QuickBooks Services
We set up and maintain QuickBooks Online so your books stay clean and useful. Tap a topic to learn how it helps your business.
Setup & Historical Cleanup
What it is: We create a clean QuickBooks file (or fix your current one) so it matches reality.
Why it matters: When opening balances, old transactions, or bank feeds are messy, your reports are wrong. We reconcile past months, fix duplicates, and label everything properly.
Outcome: A reliable starting point—so today’s numbers make sense.
Chart of Accounts & Tracking
What it is: Simple categories for income and expenses, plus classes/locations to track stores, projects, or programs.
Why it matters: Clear categories = clearer decisions. You’ll see which products or programs make money.
Outcome: Reports that match how you run the business.
Monthly Bookkeeping & Reconciliations
What it is: Each month we code transactions, match invoices/bills, and reconcile bank, credit card, and payment apps.
Why it matters: Up-to-date books help with cash flow, taxes, and lender requests.
Outcome: On-time financial statements you can trust.
Catch-up & Year-end Close
What it is: If you’re behind, we quickly catch up past months, book adjustments, and close the year.
Why it matters: Clean year-end books reduce tax prep stress and keep the IRS happy.
Outcome: A tidy file ready for tax returns and next year’s planning.
Migration to QuickBooks Online
What it is: We move you from QuickBooks Desktop or another system to QuickBooks Online—without losing history.
Why it matters: Real-time access, automation, and integrations save hours each month.
Outcome: A smooth switch with staff trained and ready.
App Integrations (Bill, Expensify, Gusto, Stripe)
What it is: We connect the tools you already use so data flows into QuickBooks correctly.
Why it matters: Less manual entry, fewer mistakes, and better visibility.
Outcome: A streamlined back office where bills, expenses, payroll, and sales sync automatically.
Custom Reports & KPI Dashboards
What it is: We tailor profit & loss, balance sheet, cash flow, and KPIs to your goals.
Why it matters: See trends quickly—revenue by product, gross margin, burn rate, donor restrictions, and more.
Outcome: Clear weekly/monthly snapshots that guide decisions.
Payroll Sync & 1099 Preparation
What it is: We ensure payroll posts to the right accounts and contractors get accurate 1099s.
Why it matters: Correct payroll/contractor reporting avoids penalties and keeps owners paid properly.
Outcome: Clean records and compliant filings.
Team Training & Ongoing Support
What it is: Short, practical sessions for your team—how to code transactions, use bank rules, and run reports.
Why it matters: A little training prevents repeat errors and saves time.
Outcome: Confident staff and fewer “what is this?” emails.
QuickBooks FAQs
Do I need to start a new file to fix my books?
Not always. We can often clean and reclassify your existing file. If it’s too messy, we’ll clone a clean version and migrate history.
How often will you reconcile accounts?
Monthly by default; weekly or daily is available for higher-volume businesses.
Can you migrate me from Desktop to QBO?
Yes. We bring over chart of accounts and transaction history, then train your team in QBO.
What apps do you integrate?
Common ones include Bill, Expensify, Gusto, Stripe, Shopify, and Square—set up to post cleanly to QBO.
Will you train my team?
Yes. Short, practical sessions plus quick reference guides tailored to your workflows.