Reports you believe
When the structure is right, the P&L stops needing to be explained away.
QuickBooks
Set up once, properly, by someone who will have to use it
A chart of accounts built around your business — not the default template — so the reports answer the questions you actually ask.
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 are miscoded, the opening balance equity account never gets cleared, undeposited funds quietly accumulates, and the reports become something nobody trusts.
A few hours of proper set-up at the beginning saves years of reconciliation afterwards.
What the engagement covers
New file set-up, migration from Desktop or another system, or a diagnostic and clean-up of a file that has drifted. Chart of accounts designed for your industry, products and services mapped correctly, bank feeds and rules configured, sales tax set up against the right CDTFA jurisdictions, and users given the right permission levels.
Then training — recorded, so new staff can watch it later rather than being taught from scratch.
Included
What you get
File diagnostic
A written report on what is wrong with the current file, what it is costing you, and what fixing it involves.
Chart of accounts design
Built for your industry and your reporting needs, 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 & 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 properly.
Recorded training
One-to-one sessions, recorded and handed to you, covering exactly the tasks your team will do.
Why it matters
What changes for you
Less time in the software
Good rules and clean feeds turn a weekly chore into a short review.
Set up for what comes next
A file structured for a lender, a buyer or a second location before you need it to be.
No dependency on us
The training is genuinely intended to make you self-sufficient, whether or not you keep us for monthly work.
The process
How the engagement runs
01
Diagnostic
We review the file and produce a written findings report with a fixed quote to fix it.
02
Design
Chart of accounts, items, classes and reporting structure agreed with you before anything is changed.
03
Build & migrate
The work is done in a copy first, reconciled, and only then made live.
04
Train & hand over
Recorded sessions for you and your staff, plus a written procedures document.
Questions
QuickBooks Setup, answered
Still not sure? Ask us directly — the first conversation costs nothing and we will tell you honestly whether this is what you need.
For the overwhelming majority of small 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 the comparison before you decide.
We strongly recommend it. Your accounting file is a business record; it should sit on a subscription you control, with us added as an accountant user.
Related
Often needed alongside this
Bookkeeping & Monthly Close
Reconciled every month, closed on a schedule, and delivered with a short note explaining what changed. Not a shoebox reconstructed in March.
Learn more
Payroll & Worker Classification
Running payroll is the easy part. Staying on the right side of the EDD, wage orders, sick-leave accrual and worker classification is where employers actually get hurt.
Learn more
Outsourced CFO & Financial Advisory
Forecasting, margin analysis, pricing and capital decisions — the work a full-time CFO would do, scaled to a business that does not need one full time.
Learn more
Let’s talk about your quickbooks setup.
A thirty-minute call, no charge, and a fixed quote before anything begins. If we are not the right firm for this, we will tell you that too.