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Primary Outcome
Your data flows into your accounting system the way it's supposed to. No mismatched accounts, no manual cleanup, no wondering why the numbers don't match.
What's included
- Vendor mapping
- Sales mapping
- Category mapping
- Payment account mapping
- Validation and review
Who is this for?
- New MarginEdge customers looking to establish a strong financial foundation from the start
- Existing customers who have not fully set up mapping
- Teams implementing a new accounting structure
- Operators struggling with reporting accuracy
What to Expect
We'll start with a quick meeting to run through your Chart of Accounts, what needs mapping and ensure we understand what you are looking for. From there, our team of accounting experts will map your vendor, sales, expense categories and payment accounts. Once everything is set up, we'll validate reporting outputs and make recommendations for ongoing maintenance.
“ It's difficult to capture the enormity of what MarginEdge Professional Services did for our business. We no longer feel like we're working on an island. We have a partner who understands and is able to help. That has freed up so much brain space to focus on what matters. ”
Melanie Fletcher | Owner | Brehm's Return
Schedule a 15-minute consultation call before booking a session
Want to learn more before you book a session? Not quite sure which service is best for you? Looking for something custom? Schedule a quick call with an expert from our team who can walk you through exactly what to expect and help you find the best service for your needs.
Ready to book your session? Click here instead.
Some fine print
- We cannot provide tax advice or investment advice
- All services are non-refundable and non-transferable
- Payment is collected at time of booking
- 48-hour notice required to reschedule; missed sessions without notice may be forfeited
- Services must be completed within 90 days of booking
- All of our professional service packages are subject to these terms and Rules of Engagement