QuickBooks Online Setup
I’ll create a QuickBooks Online setup tailored to your business — chart of accounts, bank feeds, custom reports, and preferences aligned with your industry and goals. This ensures accurate records from day one and saves hours of future cleanup. This QuickBooks Online setup will get you set for easy categorization, reconciliation, and reports that will give you the insight you are looking for.
A consultant client started with a preloaded “catch-all” expense account; I restructured their chart to track travel, software, and subcontractor costs separately so they could see where their money was really going. Another client needed a few assets and long-term loans set up correctly in the Chart of Accounts. These help them really know where their money is but also helps their CPA to easily find the information they need for taxes.
more2heather@gmail.com | (206) 227-6128