QuickBooks Support
Whether you’re just getting started with QuickBooks or struggling with a messy file, I provide hands-on support to ensure your books are accurate, organized, and easy to manage. My goal is to give you confidence in your numbers so you can focus on running your business.
From setup to training, I’ll help you get the most out of QuickBooks.
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Set-Up
Initial account setup tailored to your business
Customized chart of accounts for accurate tracking
Connection of bank feeds and integrations
Guidance on best practices to set you up for long-term success
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Clean-Up
Correction of errors and misclassifications
Reconciliation of accounts
Streamlining of reports and settings
Bringing your books up-to-date so they’re ready for tax time and decision-making
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Training
Personalized, one-on-one sessions
Learn how to enter transactions, reconcile accounts, and run reports
Tips for staying organized throughout the year
Ongoing support for questions as you continue learning
Frequently asked questions
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I specialize in QuickBooks Online, but I also assist with Desktop users who need help converting to Online.
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Yes! As a Certified QuickBooks ProAdvisor, I’ve completed advanced training and certification directly through QuickBooks, giving me the expertise to guide you through setup, clean-up, and training with confidence.
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It depends on the state of your books. Sometimes just a few hours, other times a bit longer. After reviewing your file, I’ll provide an estimated timeline and cost.
Let’s get your books in order!
QuickBooks should make your business easier, not more stressful. I’ll help you set it up right, clean it up if it’s messy, and teach you how to use it with confidence.