Service
QuickBooks Setup & Consultation
Whether you're new to QuickBooks or want to improve your current setup, we can help you get things organized from the start.
A good QuickBooks file starts with the right setup. When accounts, opening balances, workflows, and integrations aren't properly configured from the start, problems can compound over time and make your financial reports unreliable.
We provide QuickBooks Online setup and consultation for businesses starting fresh, transitioning to QuickBooks, or looking to improve an existing bookkeeping system.
Services may include:
- New QuickBooks Online company setup
- Chart of Accounts structure and organization
- Bank and credit card connections
- Opening balance setup
- Customer and vendor setup
- Products and services setup
- Classes, locations, and other tracking options when appropriate
- Payroll integration and bookkeeping setup
- Bank-feed workflow setup
- Account and reconciliation workflow review
- Review of an existing QuickBooks setup
- Recommendations for improving bookkeeping processes
- QuickBooks troubleshooting
- Guidance on proper transaction workflows
- Consultation for business-specific bookkeeping needs
Rather than using the same setup for every company, we look at how your business operates and structure the bookkeeping accordingly.
Whether you're setting up QuickBooks for the first time or unsure whether your current file is working as it should, we can help you build a cleaner, more organized accounting system.