Setup
A QuickBooks file set up well from the start saves hours every month. We set up your chart of accounts for your type of business, connect bank and credit card feeds, create rules for recurring transactions, and set up invoicing and sales tax if you need them. Then we show you how to use it day to day.
Cleanup
Bank feeds that were accepted without review, duplicate transactions, uncategorized expenses, accounts that never reconcile: these are the most common problems we see. We work through the file, correct the errors, reconcile every account and leave you with numbers you can trust.
Ongoing support
- Answers to "how do I record this?" questions
- Periodic reviews to catch errors early
- Training for you or your staff
- Reports for your lender, partners or investors
If you'd rather not do the bookkeeping yourself, we can take it over completely. See accounting & bookkeeping.
Ready for tax time
A clean QuickBooks file makes your business tax return faster and more accurate, and gives you a clear record if the IRS ever asks questions.
Frequently asked questions
Can you fix a QuickBooks file that's a mess?
Yes. QuickBooks cleanup is one of the most common things we do: correcting categories, removing duplicates and reconciling every account.
Do you help with QuickBooks remotely?
Yes. We can work in your QuickBooks file remotely, so location isn't an issue.
Can you train my staff to use QuickBooks?
Yes. We provide practical training for owners and staff based on how your business actually records transactions.