Get Your Finances
Organized From Day One

Complete from-scratch setup of your QuickBooks Online account — configured correctly for your business type from day one.

• Company profile & settings
• Chart of accounts setup
• Bank & credit card connections
• Tax rate configuration
• Invoice & estimate templates

Set up professional invoicing so you get paid faster — with branded templates, recurring invoices, and payment reminders.

• Branded invoice design
• Recurring invoice automation
• Payment reminder setup
• Online payment integration
• Customer records setup

Monthly bookkeeping support — categorizing transactions, reconciling accounts, and generating P&L and balance sheet reports.

• Monthly transaction categorization
• Bank reconciliation
• Profit & Loss reports
• Accounts payable/receivable
• Tax-ready reports

If your QuickBooks is a mess — wrong categories, duplicates, missing transactions — I’ll clean it up and make it accurate again.

• Duplicate entry removal
• Miscategorization correction
• Reconciliation catch-up
• Historical data cleanup
• Process documentation