Industry chart of accounts, live bank feeds, automatic payroll posting. Set up by the Axiom bookkeeping team.
A bookkeeping lead runs the setup. Your bookkeeper runs reconciliation. Your account specialist trains your team on the flows they’ll use daily.
Four phases, each documented and tested.
Intake with your team. Industry-specific chart of accounts built. Prior-period data reviewed for migration.
Live bank + credit card connections. Rules configured. Auto-categorization tuned. Historical transactions reconciled.
VSHR payroll journal entries routed to the right GL accounts. Benefits + WC + taxes split correctly.
Your team trained on daily flows (AP, AR, reports). Documentation delivered. Optional ongoing bookkeeping by same Axiom team.
Each setup is documented and tested before we hand it to your team.
CHART OF ACCOUNTS
Generic QuickBooks chart of accounts doesn't fit your industry. Your Axiom bookkeeper designs (or cleans up) a chart that matches your P&L and balance-sheet reporting needs. Built around the reports you use.
Industry-specificNot out-of-the-box QB
BANK FEEDS + RULES
Live bank + credit card connections to all major banks. Rule-based auto-categorization configured per your recurring transaction patterns. Rules categorize 90%+ of transactions, and your bookkeeper handles the rest.
All majorBanks · live feeds + rules
DATA MIGRATION
Migration from Xero, NetSuite, Sage, Wave, FreshBooks, spreadsheets, or older QB files. Up to 3 years of historical data moved + reconciled. Chart of accounts mapping handled.
Up to 3 yrHistorical data · migrated + reconciled
PAYROLL-TO-GL
Every pay run posts a structured journal entry: gross wages, employer taxes, benefits, WC, 401(k) match, each expensed to the right GL code. No manual payroll journal entries.
ZeroManual payroll journals · entries post after each payroll run
REPORTS + SPLITS
Benefits premiums, WC premium, employer tax burden, each split to the right GL. Custom report templates: P&L by department, cash flow by month, AR aging, WIP. Board-ready output.
CustomReports + splits · board-ready
TRAINING + SOPs
Live training on the flows your team uses daily: AP, AR, reports, reconciliation review. Documented SOPs delivered. Ongoing bookkeeping by the same Axiom team available if you want it.
30 daysFrom blank file · audit-ready
Payroll journal entries post after each payroll run. Benefits premiums reconcile monthly. Books hand off to Axiom tax prep on Feb 1. None of it needs manual entry.
Every pay run posts a structured journal entry (gross + taxes + benefits + employer burden) directly to the right GL accounts.
Carrier premium invoices reconcile monthly against payroll deductions. Commissions ledgered per carrier.
Closed books hand off to Axiom tax team Feb 1 with working papers for 1120 / 1120-S / 1065 / Schedule C.
Talk to Axiom Bookkeeping: the team that has configured 500+ QuickBooks files for businesses. Integrated with VSHR payroll. Training included.
