We bring you the best possible solutions for your company.

Business start-up consulting

Starting from Scratch? We will set up your Quickbooks Online so it fits your business and gives you an organized foundation from day one.

Quickbooks conversion

Ready to move from Quickbooks Desktop or another accounting system? We’ll help move the information you need to ensure a smooth transition.

Custom chart of accounts

We’ll create or customize your chart of accounts around your business, making your business more organized and your financial reports easier to read.

Bookkeeping Work Flows

We’ll create simple, repeatable processes for managing your bookkeeping, so your records stay organized, consistent and are easy to maintain.

Start up

Industries

Bookkeeping setup built around your business.

Every business is different, so your bookkeeping setup shouldn’t be one-size-fits-all. We work with companines across a wide range of industries and tailor your Quickbooks setup, chart of accounts, and workflows to fit the way your business actually operates.

New business, awesome help.

“From the get go, Kathy has helped me every step of the way. She knows her stuff, has awesome customer service skills, and makes my life so much easier!”

Taiza Luna

Quickbooks ProAdvisor Review

Kathy makes it easy.

“Within a few days she was able to integrate my Shopify store and Venmo income into Quickbooks…I couldn’t be more pleased with the way she was able to straighten out the bookkeeping side of my business.”

Kate’s Toffee

Quickbooks ProAdvisor Review

Start with a setup that works for your business.

A good bookkeeping setup should make things easier, not create more work. The right categories, workflows, integrations and settings can save time now and prevent bigger cleanup problems later .

With proper set up

  • Categories that make sense for your business(not a junk drawer).

  • App integrations that actually save you time, not create morework.

  • Clear, consistent bookkeeping processes.

  • Accurate opening balances.

  • Quickbooks configured correctly from the start.

  • Reports that are much easier to understand.

Without a proper setup

  • Confusing or unnescessary categories

  • Apps that duplicate work or create cleanup problems.

  • Inconsistent bookkeeping from month to month.

  • Incorrect opening balances.

  • Quickbooks settings that create problems later.

  • Reports that are difficult to understand or trust.

Need a personalized solution?

Your business isn’t one-size-fits all.

Your bookkeeping shouldn’t be either.

Let us customize a setup to fit your needs.