Whether you're starting from scratch, migrating from spreadsheets, or need a messy file cleaned up, we build a QuickBooks Online setup that actually fits your business.
QuickBooks is powerful, but a default, out-of-the-box setup rarely fits any real business well. A generic chart of accounts, no bank rules, and no class or location tracking means more manual work every month and less useful reporting. We set QuickBooks Online up properly once, then keep it running clean.
We review your current setup (or lack of one) and identify what needs to change — chart of accounts, bank connections, historical data.
We build a custom chart of accounts for your business, set up bank feed rules to speed up categorization, and clean up any historical errors.
As your business evolves, we adjust the chart of accounts, add class/location tracking if useful, and keep automation rules current.
We monitor for errors, duplicate entries, and miscategorizations as part of your regular bookkeeping — not as a separate project.
Start with a free Bookkeeping Health Check — no obligation, no credit card.
Apply for Free Trial →QuickBooks Online is our primary platform and where we recommend most small businesses land, but we also support QuickBooks Desktop and can help plan a migration if that makes sense for you.
In almost every case, yes. We've cleaned up files with years of miscategorized transactions and missing reconciliations. Our Catch-Up Bookkeeping service pairs directly with this if your books are significantly behind.
Yes, this is a common starting point. We'll set up QuickBooks Online properly and migrate your historical data so nothing is lost in the transition.