Setup · Cleanup · Catch-Up · Training · Nationwide
QuickBooks, set up the way a CFO and a tax preparer actually want it.
Most QuickBooks files are a liability, not an asset — a messy chart of accounts and months of miscategorized transactions that turn every tax season into a cleanup project. We build (or rebuild) yours so the books are tax-ready and decision-ready year-round.
What’s included
Books you can actually trust.
A clean file, reconciled accounts, and reporting that reflects reality — built by people who also read the numbers and file the return.
- QuickBooks Online setupNew-company setup, a chart of accounts designed around your business and your tax return, and connected bank and credit-card feeds.
- Cleanup & catch-upRebuilt chart of accounts, re-categorized transactions, and reconciled accounts — whether you’re a month or two years behind.
- Reconciliation disciplineEvery bank and credit-card account reconciled so the balance sheet ties out and the P&L is real.
- Reporting setupThe handful of reports that actually inform decisions — and memorized so you can pull them in a click.
- MigrationDesktop-to-Online conversion, or a move from spreadsheets, done cleanly with history intact.
- Training & handoffA working session so you or your team can run day-to-day entry with confidence — or a clean handoff to our bookkeeping team.
Who this is for.
Owners whose QuickBooks file has drifted into a mess; businesses months or years behind on the books; founders who bought QuickBooks and never set it up properly; and anyone whose tax preparer has quietly been charging cleanup fees every spring because the file arrives broken.
How it works
Four-step engagement.
File Review
A free 45-minute session and a look at your current file. We identify what’s broken, what’s missing, and how far behind you are before quoting anything.
Scope & Quote
A fixed-fee quote for setup or cleanup based on the file’s actual condition — no open-ended hourly meter.
Build or Rebuild
Chart of accounts, feeds, reconciliation, and reporting — done and verified against source documents.
Train or Maintain
We hand you a clean file and train your team, or take over the monthly close through our bookkeeping and CFO services.
Pricing.
Setup and cleanup are quoted as a fixed fee after a file review, so you know the cost before we start. Ongoing consulting or bookkeeping is scoped by cadence.
Quoted in advance, in writing. Your QuickBooks subscription is billed by Intuit, separately.
Fixed feesetup & cleanup · after file review
Scopedongoing consulting
Every engagement is scoped so a clean, reliable file is worth more than it costs — and if your books only need a small fix, we’ll say so.
FAQ
Common questions.
QuickBooks Online or Desktop?
For nearly all small businesses we recommend QuickBooks Online — it’s what our workflow, bank feeds, and remote collaboration are built around, and it keeps your books accessible to you and to us at the same time. If you’re on Desktop, we can advise on whether and how to migrate, and handle the conversion cleanly.
My books are a year (or more) behind. Can you catch me up?
Yes. Catch-up and cleanup are a defined scope: we rebuild or correct the chart of accounts, reconcile every bank and credit-card account, fix miscategorized transactions, and hand you back a set of books that ties to reality — and to what a tax return will need. We quote catch-up separately after reviewing the file, so you know the cost before we start.
Do you do the ongoing bookkeeping too, or just set it up?
Either. Some clients want a clean setup and training so they can run it themselves; others want us to own the monthly close through our bookkeeping and fractional CFO services. We’ll tell you honestly which fits your size and appetite rather than pushing a monthly retainer you don’t need.
Why have a tax and CFO practice handle QuickBooks instead of a bookkeeper?
Because the chart of accounts and how transactions are categorized directly determine how easy — or painful — the tax return and every financial decision will be. We set QuickBooks up the way the person who prepares your return and the person who reads your numbers actually want it, so the books are an asset at tax time instead of a cleanup project.
Related services
What pairs with QuickBooks work.
Bookkeeping
Once the file is clean, ongoing monthly bookkeeping keeps it that way.
Explore bookkeeping →Fractional CFO
Turn clean books into dashboards, forecasts, and decisions.
Explore fractional CFO →Tax Preparation
Books built for the return mean tax season stops being a cleanup project.
Explore tax prep →Tired of dreading your own books? Let’s fix the file.
The first conversation is free, candid, and useful — even if you don’t hire us.
Schedule Your Free Strategy Session