Advisory & setup
QuickBooks Setup, Training & Consulting
ProAdvisor team
Get more out of QuickBooks
QuickBooks is only as useful as the way it’s set up. A cluttered chart of accounts, duplicate transactions or bank feeds that never get reviewed turn it into a source of stress instead of insight.
Our certified ProAdvisors set up new files correctly, clean up existing ones, train your team on the features you actually need and fine-tune reports so they answer real questions. Moving from Desktop to Online, or prefer Desktop in the cloud? We handle migrations and hosted Desktop through Rightworks, too.
- QuickBooks Online and QuickBooks Desktop
- One-on-one and team training
- Hosted Desktop access through Rightworks
What we do
QuickBooks help for every stage
Setup
New company files with a chart of accounts built for your business.
Cleanup
Fix miscategorized transactions, duplicates and unreconciled accounts.
Training
Hands-on training for owners and staff — at your pace.
Optimization
Automation, bank rules and reports that save hours every month.
Desktop → Online migration
Plan, convert and verify your data with no loose ends.
Hosted Desktop (Rightworks)
Run QuickBooks Desktop securely in the cloud from anywhere.
Need a license?
Get QuickBooks through us
FAQ
QuickBooks questions
Are you certified QuickBooks ProAdvisors?
Yes. Our team includes certified QuickBooks ProAdvisors who set up, clean up and support QuickBooks files for businesses of every size.
Can you migrate us from QuickBooks Desktop to QuickBooks Online?
Yes. We plan the migration, convert your data, verify balances and lists afterward and train your team on the new workflow.
We prefer QuickBooks Desktop. Can we still work remotely?
Yes. With Rightworks hosting you can use QuickBooks Desktop in the cloud from anywhere, and our team can work in the same file.
Do you offer QuickBooks training?
We offer one-on-one and team training tailored to how your business actually uses QuickBooks — invoicing, bills, bank feeds, reports and more.
Can I buy QuickBooks through you?
Yes — you can get QuickBooks through our partner (opens in a new tab), and we’ll help you choose the right edition.