QuickBooks
QuickBooks bookkeeping and management, run right.
Setup, cleanup, migration, and monthly management inside QuickBooks Online and Desktop. We run your books in QuickBooks — we're not Intuit's help desk. Every file we touch is checked before it goes back to you.
Diagnostic first. Fixed-fee, scoped in writing.
Reviewed before delivery: before the file comes back to you, each account in it is reconciled to its statement and anything unresolved is written down. The six review steps.
Quick answer
QuickBooks management means running your books inside the QuickBooks Online or Desktop file you already own — setup, cleanup, migration, reconciliation, and the monthly bookkeeping that keeps it accurate. If you only need a how-to answer about the software, Intuit's help covers it; if you want the file itself kept right month to month, that's this service.
Services
Everything QuickBooks, from setup to monthly management.
Setup, cleanup, migration, or month-to-month management — handled inside QuickBooks.
QuickBooks ProAdvisor
What a Certified ProAdvisor is, which Intuit certifications matter, and how to choose one.
- What the credential covers
- What to ask before you hire
- Online & Desktop service
QuickBooks cleanup
Inflated balances, misclassifications, and reports that don't tie out — fixed.
- Diagnostic before any work
- Misclassifications corrected
- Reports that finally tie out
QuickBooks setup
A proper foundation: chart of accounts, bank feeds, and rules — right from day one.
- Chart of accounts built to fit
- Bank feeds & categorization rules
- Set up to stay clean
Desktop → Online migration
Move from QuickBooks Desktop to Online with balances intact and a clean cutover.
- Balances migrated intact
- Clean, verified cutover
- Post-migration file check
QuickBooks support
We find the accounting problem behind the symptom and fix it in your file.
- Cause found, fix explained
- One-time or ongoing
- In your business context
Online vs Desktop
The version question, answered straight — which QuickBooks actually fits you.
- QBO vs QBD, plainly
- Which fits your operation
- A migration path if needed
QuickBooks Online, managed
Your QBO managed monthly — feeds reviewed, rules audited, every account reconciled.
- Your subscription, your control
- Feeds reviewed, never auto-added
- Closed every month
QuickBooks consulting
The file works but fights you — friction found and re-engineered out, reasoning handed over.
- Diagnostic-first engagement
- Rules, apps & workflows reviewed
- Fixes that outlast the consultant
File repair
Damaged or corrupt company files, triaged honestly — including when it's specialist territory.
- Copy first
- Built-in tools run properly
- Boundaries stated plainly
QuickBooks training
Sessions in your actual file — your chart, your feeds — scoped per seat, owner or team.
- Your file, not a demo company
- Owner and operating layers
- Self-sufficiency as the deliverable
Working against a filing date, a waiting CPA or a closing? A deadline-first cleanup sequences the periods you need first, on a real timeline.
QuickBooks problems we solve
If your QuickBooks file fights you, you're in the right place.
Common QuickBooks patterns. Each one is fixable once it's properly diagnosed.
“Nothing in the file adds up.”
Balances that are too high, transactions in the wrong accounts, reports that disagree. A diagnostic comes first, then a cleanup in a set order.
QuickBooks cleanup Reconciliation“The bank says one thing, QuickBooks another.”
Accounts nobody has reconciled and an Undeposited Funds balance that keeps growing. Each account is agreed to its statement and the cause is corrected where it started.
QuickBooks cleanup Setup“You set it up yourself and it's a mess.”
A chart of accounts that means nothing, feeds miscategorizing everything. We rebuild the foundation so it stays clean.
QuickBooks setup Migration“You need to move from Desktop to Online.”
You want QBO but you're afraid of losing history or breaking balances. We migrate intact, with a verified cutover.
Desktop → Online migration Support“QuickBooks support couldn't help you.”
A ticket closed without the cause found. We find the accounting problem behind the symptom and fix it in your file.
QuickBooks support QuickBooks Live“Is QuickBooks Live enough for your business?”
Live works scheduled hours within Intuit's published scope. We scope a fixed fee to your file instead. See how the two compare.
