Starting with QuickBooks Online is one of the best decisions you can make for your business—but only if it's set up correctly from the start. A poorly configured company file can lead to inaccurate financial reports, bookkeeping headaches, and costly mistakes down the road.
As a CPA and QuickBooks specialist, I help business owners get their QuickBooks Online account set up the right way, so you can confidently manage your finances and make informed business decisions.
Whether you're launching a new business, moving from spreadsheets, or replacing another accounting system, I'll customize your QuickBooks Online file to fit your business and your workflow.
Every QuickBooks Online setup is tailored to your business, but services may include:
Creating your QuickBooks Online company file
Setting up your Chart of Accounts
Configuring GST/HST and sales tax settings
Connecting bank and credit card accounts
Setting up customers, suppliers, and products/services
Creating invoices, estimates, and payment settings
Customizing reports and dashboards
Setting up user permissions
Establishing best practices for accurate bookkeeping
One-on-one training so you feel confident using QuickBooks
Unlike many bookkeepers or IT consultants, I'm a CPA who specializes in QuickBooks. I don't just help you learn the software—I make sure your accounting system is built to provide accurate financial information that supports better business decisions.
My goal is to save you time, reduce frustration, and help you avoid common setup mistakes that can be expensive to fix later.