QuickBooks ProAdvising

Many clients have their own QuickBooks system but need fine-tuning or periodic help.  As Certified ProAdvisors, we are more than capable of handling these needs.

  • Initial Company Setup – When you first purchase your program, we can come in and set up the company profile for you so you will be ready to go in no time.
  • Tune-ups – We can come in as needed to review everything, reclassify transactions that went to the wrong place, make sure everything looks good.
  • Chart of Accounts – sometimes all you need is help setting up the chart of accounts.  This is very important for financial reports to show where you are spending your money and on what.
  • Emergency fixes – this is what a ProAdvisor excels at.  At times you may realize that your records are a mess.  Call us to come in and evaluate the problem, help you clean it up, or start over without having to re-enter everything all over again.


We work on both QuickBooks for Windows and QuickBooks for Mac.

For some fixes, we will need to be on-site, but quite a few can be fixed remotely.  Give us a call with your needs and we will discuss with you the options.