QuickBooks setup for new businesses
Chart of accounts tailored to your industry, bank feed connections, sales tax tracking, 1099 vendor setup, and owner equity accounts. Done once, done right.
QuickBooks cleanup for existing books
Most cleanup projects involve reclassifying miscategorized transactions, rebuilding opening balances, and reconciling accounts that haven't been touched. We quote based on transaction volume and scope.
Have a specific situation?
Call the office and a human answers.
Ongoing QuickBooks management
Monthly reconciliation, period-end closing, and report generation. Your QuickBooks file stays current so you can make decisions from it without checking whether the numbers are real.
Common questions
- QBO or QuickBooks Desktop?
- QuickBooks Online for almost all small businesses. Desktop is being phased out for most use cases. We work with both.
- Can you train me on QuickBooks?
- We offer one-hour training sessions for owners who want to handle day-to-day entry themselves and hand off only reconciliation and reports.