tool you have to make smarter financial decisions for your business. We make sure they're accurate and trustworthy.

Get Set Up With QuickBooks Online

QuickBooks Online is the most popular choice for bookkeeping software in the United States for good reason: it does a great job! At ZenStrategies, we set up QuickBooks Online to do many things including import transactions from your bank, create journal entries to record things that affect your books, run profit and loss reports, reconcile your bank account, curate your chart of accounts, and more!

Integrate All Of Your Existing Software

There is nothing worse than having to input the same information twice. Or worse, having the same information not match in two separate systems! As part of our accounting setup process, we’ll ensure that your software tools are all “talking to each other” to enable accurate and reliable financials across your business.

Ensure Your Business Is Running Smoothly

Do you wonder if your financial transactions are accurate? Or maybe you’ve second-guessed your Chart of Accounts. We’ll keep an eye on all of your processes and tools to ensure that your accounting data is up-to-date, accurate, and useful to you when running your business.

Avoid These Common Accounting Set
Up Mistakes

Choosing the wrong software

We've seen many business owners set up accounting tools that just aren't practical for their business. Choosing the wrong software is going to give you a lot of headaches as well as waste a lot of your time.

Not connecting your systems

Do you know the phrase, "Garbage in = Garbage Out?" Your accounting software is only as good as the data that goes into it. Without an accurate Chart of Accounts or trustworthy reconciliation process, it's all too easy to end up with a mess.

Using standard reporting

Your financial numbers should help you improve your business! If you're using standard reports, rather than customized reports that are tailored to you, it's likely you're missing out on critical data points that could help you make smarter decisions.

We have worked with Beth and her team at ZenStrategies for a few years now. Every time they go above and beyond. They are proactive communicators, attentive to detail, and truly care about their clients. We are so thankful for this team. We cannot recommend them enough!

Taylor Frost

ZenStrategies Client

With Accurate Processes, The Real
Work Can Begin

Stress-Free Taxes

What’s it like to not be stressed at tax time?

Monthly Bookkeeping

How much free time would you have without tedious bookkeeping tasks?

Part-Time CFO Services

Find out what’s holding your business back with guided 1:1 expertise.

Ready to Get Started?

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