Service
Everything we do runs on QuickBooks Online, and we hold Intuit's certifications to prove the depth: Gold ProAdvisor, QuickBooks Levels 1 and 2, and Enterprise Suite certified. This page is the umbrella for the QBO-specific work, setup, cleanup, migration, training, and rescue, whether you want us to run your books afterward or hand you back the keys.
New file builds with a chart of accounts designed for your industry ( HVAC Chart of Accounts: A Template That Shows Real Margins shows our thinking), bank feeds connected with sane rules, sales tax configured, users and permissions set, and payroll integrated. A correct setup costs a fraction of the cleanup that follows a wrong one.
Duplicates, unreconciled accounts, balance-sheet fiction, undeposited-funds pileups, diagnosed with a structured review and fixed at a fixed fee. Cleanup & Catch-Up Bookkeeping Services
Pre-clean, convert, verify against the old file, rebuild what doesn't transfer (bank rules, sales tax, payroll), and run a parallel close before cutover. The gotchas and sequence: Switching QuickBooks Desktop to Online: What Survives the Move
Owner-and-staff training on the workflows you'll actually use, bank feeds, invoicing, job costing, reports, plus on-call support for the 'what just happened' moments. Training makes sense for businesses keeping books in-house; support comes free with letting us keep them.
ServiceTitan, Housecall Pro, Jobber, PestPac, AppFolio, Clio and the rest, mapped to QuickBooks correctly and reconciled monthly, so your operations system and your books tell one story.
Questions, answered
Usually the one that matches your feature needs (classes and job costing push you up tiers), not the one sales pressure suggests. We'll tell you straight, including when to downgrade.
We work in Online and migrate people to it. Desktop questions usually become migration conversations, increasingly by Intuit's design.
Founder-led service
Ivan leads client strategy, major relationships, and service standards, supported by a specialized delivery process built for consistency.
Meet the founderA clear next step