Software Setup
Accounting Software Setup & Migration
The right software, set up properly — Xero, MYOB or QuickBooks configured, migrated and optimised so your bookkeeping runs cleanly from day one.
In short
Accounting software setup and migration for Xero, MYOB and QuickBooks — a CPA-qualified Sydney team designs your chart of accounts, connects feeds and migrates history cleanly so your bookkeeping runs properly from day one.
The wrong software setup causes years of quiet pain — a bad chart of accounts, broken feeds, half-migrated history. We get it right at the start: the right platform for your business, configured properly and migrated cleanly.
Whether you are starting fresh, switching platforms or fixing a botched setup, we design a sensible chart of accounts, connect and test your feeds, migrate your history accurately and make sure the file is genuinely ready to run.
And because we then maintain the file, we set it up the way it actually needs to work — not a generic template you will fight for years.
Key takeaways
- Right platform selection — Xero, MYOB or QuickBooks — for your business.
- Sensible chart of accounts designed for real reporting.
- Clean migration of history between platforms.
- Feeds connected, tested and ready to run.
What we deliver
- Software selection advice (Xero, MYOB, QuickBooks)
- Chart of accounts design and setup
- Data migration from spreadsheets or another platform
- Bank and payment feed connection and testing
- Historical data clean-up during migration
- A ready-to-run file and handover
How it works
Assess
We recommend the right platform and structure for your business.
Configure
We build a sensible chart of accounts and settings.
Migrate
History is migrated and cleaned so nothing is lost or duplicated.
Handover
Feeds are tested and the file is handed over ready to run — or maintained by us.
Who this is for
- New businesses setting up for the first time
- Businesses switching accounting platforms
- Owners stuck with a badly configured file
- Anyone migrating off spreadsheets
Why Sydney businesses trust this to us
Principal-led by an FCPA
Every engagement is signed off by Graham Chee FCPA — not delegated to juniors or offshored.
One team, 18 years
A CPA-qualified team that has worked together for 18 years — continuity you can rely on.
Fixed, task-based pricing
No hourly clock. You know the price before the work starts.
Frequently asked questions
Which software do you recommend?
It depends on your business — we work across Xero, MYOB and QuickBooks and recommend the platform that genuinely fits, rather than a one-size-fits-all default.
Can you move us off our current system?
Yes. We migrate your data and history cleanly between platforms (or off spreadsheets) so nothing is lost in the switch.
Our current file is a mess — can you fix it?
Yes. We restructure the chart of accounts, clean the data and reconnect feeds so the file works properly going forward.