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Includes 2 hours of personal remote training and one month of support for subjects covered in the training session.

Covers how to:

  • Enter and pay bills

  • Invoice customers and receive payments

  • Set up inventory items

  • Link bank accounts and categorize transactions

  • Reconcile bank accounts


This plan is geared toward experienced users. Includes 2 hours of personal remote training and two months of support to help optimize QB.

Sessions are tailored to:

  • Answer specific questions

  • Demonstrate how to fix problem transactions

  • Create custom reports -  filter and summarize transactions to focus on goals

  • Explain the impact transactions have on financial statements. 

  • Provide industry specific tips and tricks

  • Create cash flow and budget to actual reports​


Start a new company file in QB Online or QB desktop with beginning balances but no historical data. 

  • Tailored chart of accounts

  • Import vendors

  • Import customers 

  • Set up classes / properties

  • Set up bank feed 

  • Record beginning balances

  • Customize preferences to optimize for industry


Create a new company file with historical data imported from another accounting package or from Excel spreadsheets.


  • Import chart of accounts

  • Import vendors

  • Import customers 

  • Set up classes / properties

  • Set up bank feed 

  • Customize preferences to optimize for industry

  • Import expense transactions

  • Import income transactions

  • Reconcile bank accounts and credit card accounts

  • Email and telephone support​


Improve Processing to Maximize Efficiency 

This is highly customized service dependent on the bookkeeping environment. Time is spent understanding the owner's business requirements and the current workflow. ​

Services provided in the past: 

  • Set up bank feeds to minimize data entry 

  • Set up system to scan receipts and bills create rules in bank feed to speed up account classification of expenses 

  • Improve managerial reporting.

  • Modify chart of account to align with report detail requirements.

  • Create items and jobs to allow for easier filtering and summarizing of data. ​ Set up classes to enable reporting by business segments. ​Assign vendor types to enhance report filtering.

  • Job Costing process and reports ​

  • Create items and jobs for better tracking of expenses and income

  • Customize Job Profitability report​

  • Create Custom Reports 

  • Maximize QB reporting capabilities to create reusable custom reports

  • Link QB data to Access or Excel Power Query/Pivot tables to create specialized report​s


Produce accurate monthly financial statements and review with business owners.

  • Categorize transactions

  • Reconcile bank and credit card accounts

  • Record adjusting entries 

  • Record loan payments and interest expense



  • Sales Tax Filing

  • Bankruptcy Court filing 

  • Budget to actual reports 

  • Forecasting and Projections

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