I provide complete QuickBooks Setup & Optimization for new and existing businesses that need a clean, structured, and professional accounting system. Whether you’re starting fresh or correcting an existing file, I ensure your QuickBooks environment is organized, accurate, and fully aligned with your business operations.
With two decades of experience in bookkeeping, payroll, financial operations, and organizational systems, I specialize in building QBO setups that support clear reporting, efficient workflows, and long-term accuracy. I configure your chart of accounts, customize lists, connect business accounts, create products/services, structure vendors/customers, and ensure all settings support your reporting needs.
This service is ideal for businesses launching their financial systems, transitioning from another platform, or repairing a poorly built QuickBooks file.
What This Service Includes:
• Brand-new QuickBooks Online setup
• Review and rebuild of existing files
• Chart of accounts creation or optimization
• Setting up vendors, customers, and products/services
• Connecting business accounts for seamless transaction import
• Customizing invoices, preferences, and workflows
• Mapping payroll, sales, and operating categories
• Ensuring proper tax settings and report structure
• Cleanup of existing list items and duplicates
• Final setup review + recommendations for ongoing workflow
Why Clients Choose Me:
• 20+ years of financial and operational experience
• Expert understanding of how QBO should be structured
• Strong diagnostic skills for fixing broken accounts
• Clean, organized, long-term solutions — not quick fixes
• Excellent communication and training for your team