A wrong chart of accounts, duplicate transactions, miscategorized expenses, and broken bank feeds can quietly destroy the accuracy of your books for years. We set up QuickBooks Online correctly from scratch — or clean up what's already there so every number you look at is one you can trust.
No setup fees · Cancel anytime · Dedicated bookkeeper
A correct accounting setup is the foundation everything else depends on. Here's what we configure — whether we're building from scratch or cleaning up an existing mess.
We build or restructure your chart of accounts to match your industry, your business model, and IRS expense categories. Every account in the right place — no more dumping everything in "Other Expenses."
All business bank accounts and credit cards are connected to QuickBooks via live bank feeds. Transactions flow in automatically, categorized correctly from day one.
Starting balances are verified against your actual bank statements and prior records. If they're off, we find out why and fix it — so your books are accurate from the first entry.
Duplicate transactions, manual entries that conflict with bank feeds, and misclassified items are identified and removed. Your transaction history is clean.
We review your current setup — or lack of one — identify what needs to be done, and give you a flat project quote upfront.
You grant us access to your QBO account (or we create one). We audit the existing structure and document everything that needs to change.
We configure your chart of accounts, connect bank feeds, set rules, verify balances, and remove errors. We document every change made.
We walk you through the finished setup, confirm everything looks right, and begin your monthly bookkeeping cycle.
Whether you're starting from zero or inheriting years of chaos, we meet you where you are.
You're starting a new business or switching from spreadsheets. You need QBO configured correctly from the start — not patched together over time.
You've been using QBO but the chart of accounts is wrong, bank feeds are broken, or your history is full of errors. You need a cleanup before numbers can be trusted.
Your previous bookkeeper left the QBO account in an unknown state. You need someone to assess what's there, fix what's wrong, and take over.
An incorrect QuickBooks setup doesn't just produce wrong reports — it corrupts your financial history and makes every decision based on that data wrong too.
If your chart of accounts is wrong, your P&L is wrong. Revenue in the wrong account, expenses miscategorized — the numbers look fine until you compare them to reality.
Every error your accountant has to fix at tax time adds to their bill. A QBO setup done wrong from the start typically costs $500–$2,000 extra at year-end.
Bank feeds plus manual entry plus imported data = duplicate transactions everywhere. They inflate both revenue and expenses in ways that are hard to spot.
Miscategorized expenses and unreconciled accounts are red flags for auditors. A clean, accurate setup dramatically reduces your risk profile.
Based in Greenville, SC. 100% remote — serving clients statewide and nationwide.
"Daniel is a very important part of our Real Estate team. Dan not only does our accounting, he helps us lay out a yearly forecast."
Schedule a free assessment. We'll review your current QuickBooks setup and tell you exactly what needs to be done — and what it costs to fix it.
No credit card required · No long-term contracts · Cancel anytime