Reports you believe
When the structure is right, the profit and loss stops needing to be explained away.
QuickBooks
Most QuickBooks files are not broken. They were never set up.
The default chart of accounts is designed to suit every business, which means it suits none of them.
Items get miscoded, opening balance equity never gets cleared, undeposited funds quietly accumulates, and the reports become something nobody trusts. A few hours of proper set-up at the start saves years of reconciliation afterwards.
We set up new files, migrate from Desktop or another system, or diagnose and clean a file that has drifted — then train you so you are not dependent on us.
Scope
What’s included
File diagnostic
A written report on what is wrong, what it is costing you, and what fixing it involves.
Chart of accounts design
Built for your industry, with classes, locations or projects where they earn their keep.
Migration
Desktop to Online, or from another platform, with history preserved and balances tied out.
Bank feeds and rules
Connections established and automation rules written so routine coding happens without you.
Integrations
Point of sale, e-commerce, payroll, time tracking and payment processors connected and reconciled.
Recorded training
One-to-one sessions, recorded and handed to you, covering the tasks your team will actually do.
Outcome
Why it matters
Less time in the software
Good rules and clean feeds turn a weekly chore into a short review.
No dependency on us
The training is genuinely meant to make you self-sufficient, whether or not you keep us monthly.
Process
How it works
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Diagnostic
We review the file and produce written findings with a fixed quote to fix it.
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Design
Chart of accounts and reporting structure agreed with you before anything changes.
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Build and migrate
Work is done in a copy first, reconciled, and only then made live.
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Train and hand over
Recorded sessions for you and your staff, plus a written procedures document.
Suited to
Who this is for
- New businesses setting up accounting for the first time
- Anyone moving from QuickBooks Desktop to Online
- Owners who want to do their own books but do them correctly
- Companies adding locations, classes or job costing
FAQ
Questions
For the overwhelming majority of businesses, Online — for bank feeds, multi-user access, app integrations and the fact that Intuit’s development has moved there. Desktop still wins for a few inventory and job-costing scenarios, and we will say so if yours is one of them.
Usually yes, and it is usually cheaper. We only recommend starting fresh when the historical damage would cost more to unwind than to rebuild — and we show you that comparison before you decide.
Often needed alongside this
Other services
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Bookkeeping & Catch-Up
We rebuild the periods in order, reconcile them properly, and then move you onto a monthly rhythm so it never happens again.
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Business Accounting
Reconciliation, statements, ledger and close — delivered on a published date each month, for less than a part-time bookkeeper costs.
Let’s find out what you should actually be paying.
Thirty minutes with an Enrolled Agent, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.