QuickBooks.
New QuickBooks Online setup, top-to-bottom cleanup, or full migration from QuickBooks Desktop. We get your books in working order and keep them there.
- 4wkTypical cleanup turnaround
- EliteQuickBooks ProAdvisor tier
- 15+Years on the platform
Whether you have a QuickBooks Online account already, need one set up, or need a full transfer from another program to QuickBooks, we do it all. Beki holds the Elite ProAdvisor credential, the top tier of Intuit's program.
Everything in the engagement.
No surprise add-ons. No "you'll need to upgrade for that." A QuickBooks engagement covers everything below at the same fixed monthly rate.
New QuickBooks Online setup
An efficient, ongoing accounting system built from scratch in QuickBooks Online with a customized chart of accounts tailored to your business.
Desktop to Online conversion
Full migration from QuickBooks Desktop to QuickBooks Online, preserving history and rebuilding what does not translate cleanly.
Full account cleanup
Correct categorizations, deduplicated income/expense accounts, and a Customer and Vendor list that actually reflects who you do business with.
Chart of accounts review
A chart of accounts tuned to how you actually run your business, not a generic Intuit template.
P&L and balance sheet review
Once the file is clean, we walk through the key financial statements with you so the numbers actually mean something.
Handoff or hand-off-and-stay
When the file is clean, you can take it back, or hand it over to us for ongoing monthly bookkeeping. Most clients choose the latter.
- Your QuickBooks file is a mess and you've given up on fixing it yourself
- You're stuck on QuickBooks Desktop and want to move to Online
- You're starting a new business and want the books built right from day one
- You inherited a file from a previous bookkeeper and don't trust it
- You use Xero, Wave, or another non-QuickBooks system as your accounting platform
- You're not yet at the point where dedicated accounting software makes sense
We'd rather refer you to a better fit than overserve the wrong client. Reach out anyway. We know good people for every situation.
From day one to a clean monthly close.
Most engagements onboard in two weeks. The first monthly close lands on schedule the month after.
- 01
Free consultation
We look at what you have today (or what you need from scratch) and scope the work.
- 02
Get read or write access
We connect to the existing file (or stand up a new one) and inventory what needs to change.
- 03
Cleanup or build
A focused engagement to get the file to a known-good state. Timeline depends on scope.
- 04
Hand off or carry on
You keep the file. We can stay on for monthly bookkeeping, or step out cleanly.
- Do you only work in QuickBooks Online?
- For ongoing bookkeeping engagements, yes. For one-time conversions we can pull from QuickBooks Desktop and other systems.
- Will you train my team?
- Yes. After cleanup or setup, we can do a Loom walkthrough or a live training session for whoever on your team will be using the file day-to-day.
- How long does a cleanup take?
- Most cleanups take two to four weeks of calendar time, depending on how many months are behind and how messy the file is. We will quote a fixed price after the consultation.
- Can you also do my bookkeeping after the cleanup?
- Absolutely, and most clients choose that path. The slope from clean books back to chaos is steep, so a monthly cadence keeps the cleanup investment from quietly unraveling.
Other services.
Let's get the books caught up.
Free thirty-minute consultation. We'll review where you are, where you want to be, and what fits.