Live or an independent ProAdvisorWhat we are
A bookkeeping firm — not Intuit's software support.
We run your bookkeeping inside QuickBooks Online or QuickBooks Desktop — not on top of it, not in a separate platform we'll quietly migrate you to. Your file stays clean, your close ties out, and your CPA can pull anything they need.
We own the outcome on your file. For genuine software bugs that need Intuit, we'll tell you — and point you there. The QuickBooks work is one lane of our accounting work — the file managed right, and the numbers made readable.
- QuickBooks Online
- Monthly management, reconciliations, reporting, and clean app integrations inside QBO.
- QuickBooks Desktop
- Bookkeeping on QBD with periodic file-health checks and migration support when it's time.
- File cleanup
- Diagnostic-first cleanup of inflated balances, miscategorized transactions, and broken reports.
How it works
From a file review to a QuickBooks that runs itself.
Free books review
We open your file and set out, in writing and before any work, which parts are sound, which aren't, and what fixing them involves.
Setup or cleanup
We build the foundation or rebuild the mess — chart of accounts, feeds, rules, and a reconciled baseline.
Migration, if needed
Moving Desktop to Online? We migrate balances intact, verify the cutover, and run a post-migration check.
Monthly management
Reconciliations, categorization, a documented close, and reports you can read — every month.
Support on your schedule
Help when you have a question about your file — not a hold queue and a ticket number.
Figure data as a table
| Where does the file stand? | Then | Why |
|---|---|---|
| Not set up, or set up wrong | QuickBooks setup | Fixed fee from $850 |
| Misbehaving, records sound | QuickBooks file cleanup | $850–$2,500 once |
| Still on Desktop | Desktop-to-Online migration | Fixed fee from $1,500 |
| Clean, to be kept clean | Monthly management | $550–$1,800 a month |
| Source: Everholt & Co. published ladder (pricing page) | ||
Who this is for
Built for businesses across the US that run on QuickBooks.
QuickBooks Online users
Owners on QBO who want the file managed monthly — reconciled, categorized, and closed on time.
QuickBooks Desktop users
Businesses still on QBD that need ongoing management, file-health checks, and a clean migration path when the time is right.
Setting up or switching
New businesses setting up QuickBooks the right way, and owners switching from another bookkeeping arrangement.
QuickBooks Live, compared
Scheduled hours, or a fixed fee scoped to your file.
QuickBooks Live is run by Intuit itself: its bookkeepers work scheduled hours inside a published scope. Here's how we run the same work instead.
| QuickBooks Live | Our approach |
|---|---|
| Scheduled hours within a published scope | A scope set in writing for your file after a free review. |
| Priced in tiers by your monthly expenses | A fixed fee based on your actual volume and complexity. |
| Covers the work in Intuit's published scope | Reconciled to source and closed on time, plus the operational work the published scope excludes. |
Checked: , the QuickBooks Live column against Intuit's help article on the bookkeeping service.
See the full breakdown: what Live covers and what a ProAdvisor covers →
Operational standards
Four things every QuickBooks engagement holds to.
Reviewed before delivery
Each file is checked against the statements before it comes back to you.
Diagnostic before any work
The problems are mapped and a fixed fee is agreed in writing first; a tangled file still carries one fee.
Secure file access
Multi-factor authentication on each login we hold for your books, accountant-level access and least-privilege controls. No shared admin logins.
Books ready for your CPA
Each account reconciled inside QuickBooks and each fix written down, so tax season is a handoff.
The standards we work to.
QuickBooks is a good tool in the right hands. The software doesn't keep your books; judgment and a monthly reconciliation do.
FAQ · Updated October 2026
What owners ask about QuickBooks work.
Cleaning up or setting up a file? Send us the details and we'll look and tell you the truth.
Start with your file
Let us look at your QuickBooks.
A review of your file: what's wrong, what fixing it involves, and whether we're the right firm for it. The free books review closes with a written scope and one fixed fee; no price is guessed on the call.