ACCOUNTING SYSTEM SETUP & AUTOMATION SERVICES
Every Great Business Starts with a Solid System.
Why This Service Matters
Most accounting firms stop at bookkeeping, we go one step further.
Pantax helps you design, implement, and automate a complete accounting system that scales with your business.
Our goal is simple: to turn your accounting software into a powerful management and decision-making tool, not just a data entry platform.
What We Offer
Our setup goes far beyond installation.
We tailor your entire accounting infrastructure for accuracy, compliance, and growth.
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Recommending the right software (e.g., QuickBooks Online/Desktop, Xero, Sage, Wave) based on your business model and scalability.
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Structuring your accounts to reflect real-world operations—essential for accurate reporting and CRA compliance.
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Seamless integration of bank feeds, payment platforms, POS systems, e-commerce, inventory, payroll, and more.
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Setting up recurring entries, rules, and smart reminders to reduce manual input and errors.
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Creating real-time, customized financial dashboards and reports so you can monitor KPIs and cash flow easily.
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Ensuring the right people have the right access—with audit trails and security protocols in place.
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Empowering your team to use the system confidently with customized onboarding and post-setup assistance.
Who It’s For
Startups building a scalable foundation from day one
Brick-and-mortar businesses digitizing their finances
Online sellers & e-commerce brands integrating platforms like Shopify or Amazon
Companies preparing for financing, grants, or investor reporting
Entrepreneurs tired of managing messy spreadsheets or manual reconciliations
Why It Matters
A solid accounting system gives you financial control, audit readiness, and the clarity to scale.
With Pantax’s setup, you’ll be able to:
Avoid costly bookkeeping errors
Stay compliant with CRA and WSIB
Eliminate spreadsheet chaos
Gain financial insight for better decisions
Be audit-ready anytime