Services
QuickBooks Online Setup & Support
Get the most out of QuickBooks — set up right from the start.
Book a Free Consultation
Get the most out of QuickBooks — set up right from the start.
Book a Free Consultation
From initial setup and chart of accounts configuration to cleaning up messy QBO files and training you on best practices — I handle the QuickBooks side so you can focus on your business. Common issues I solve include wrong chart of accounts, uncategorized transactions, duplicate entries, and underused features.
As a certified QuickBooks ProAdvisor, I stay current on the platform's features and best practices. This means you get expert guidance tailored to your specific business needs — not generic advice from someone who learned it on YouTube.
For most small businesses, QuickBooks Online. It runs in a browser, connects to your bank feeds, lets your bookkeeper and CPA log in without passing files back and forth, and is where Intuit is putting its development. Intuit has also stopped selling most new QuickBooks Desktop subscriptions to U.S. small businesses, so Online is the practical choice for anyone starting fresh.
For most small businesses, I recommend QuickBooks Online — it's what most accountants and tax preparers use, it handles invoicing, bills, payroll, and reporting in one place, and it scales as you grow. Other tools like Xero, FreshBooks, and Wave can work for very simple businesses, but switching later is a hassle. I'm a Certified QuickBooks ProAdvisor, so QuickBooks is where I can help you most.
Yes. You don't have to wait until January. We set up QuickBooks with your opening balances, bring in your year-to-date transactions (usually from bank and credit card statements), and reconcile everything so your numbers are complete for the full year. Switching mid-year is far better than finishing the year in a spreadsheet.
More answers on the full FAQ page.
Book a free consultation and let's talk about how I can help your business.