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System design
QuickBooks Online or Xero setup. Chart of accounts hygiene. Class and location structure for multi-entity businesses. The foundation that determines whether your books are useful.
Piedmont Avenue Consulting works with small and mid-size Bay Area businesses to design financial systems that scale — QuickBooks or Xero setup, chart-of-accounts hygiene, monthly close discipline, and the operational reporting that supports real decision-making. Plus trusted bookkeeper and CPA referrals across our network.
The single most common operational failure in $1M-$10M businesses: monthly financials don't close on time, the chart of accounts is messy, AP/AR aging is unmanaged, and the founder makes decisions on outdated or incomplete data.
This isn't a bookkeeping problem. It's a systems problem. The right bookkeeper can't fix a broken process; they can only execute against the process you have. Real fix requires designing the close cadence, account structure, and reporting framework first — then finding the right bookkeeper to run it.
We don't replace your bookkeeper or CPA. We design the systems they'll work in, and refer you to trusted bookkeepers and CPAs across our Bay Area network when you don't have one.
Sound familiar? The free 30-minute interview is where we sort signal from noise.
Financial systems consulting plus referrals to trusted bookkeeping and accounting partners.
QuickBooks Online or Xero setup. Chart of accounts hygiene. Class and location structure for multi-entity businesses. The foundation that determines whether your books are useful.
Monthly close discipline. AP/AR aging management. Bank reconciliation cadence. The operational rhythm that keeps financials current and decision-ready.
Beyond P&L: cash flow forecasting, AR aging, customer concentration, gross margin by line. The reports that actually drive decisions for $1M-$10M businesses.
Trusted bookkeepers across the Bay Area. We don't take referral fees — we just connect clients with the right professional for their stage and industry.
Tax-focused CPAs and audit-experienced firms across the Bay Area. Plus specialty firms for restaurant, professional services, and tech accounting.
Integrate QuickBooks/Xero with payroll (Gusto, ADP), expense management (Expensify, Ramp), AP automation (Bill.com), and reporting (Fathom, LivePlan).
Want to see the full scope for your business? The interview gets specific.
Bookkeeping requirements vary dramatically by industry. We've worked with the major verticals in our consulting practice.
Restaurant accounting is its own discipline: tip pools, daily sales reporting, food cost tracking, multi-location consolidation.
Trust accounting (IOLTA), three-way reconciliations, time-and-billing integration. Specific compliance requirements.
Project-based revenue recognition, billable hours integration, and multi-partner profit sharing structures.
Job costing, work-in-progress accounting, retainage tracking, percentage-of-completion methodology.
PMS integration, RevPAR reporting, F&B cost tracking, and the night audit reconciliation cadence.
Inventory accounting, multi-channel sales reconciliation, sales tax automation across states.
Don't see your industry? The methodology applies broadly — ask us.
The free 30-minute interview is where we figure out whether your financial systems are the leverage point — and what the highest-impact fixes look like.
Or call us · +1 (510) 761-5895