Accurate and timely accounting information is imperative for businesses to succeed over the long term. A business owner must know where revenues, profits, liabilities, and cash flow stand on a daily basis. Yet, a large percentage of small businesses owners are running their business with financial information that is incorrect or out of date. Oftentimes, this occurs because the business owner or their internal staff lack the know how to correctly setup and manage accounting software or handle more complex transactions.
In addition, with the wide variety of software options today, setting up accounting software can go beyond a general ledger and may include other integrated technology platforms that allow you to get paid faster, manage cash flow, or track and pay bills online. All businesses should be taking advantage of these options.


We engage in one time setup, cleanup and training projects based on your individual needs. We will review your current software setup and financial data and provide a customized approach to setting things up correctly, fixing issues, and training you and your staff.


  • Stop wasting time trying to figure it out yourself
  • Start trusting your financial information and having reports you can rely on
  • Ensure transactions are being handled correctly for internal reporting and for tax purposes.
  • Be ready for tax time because your information is up to date and correct
  • Reduce tax preparation fees because your tax preparer can rely on your financial information
  • Be confident that the systems and processes you are using to manage your finances are the best choice for your business.
  • Finally know where your business stands so that you can make informed decisions.
“We are a small business working with Vicki and Beyond Financials Consulting for over 5 years now. She has helped us simplify our accounting and reporting and is very responsive to our requests for help. They are professional, helpful, and knowledgeable and are very good at keeping things simple!” Mark F. Swingle, Westfield Financial Planning
“I came to Beyond Financials Consulting (BFC) when I started a new business. I was the only employee and had no accounting experience. BFC’s work in setting up my books in Xero and providing me with a basic accounting tutorial was crucial to helping me acclimate to operating a business. Since that time, BFC’s on-going review and guidance for my accounting remains invaluable.” Dean Semer, Semer Law Firm
“Vicki and her team are always there for me and my business. They are an integral part of my team and I would be lost without them. Thank you for everything you do for me!” Tom Gaynor, G Wiz Computer Consulting

Our Software Setup, Cleanup & Training services are perfect for new or established businesses who need one-time assistance with accounting software, messy financial data, or training bookkeeping personnel.