Ecommerce Accounting Setup Checklist
We handle everything for you
The Synbiz Process
1. Complete our getting started form.
It takes many minutes to finish. After obtaining some basic contact details, one of our team members will be in touch.
2. Hop on a Discovery Call.
We begin with a 30-minute exploration call to learn more about you and your company, assess your needs, comprehend your present bookkeeping system, and determine your long-term financial objectives.
We provide you a list of the details we need to get started after our call.
We take care of everything after that.
3. Ecommerce accounting setup and implementation
For eCommerce enterprises with six, seven, and eight figures, our team specializes in setting up Xero, Quickbooks, and A2X to help you achieve your objectives.
The goal is to reduce your time and stress while providing you with clarity and financial management for your company.
Along with cleaning up your account, we’ll also reconcile transactions from previous periods. Timelines differ according to complexity and effort level.
4. Ongoing training and support
You will receive two one-on-one training sessions with a professional eCommerce accountant after your account is set up, giving you the confidence to utilize A2X, Quickbooks, or Xero like an expert.
We’ll demonstrate how to maximize the features and tools that apply to your company.
We also provide training, guidance, and continuing support.
5. Ongoing eCommerce accounting support
After your eCommerce accounting setup, we offer optional bookkeeping services.
If you’d like our assistance, we can help you choose the right bookkeeping plan to suit your needs and goals.
