Industry chart of accounts, live bank feeds, automatic payroll posting. Set up by Axiom ProAdvisors in days, not weeks.
Certified ProAdvisor leads the setup. Bookkeeper runs reconciliation. Your account specialist trains your team on the flows they’ll use daily.
Four-phase setup. Documented, tested, built to last.
Intake with your team. Industry-specific chart of accounts built. Prior-period data reviewed for migration.
Live bank + credit card connections. Rules configured. Auto-categorization tuned. Historical transactions reconciled.
VSHR payroll journal entries routed to the right GL accounts. Benefits + WC + taxes split correctly.
Your team trained on daily flows (AP, AR, reports). Documentation delivered. Optional ongoing bookkeeping by same Axiom team.
Questions about the process? Let’s talk →
Documented, tested, built to last. You’re not just getting QuickBooks turned on; you’re getting a foundation your books can actually run on.
CHART OF ACCOUNTS
Generic QuickBooks chart of accounts doesn't fit your industry. Your ProAdvisor designs (or cleans up) a chart that matches your P&L and balance-sheet reporting needs. Built for the reports you'll actually read.
Industry-specificNot out-of-the-box QB
BANK FEEDS + RULES
Live bank + credit card connections to all major banks. Rule-based auto-categorization configured per your recurring transaction patterns. Feeds flow, rules catch 90%+, bookkeeper handles the rest.
All majorBanks · live feeds + rules
DATA MIGRATION
Migration from Xero, NetSuite, Sage, Wave, FreshBooks, spreadsheets, or older QB files. Up to 3 years of historical data moved + reconciled. Chart of accounts mapping handled.
Up to 3 yrHistorical data · migrated + reconciled
PAYROLL-TO-GL
Every pay run posts a structured journal entry: gross wages, employer taxes, benefits, WC, 401(k) match, each expensed to the right GL code. No manual journal every Tuesday.
ZeroManual payroll journals · nightly auto
REPORTS + SPLITS
Benefits premiums, WC premium, employer tax burden, each split to the right GL. Custom report templates: P&L by department, cash flow by month, AR aging, WIP. Board-ready output.
CustomReports + splits · board-ready
TRAINING + SOPs
Live training on the flows your team uses daily: AP, AR, reports, reconciliation review. Documented SOPs delivered. Ongoing bookkeeping by the same Axiom team available if you want it.
30 daysFrom blank file · audit-ready
Tell us your industry + current accounting state (blank, legacy desktop, another cloud tool). Your Axiom ProAdvisor scopes the chart of accounts, bank feeds, and integration plan on the call.
“Axiom delivered our first clean P&L by business day 5 of February. The previous CPA was sending us books in April. Because Axiom runs both the books and our VSHR payroll, journal entries post automatically and month-end is a non-event. The tax-prep handoff was seamless.”
Payroll journal entries post nightly. Benefits premiums reconcile monthly. Books hand off to Axiom tax prep on Feb 1. One data flow, zero manual entry.
Every pay run posts a structured journal entry (gross + taxes + benefits + employer burden) directly to the right GL accounts.
Carrier premium invoices reconcile monthly against payroll deductions. Commissions ledgered per carrier.
Closed books hand off to Axiom tax team Feb 1 with working papers for 1120 / 1120-S / 1065 / Schedule C.
Want this for your team? Let’s talk →
Still have a question? Let’s talk →
Talk to Axiom ProAdvisors: certified QuickBooks experts who’ve configured 500+ files for small businesses. Integrated with VSHR payroll. Training included.
