Master your books with QuickBooks Online

We set up or optimize your QuickBooks account and train you to use it with confidence and clarity.

QuickBooks Online is one of the most powerful tools for small business owners, but only when it is set up correctly. We help you use it the right way so you can save time, avoid mistakes, and understand your numbers.

Our Approach

We take the time to understand your business and bring your books into alignment with your goals. Whether you are behind or just starting out, we meet you where you are and keep your books current month after month.

  • What We Offer

    We set up your QuickBooks file properly and customize it for your business. Then we walk you through how to use it effectively so you can manage your books on your own with ease.

  • Ideal For

    This service is great for solopreneurs and small business owners who want to do their own bookkeeping but need expert guidance to start on the right foot.

  • How It Works

    Book a session and we will set up or review your QuickBooks account, then guide you through everything step by step so you feel confident moving forward.

Schedule Your Session

 FAQs

  • QuickBooks setup and training starts at $450 for a full setup and walkthrough. Training-only sessions start at $200. If you need file review, corrections, or more than one session, we’ll provide a custom quote based on your needs.

  • Yes. We can set up a brand-new QuickBooks Online account and customize it for your business.

  • Yes. If you already use QuickBooks but something seems off, we’ll review your file and correct any errors.

  • Yes. We can train you on your existing QuickBooks setup and help you use it more effectively.

  • Most training sessions are 1–2 hours, depending on your needs. We tailor each session to your comfort level and experience.

  • QuickBooks is a great tool, but having a professional to set it up and guide you ensures accuracy and saves time. We also recommend working with a CPA for tax preparation.