QuickBooks Setup & Cleanup Services
Start fresh or fix what’s broken in your books.
Whether you’re just setting up QuickBooks for the first time or struggling with messy, inaccurate records, we’ll get your system running smoothly so you can make confident financial decisions.
QuickBooks Setup
Starting from scratch? We’ll build a clean, customized QuickBooks Online account for your business or nonprofit, including:
Chart of accounts tailored to your industry
Integration with bank and credit card accounts
Initial transaction setup and categorization
Custom reporting and dashboard configuration
QuickBooks Cleanup
Already using QuickBooks, but something feels off? We’ll audit your account, identify errors, and fix them so you have an accurate financial picture. This includes:
Correcting miscategorized transactions
Fixing account balances and reconciliations
Reviewing payroll, AR, and AP entries for accuracy
Preparing your books so they’re tax-ready and audit-ready
Why It Matters
Bad data leads to bad decisions. Whether you’re setting up for the first time or fixing years of mistakes, accurate books are the foundation of financial confidence.
Who It’s For
New businesses setting up QuickBooks Online
Companies switching from spreadsheets or QuickBooks Desktop
Organizations that have had turnover in bookkeeping staff
Anyone unsure if their current QuickBooks is “right”
Get Back on Track
Clean, accurate books start here. Schedule your free consultation today, and let’s make QuickBooks work for you — not against you.