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Get QuickBooks working for you
QuickBooks Setup, Cleanup & Training
Starting fresh, cleaning up a file that got away from you, or just tired of guessing? A Certified QuickBooks Online ProAdvisor sets it up properly, fixes what's broken, and shows you how to actually use it.
from $500 one-time
What you'll gain
Real outcomes, not just numbers
- A chart of accounts that matches how your business really works
- A file you can finally trust the numbers in
- Confidence to handle the day-to-day entries yourself
- No more duplicates, miscategorized transactions, or mystery balances
What's included
- QuickBooks Online setup and chart of accounts design
- Cleanup and catch-up of prior months or years
- Bank and credit card connections, plus automation rules
- One-on-one training sessions at your pace
- Ongoing support after you're up and running
Best for: Business owners on (or moving to) QuickBooks Online.
Once the books are clean
The numbers start telling you something
Accurate books are the starting point, not the finish line. When you're ready to talk about what they actually mean — your pricing, your margins, the slow season, the next hire — Meagan and Brian sit down with you and work through it together.
Learn about ConsultingReady to hand off the books?
Your first consultation is free and pressure-free — even if you're months behind. Let's find out where you stand.