QuickBooks & Financial Systems

Make QuickBooks work the way your business works.

Setup, cleanup and training from an accountant with a Master of Science in Accounting and a QuickBooks ProAdvisor Level 1 who works in QuickBooks Online Accountant, so your software produces answers, not just entries.

Book a Consultation

Three services

Setup

Chart of accounts by business type, bank feeds and rules, products and services, classes or locations when useful, user roles.

Cleanup

Duplicates, uncategorized activity, suspense accounts, opening balances and reconciliations.

Training

Owner or staff sessions, recorded so you can watch them again.

Standard setups by business type

  • Service firm. Income by service line, time and expense mapping.
  • Contractor. Jobs, deposits, retainage and materials.
  • Real estate. One class per property, so each rental has its own numbers.
  • Online seller. Marketplace payouts, fees, inventory and sales tax.

Who owns what

You own your QuickBooks Online subscription and your data. We work inside it as your accountant user, and you can remove that access at any time.

Who this is for

Built for where you are.

Starting

Entrepreneurs

New LLC, first 1099 year, first set of books.

Growing

Growing Businesses

Outgrown DIY bookkeeping and the once-a-year cleanup.

This service is one step in the EZ Financial Fitness Experience. Not sure it is the right first step? A free consultation will tell you.

Related insights

Questions, answered plainly

What does monthly bookkeeping include?

Reconciled bank and credit-card accounts, categorized transactions, a profit and loss statement and balance sheet, and a short written review of what happened and what to watch. Typically you send statements and answer questions by the fifth business day and receive reports by the fifteenth.

Do I have to use QuickBooks Online?

It is our standard and we are strongest in it, but we will look at what you have. If you are on a spreadsheet or another system, the consultation covers whether to switch. You keep your own QuickBooks subscription and own your data.

Read every question we answer

Build the Financial Structure Behind Your Legacy.

Book a complimentary 20-minute conversation. No documents and no obligation, and you will leave knowing your next step.

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