This service is for you if:

• You're starting a new business and want QuickBooks set up correctly from the beginning, rather than fixing mistakes later

• You've been using QuickBooks but the setup itself has never felt right — categories don't make sense, reports don't look accurate, or bank feeds keep causing problems

• You inherited a QuickBooks file from a previous bookkeeper, accountant, or your own DIY setup, and it needs a real structural review

• You want to switch to QuickBooks from another system and need it built out properly

Currently using Zoho Books instead? Setup and cleanup support is also available for Zoho Books — reach out to discuss your specific platform.

Available to Pierce County businesses in Orting, Sumner, Puyallup, Bonney Lake, Graham, Tacoma, and Auburn, and remotely to clients anywhere else. 

For new setups:

• Full QuickBooks Online account setup, configured correctly from day one

• Chart of accounts built around your specific business and industry

• Bank and credit card accounts connected and configured

• Categorization rules set up to keep things clean going forward

For existing files that need cleanup:

• Correction of a disorganized or incorrect chart of accounts

• Fixing broken or disconnected bank feeds

• Resolving duplicate or miscategorized transactions

• Untangling structural issues that have built up over time, regardless of the cause

Setup and cleanup work is quoted separately from any ongoing monthly bookkeeping rate, based on the complexity of what's needed — a fresh setup is typically more straightforward than untangling an existing file with years of structural issues built in.

A free discovery call is the fastest way to get an accurate quote for your specific situation.

Free Discovery Call — a conversation about your current setup (or lack of one) and what you're trying to accomplish

Assessment & Quote — a clear, upfront quote based on whether this is a fresh setup or a cleanup of an existing file

The Setup or Cleanup Itself — your QuickBooks file built out correctly, or your existing file corrected and stabilized

A Solid Foundation — accurate categorization rules and a clean structure in place, whether you take it from there yourself or move into ongoing monthly bookkeeping

If you need QuickBooks set up correctly and have months of transactions to catch up on, visit the Bookkeeping Catch-Up & Cleanup page — these two services are often needed together, and can be quoted as one combined project.