Accounting tech stacks customized to your business
Software setups designed for accurate books, compliant payroll, simplified filings, and stress-free bookkeeping on day one.
Customized Solutions
Financial software setup for your business
Versatile setup options tailored to you
Who's it for?
- New businesses starting fresh
- Existing businesses tired of spreadsheets
- Entrepreneurs adding payroll or e-commerce
What's included
- company settings aligned with filing dates
- tailored chart of accounts
- bank & credit card feeds connected
- products & services setup
- sales tax setup (if applicable)
- customized invoices (if applicable)
- progress invoicing (if applicable)
Starting at $350
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Who's it for?
- Investors & landlords needing per-door & property level reporting
- Property managers tracking income & expenses per unit, property or building
- Owners moving from cumbersome spreadsheets that want accurate reporting
What's included
Everything in a Quickbooks Online setup plus
- class tracking for unit, property, and portfolio-level reports
- real estate focused chart of accounts
- mapping of loans, escrows, contributions and distributions
- detailed reports at per-door level
- rollup reports by property (profit and loss)
- progress invoicing (if applicable)
Starting at $450
Who's it for?
- Online sellers collecting sales tax
- Tired of manual filings
- Want automated compliance thats Streamline Sales Tax Certified (SST)
What's included
- install & configure TaxCloud
- mapping of products & categories
- automate multi-state sales tax reporting, filing & remittance
Starting at $275
Who's it for?
- Amazon, Shopify, eBay, Etsy & Walmart sellers
- Tired of messy payout reconciliations
- Want clean and automated sales data in QBO
What's included
- install & configure A2X
- mapping of payouts, fees & COGS to QBO
- automate settlement & COGS postings
Starting at $325
Who's it for?
- Businesses starting payroll
- Owners tired of manual payroll, spreadsheets and filings
- Teams wanting simple, compliant payroll they can trust
What's included
- create & configure your Gustor or ADP account
- setup pay periods & paydates
- onboard employees & contractors (I9, W4, direct deposit)
- sync payroll with QBO
- ADP or Gusto auto filings of state new hire reports
- ADP or Gusto auto filing of quarterly taxes and year end forms
- ADP or Gusto auto W9 and 1099-NEC filings
Starting at $250
Take our quiz or let us figure it out
Every business is unique, thats why we speak to you first before implementing to make sure the solution is right for you.
Back office processes simplified for you
Whether you’re running a small business or an e-commerce store, these are some of the tools we recommend and set up so you stay organized, compliant, and stress-free.
Sample small business accounting tech stack
Your accounting hub. With a customized chart of accounts, you can categorize your income and expenses, track your profitability and generate financial reports to file taxes.
Payroll and contractor payments made simple. Automate taxes, W-2s, 1099s, and compliance, so you can run payroll in just a few clicks with some plans offering audit support.
Receipt capture and document storage. Forward receipts by email or snap them in the mobile app. All searchable, no more digging through your wallet or Google Drive folders.
Sample e-commerce accounting tech stack
Your accounting hub. With a customized chart of accounts, you can categorize your income and expenses, track your profitability and generate financial reports to file taxes.
Your e-commerce translator. Clean up sales data so it posts to QuickBooks accurately. Handles multi-channel, multi-currency, PayPal, and BNPL platforms like Klarna, Affirm, and Afterpay. No more messy settlements.
Your sales tax engine. Automates e-commerce sales tax across states: registering, collecting, filing, and remitting for you. Handles tricky Nexus rules so you stay compliant and hands-off. Higher plans even include audit support.
Frequently asked questions
A standard QuickBooks Online setup usually takes just a few days if your books are new.
We build your chart of accounts, connect bank feeds, and configure tax settings so you can start recording transactions right away.
If you’re moving from spreadsheets or another system, timing depends on how much historical data you want brought in.
Yes. With our Real Estate Setup, we configure class tracking so you can view results at the unit level (per-door), property level, and across your full portfolio.
This means you can see how each tenant, each building, and your entire real estate business is performing, all in one system. You can track you profitability on every level.
Gusto is best for small to mid-sized businesses who want a simple and affordable payroll platform with tax filing included.
ADP is better for businesses requiring more complex features such as larger or multi-state teams that may require integrated benefits, HR tools, or industry-specific compliance.
We help you set up either system so payroll taxes, W-2s, and 1099s run automatically.
A2X translates your Shopify, Amazon, or Etsy payouts into clean summaries that post into QuickBooks Online. Without it, deposits often look messy: mixing sales, refunds, fees, and taxes.
A2X ensures every payout matches your bank deposits and sales tax reports, saving hours of manual work and preventing errors at tax time.
TaxCloud helps sellers manage complex tax obligations, including nexus rules and marketplace facilitator laws, so you stay compliant.
TaxCloud is especially useful for businesses that need to ensure compliance with evolving sales tax regulations, particularly those selling across state lines or through online marketplaces.
Ready to make your business legendary?
Our clients trust us with everything from bookkeeping and payroll to taxes and representation. Whatever your needs, Fix My Books offers personalized solutions that fit your business.