QuickBooks Setup & Training
Get QuickBooks Online configured correctly for your business from the start. We handle the setup, connect your accounts, and train you to run it confidently on your own.
What This Is
QuickBooks Online is powerful software, but only when it’s configured correctly for your specific business. Most owners sign up, click through the setup screens, and start entering transactions without understanding how the chart of accounts, settings, and integrations actually work together.
This service handles the technical setup properly from day one, then trains you to use it. You’re not dependent on us to run your books forever. You learn how the system works so you can manage it yourself with confidence.
The Configuration
The Configuration
We build a chart of accounts that matches how your business actually operates. We connect your bank accounts and credit cards so transactions flow in automatically. We configure vendor defaults, sales tax settings, and user permissions if you have staff who need access.
The Training
The Training
Hands-on sessions showing you how to categorize transactions, run reports, and handle the situations you’ll encounter regularly. We answer questions until you feel comfortable navigating the software on your own. This isn’t a quick walkthrough. It’s real training.
Why This Matters
A poorly configured QuickBooks file creates problems you won’t notice until tax time. Your CPA asks for profit broken out by service type and you realize everything is dumped into a single income category. Your balance sheet shows account balances that don’t match your actual bank statements.
The software does exactly what you tell it to do. If the setup is wrong, the reports are wrong. Garbage in, garbage out. The issue is that the setup screens don’t explain what your choices actually mean for your financial data down the road.
Expensive Cleanup
Expensive Cleanup
Setting up QuickBooks incorrectly means paying someone to fix it later. Recategorizing twelve months of transactions is tedious work that bills by the hour. A proper initial setup costs a fraction of what cleanup costs after things have gone wrong.
Useless Reports
Useless Reports
The entire point of bookkeeping software is the reports it produces. If your chart of accounts doesn’t match how your business actually operates, those reports tell you nothing useful. You have a tool that creates work instead of providing insight.
What Changes
You open QuickBooks and actually understand what you’re looking at. The dashboard shows real information about your business. The reports answer real questions about profitability and cash flow. Your time in the software is productive instead of frustrating.
Tax season stops being a scramble. Your CPA can pull what they need because the data is organized correctly from the start. No manual cleanup, no surprise fees for extra preparation work. The books are ready because they’ve been right all year.
Self-Sufficiency
Self-Sufficiency
You know how to enter transactions, reconcile accounts, and generate the financial statements you need. The software works for you instead of creating extra work. When something unfamiliar comes up, you understand enough to figure it out or know to ask.
Ongoing Support
Ongoing Support
Questions come up months after the initial setup. A new type of transaction you haven’t handled before. A report you need but can’t find. We’re available to answer specific questions without charging you for a full engagement. You have someone to call who already knows your setup.
LA's Small Business Bookkeeper
The Next Step:
A Short Conversation
Tell us about your business and what you're dealing with. We'll listen, ask a few questions, and give you a clear price for the work.