QuickBooks Setup & Cleanup

These are one-time, project-based engagements — separate from our ongoing Business Vitals Coaching packages — for independent retailers and restaurant owners who need their QuickBooks file built right from the start, or fixed when it has fallen behind. As a Certified QuickBooks ProAdvisor, we scope each project for a flat fee based on what your file actually needs.

QuickBooks Setup

Starting fresh, or starting over? We set up a new QuickBooks Online company file the right way, so it works for your business from day one.

• Set up a new QuickBooks Online company file correctly from the start
• Configure a chart of accounts built for retail or restaurant businesses
• Connect bank and credit card feeds and the apps you already use
• Set up products/services, sales tax, and payroll items

QuickBooks Cleanup

If your books have fallen behind — months of unreconciled transactions, miscategorized expenses, or a chart of accounts that no longer makes sense — we get them current again.

• Reconcile months — or years — of unreconciled bank and credit card accounts
• Correct miscategorized transactions and straighten out the chart of accounts
• Catch up overdue bookkeeping so the books reflect reality again
• Get the file current and audit-ready, whether that’s for a loan, taxes, or your own peace of mind

Looking for ongoing QuickBooks training instead? Visit our QuickBooks Training page for one-on-one and group sessions.

Not sure whether you need a setup, a cleanup, or both? That is exactly what the free evaluation call below is for.