QuickBooks Services
Expert QuickBooks Online clean-up, setup, and management services. We ensure your books are tax-ready and accurate.
QuickBooks Online Setup & Training (one-time)
Starting fresh or moving to QuickBooks Online? We'll set up your system correctly from day one and train your team on best practices.
Support Includes:
- Nonprofit-specific QBO configuration
- Chart of accounts & fund/program tracking
- Bank & credit card feed setup
- Donation and revenue tracking
- Core financial reports + walkthrough
Based on the scope of setup and training required.
QuickBooks Online clean-up
Cleanup typically includes reviewing past transactions, fixing classification errors, reconciling accounts, and building a reliable ledger going forward.
Our Clean-Up Services Include:
- Past transaction review & re-categorization
- Classification error correction
- Reconciling accounts for accuracy
- Building a reliable ledger structure
- Tax-ready financial statement preparation
Depending on the volume of backlog and messiness of the books.
QBO Monthly Reporting / Ongoing Support
This is a recurring monthly service where we handle your financial close and provide the reports your board needs to make informed decisions.
Monthly Deliverables Include:
- Monthly financial close (reconciliations + adjustments)
- Budget vs. actual reports tailored for nonprofit reporting (including fund/board format)
- Cash flow summaries
- Quick advisory/touchpoint calls
Packages are tailored to your organization's size and complexity.
Need help with your books?
Let us handle the numbers so you can focus on your impact. Schedule a consultation to discuss your QuickBooks needs.
Schedule Consultation