Our setup and training services are designed to help you start off the right way with the cloud. Whether you’re starting a new business or moving an existing company’s books to the cloud, we are here to help. We will provide a complete setup and customization of your Xero or QuickBooks Online company file, train you on using your new software, and offer phone and email support.
- Assessment of your company
- Workflow design
- Implementation of the new software/processes
- Staff training
We start with a cloud accounting platform and build your own personalized ecosystem of apps. From eliminating time-consuming back-office tasks to inventory tracking to high-level management reporting, there are hundreds of solutions out there to match your business needs.
Both Xero and QuickBooks Online offer integration with a wide network of third party applications. We use such integrations to create custom designed systems which streamline your business processes, eliminate tedious tasks, and save your business time and money.
We help you find the best software solutions for your business needs, integrate the software with your accounting platform, and provide training and support for you and your staff.
We keep up-to-date with new apps on the market and add the best ones to our partner network.
Software Integration Process:
- Observation of your business processes
- Research to find the best cloud solution to fit your requirements
- Presentation of the selected software
- Implementation of the new software and integration with your accounting platform
- Training for your staff
Depending on your unique situation, there may be one or more solutions that are guaranteed to free up your time and save money. Talk to us about your business and learn how we can make your life easier. We will be with you through the entire process to help you make a smooth transition and have a positive experience with the change.
Alena has been a godsend in helping me to set up cloud-based software for my new business. The amount of knowledge she has is extraordinary and I feel very confident in her ability to steer me in the right direction as I grow my business.
We used Balance Experts to help us with accounting software setup. We are an e-commerce business and were not using any software in the first year. We were impressed with the level of service we received: the setup process was well organized, we provided all the necessary information, and were ready to start training within two days. Alena has taken the time to walk me through all aspects of using Xero and scheduled and follow up session to cover the questions I had. In addition, Alena reviewed our last year’s business tax return, pointed out issues that need to be corrected and advised us on entity classification. We are very happy with the level of service and expertise Alena has provided us, and we highly recommend Balance Experts to other business owners!
Alena Pauliuchkova, CPA is a wealth of knowledge! She’s instructed our Quick Books Class and Xero Cloud Based Accounting class and was awesome!
I cannot say enough good about Balance Experts and Alena!!! She is amazing, detail oriented, knowledgeable, and so patient with me. She cares about my company and its performance and is a breath of fresh air!!!!
Alena and Balance Experts has been an amazing resource and support. She has helped me with my accounting for my business from day one and was able to train me in the use of Xero with just a couple consultation calls. She is professional but also approachable and very easy to talk to. I appreciated this from the start because I knew nothing about accounting for a business. She has given me tools and confidence to do my own bookkeeping but is always there for support and questions. I would absolutely recommend her services to any other business owner.
Alena and Balance Experts have been a life saver for our business. As a yacht brokerage and boat dealer for several manufacturers, we have many different transactions, including payroll and various other accounts. Alena has been able to go back a couple of years and straighten us out. Her patience with me personally has been outstanding as I am a pure sales and marketing guy and usually don’t want to deal with numbers until they bite me! She could not be more professional and knowledgeable. 5 stars are not enough – should be 10!
We are a new small business and knew we needed an accountant. We met Alena at a local conference and immediately knew that she would be a good fit for us. She is personable, professional, meticulous, and gracefully patient with her clients. She certainly knows her stuff!!!