Accounting System Development
Get an accounting system that’s fast, accurate, and built for decision‑making. We design, implement, and optimize small‑business accounting in QuickBooks Online so your team gets clean data, reliable reports, and a smoother month‑end close.
What we do:
- Platform setup and clean‑up
- New QBO files or migration from legacy systems/spreadsheets
- Chart of accounts redesign, classes/locations, items, and tax codes
- Process design and automation
- AR, AP, expense, and month‑end close workflows
- Recurring rules, bank feeds, and document workflows (bill pay, receipts)
- Integrations
- POS, ecommerce, time tracking, payroll, expense, and sales‑tax tools
- Data mapping and reconciliation standards between systems
- Controls and permissions
- User roles, approval chains, audit trails, and close procedures
- Reporting and dashboards
- Standard P&L/Balance Sheet/Cash Flow plus custom KPI and department reports
- Close checklist and variance review package
- Training and documentation
- Role‑based training, SOPs, and a plain‑English how‑to guide for your team
Typical deliverables:
- Clean QBO file with redesigned chart of accounts
- Written SOPs for AR/AP/expense/month‑end close
- Close checklist and reporting package
- Integration map and data‑flow diagram
- Role‑based training session recordings (optional)
Who we serve:
- Small businesses nationwide (virtual)
- Nonprofit organizations
- Local governments and special purpose entities
Tools and security:
- QuickBooks Online (or your preferred system), with secure document exchange via our client portal
- Clear onboarding, standardized close checklist, and responsive support
How onboarding works:
- Assess: goals, data sources, pain points, and reporting needs
- Design: chart, workflows, controls, and integration plan
- Build: configure QBO, connect apps, import/opening balances
- Test: parallel run and variance checks
- Train & Go‑Live: role‑based training and support
- Tune: 30/60/90‑day optimization and reporting refinements
Ready for a system that saves time and delivers better answers? Contact us to get started or book a quick consult.
Why Choose Cloonan CPA?
- Personalized Attention for Every Client
You work directly with William Cloonan, CPA—no call centers, no junior staff. Every client gets tailored advice and responsive support. - Virtual CPA Services, Nationwide Reach
Efficient, secure, and convenient service for small businesses across the U.S.—no matter where you’re located. - Small Business Specialist
With 7+ years of experience serving entrepreneurs and small business owners, we understand your unique challenges and goals. - Trusted Experience
A proven track record of helping clients minimize taxes, stay compliant, and grow their businesses with confidence.
Ready to Get Started?
Schedule a free consult, reach out with questions, or access your secure client portal.
