Quickbooks Assistance

Accurate books are the foundation of solid business decisions, and maybe you’ve come to a point where the books feel a little tangled.

Whether you’re starting fresh, have months (or years!) of catching up to do, or trying to move your data into QuickBooks without losing your mind, these services are built to make the process easy and stress-free.

There’s no judgment here. Just clear, supportive help to get your system set up correctly, bring everything up to date, and make sure your financial information is accurate and usable going forward. You’ll know exactly what’s included, what it costs, and what to expect at each step.

Below you’ll find detailed services and pricing for QuickBooks setup, clean-up and catch-up work, and data migration.

Quickbooks Setup

From $700

Get your Quickbooks file built the right way from day one.

This service includes a customized chart of accounts, account and sub-account mapping, setup of bank and credit card feeds, and input of any beginning financial data in order to start off with clean and accurate books.

If you prefer to keep your bookkeeping in-house but need assistance getting started, Quickbooks training is also available.

  • Consultation and retainer fee required

Quickbooks Clean-up/Catch-up

Custom Pricing

This service includes a review of your existing Quickbooks file, adding transactions, correcting errors or omissions, reconciling of accounts, and re-categorization of transactions, if necessary.

  • Consultation and retainer fee required

Quickbooks Data Migration

Custom Pricing

Need to move your books from one accounting software to Quickbooks and not sure where to start? Do you need to merge two or more sets of books into one cohesive file? Then this service is for you!

  • Consultation and retainer fee required