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.
How a cleanup project runs
Cleanup starts with a diagnostic: we review the file, count the unreconciled months and miscategorized transactions, and give you a fixed quote and timeline before any work starts. The work itself is reclassification, reconciliation, and rebuilding balances until the reports tie to the bank. You get a before-and-after summary at the end so you can see what changed.
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.
When QuickBooks is not the answer
Very small operations with a handful of transactions a month sometimes do not need a software subscription; a structured spreadsheet with a quarterly review can carry them until volume grows. If that is your situation, we will say so rather than set up software you do not need yet.
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.
- Do you take over the existing file or start fresh?
- Usually we take over the existing file and clean it, because the history has value. Starting fresh makes sense when the old file is beyond repair; we archive it and bring opening balances forward.
Related
Other services we offer
Payroll Verification Letters
Payroll verification and earnings letters for mortgages, leases, and immigration. Signed on firm letterhead, with most letters out within two business days.
Small Business Payroll
Quarterly and annual payroll filings: Forms 940, 941, UCT-6, W-2, and 1099. We calculate, file, and make the tax deposits so owners can focus on growth.
IRS Audit Representation
Herman Viglione, EA, represents taxpayers in IRS and state audits. Correspondence, office, and field audits handled remotely for clients in any state.
IRS Notice & Letter Response
Responding to IRS notices (CP2000, CP14, CP504, LT11 and others) within the deadline, with proper documentation. You get a copy of the entire response packet.