Accounting & Operations
QuickBooks Setup & Training
QuickBooks set up right from day one, or cleaned up if it is already a mess, plus training so your team can use it.
All Accounting & OperationsWhat this is
We configure QuickBooks around your entity structure and tax plan, migrate historical data, and train your team so the file stays accurate after we hand it back.
What is included
- New file setup or full clean-up of an existing file
- Chart of accounts and class tracking mapped to your entities
- Bank feeds, rules and app integrations configured
- Live training for your team, with documentation
- Ongoing support when something breaks
Who this is for
- Businesses moving off spreadsheets
- Owners whose QuickBooks file no longer reconciles
- Teams that inherited a file nobody understands
Every engagement starts with a free consultation of up to 60 minutes with Brent. Quotes and initial consults are free; deeper assessments are scoped and priced on that call.
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Free consultation, up to 60 minutes
Talk through quickbooks setup & training with Brent.
Up to 60 minutes, no charge, and you leave knowing exactly what it would take.