Accounting
Cloud accounting system setup
Moving to a cloud accounting system can improve access and efficiency. We help set up and organize cloud bookkeeping platforms so records start on a clean footing.
A Bluestar Concierge will guide you to the right next step.
What’s included
Platform selection support
We help confirm which cloud accounting platform fits your needs. Guidance is based on business size, complexity, and reporting requirements.
Chart of accounts setup
We set up or refine the chart of accounts so transactions are categorized clearly. This supports more useful financial reporting.
Opening balance setup
We establish opening balances based on prior records. This ensures continuity when transitioning to a new system.
Orientation and handoff
We explain how the system is structured and what information will be needed going forward. This helps you understand how the bookkeeping will be maintained.
How it works
Speak with a Bluestar Concierge
Tell us what you're trying to do, and share a few high level details. The Concierge will assess your needs internally with the right service professionals and confirm if anything is required before a consultation is booked, saving you time and money.
We confirm the next steps
If additional information is needed, the Concierge will follow up with any questions. Then they will confirm the next step, including whether your matter needs a paid consultation or an upfront retainer. You will know all the requirements before anything is scheduled.
Your single point of contact
Once we know what you need, the Concierge will coordinate everything for you. They will connect you with the right professional, keep the timeline moving, and handle cross-service follow-up when it helps. If your situation involves more than one professional, you won't have to call around or repeat yourself. the Concierge will keep everything aligned so nothing is missed.
Our offices
Local support when you want it, with Canada-wide services when you need it.
Not sure where to start?
Tell us what you are dealing with. We will route you to the right service and outline a clear next step.
A calmer way to handle complex situations, whether your needs are straightforward or involve more than one service area.
Talk to us