Set up right the first time — or cleaned up if it was not. Flat-rate packages with hands-on training so you actually know how to use your own books.
A poorly set-up QuickBooks file creates months of problems — miscategorized expenses, reports that do not make sense, and tax prep that takes three times longer. We set it up correctly from the start.
Already have QuickBooks but it is a mess? Duplicate transactions, miscategorized expenses, unreconciled accounts — we have seen it all. Cleanup is a flat-rate project with a clear quote before we start.
We help you choose based on your actual business needs — not what is easiest for us.
Flat-rate pricing — know your cost before we start. All packages include a training walkthrough and 30 days of post-setup support.
All setup packages are flat-rate. Price confirmed before work begins.
Yes — QuickBooks cleanup is one of our most common projects. We review your chart of accounts, reconcile accounts, clean up duplicates, and fix categorization errors. You get a flat-rate quote after a free initial review.
Yes. All setup packages include 30 days of post-setup email support. For ongoing monthly bookkeeping where we maintain your books, see our bookkeeping packages.
We can migrate from most common platforms including Wave, FreshBooks, and spreadsheets into QuickBooks Online. More complex migrations are assessed case by case.
A Starter Setup takes 2 to 3 business days. A Full Setup or Cleanup typically takes 5 to 10 business days depending on how much historical data is involved.
Training is included for you and up to two team members. Training for a larger team is available as an add-on.
Yes. Jenni is a certified QuickBooks ProAdvisor in both QuickBooks Online and QuickBooks Desktop, passing Intuit certification exams and staying current with platform updates each year.
Free 30-minute consultation â no pressure, no jargon. Just an honest conversation about what your business needs.
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