QuickBooks Setup & Cleanup
A bookkeeping system set up properly, with a chart of accounts that makes sense.
What this includes
- QuickBooks Online or Desktop set up for your business
- Chart of accounts designed around how you actually operate
- Bank and credit card feeds connected and categorised
- Existing files reviewed and cleaned up
- Bookkeeping processes documented so they are repeatable
- Help choosing the right technology stack for your business
Setting the system up properly
Most bookkeeping problems are set-up problems. A chart of accounts that came out of the box, categories invented on the fly, bank feeds connected but never reviewed — and two years later the reports don’t mean anything.
Chart of accounts design
Your chart of accounts is the structure everything else sits inside. Designed well, your financial statements answer questions without any extra work. Designed badly, or not designed at all, you get reports that are technically correct and practically useless.
We build it around how your business actually operates, not around a generic template.
Bookkeeping system setup
Beyond the software itself, this covers how documents reach us, how transactions get categorised consistently, and what happens each month. Documented, so it survives someone being away.
Choosing the right system
Not sure which accounting system your business needs? We help clients choose and build a practical bookkeeping technology stack based on size, industry, transaction volume and future growth — not simply what is most popular.
That decision matters more than most owners expect. The wrong system creates work every month for years.
Cleanup of an existing file
If you already have a QuickBooks file that has drifted, we review it, correct the structure, fix the categorisation, and get it to a state where the reporting is trustworthy again.
Who this is usually for
Retail & E-commerce
Platform payouts, fees and sales reconciled to what actually hit the bank.
Small Businesses
Reliable bookkeeping without the cost of an in-house hire.
Startups
Set the books up properly now, so they still work at scale.
Questions
About this service
My QuickBooks file is a mess. Can it be fixed?
Usually, yes. Most problems come from a chart of accounts that was never designed for the business, or categorisation that drifted over time. Both are fixable.
Do you work with QuickBooks Desktop as well as Online?
Yes, both.
Often needed alongside this
Catch-Up & Cleanup
Months or years behind? We get your records accurate, organised and current.
Monthly Bookkeeping
Your books kept current every month, so you always know where the business stands.
Financial Reporting
Statements and reports that tell you something useful about the business.
Find out where your books actually stand
A free consultation, no obligation. Tell us how the business runs and where things currently sit, and we will tell you honestly what it would take to get the books right.
Canada-wide, fully remoteYour information stays confidential