Setup & Training Services for QuickBooks

We offer a wide range of customizable services to meet every type of business need:

If you are new to QuickBooks, want to brush up on your skills or make sure you are using the software correctly we offer the perfect training program for you. Training can be just an hour or a multi-day experience that answers all your questions and sets you up on the road to success.

If you’re not yet a QuickBooks user we can discuss the process with you for getting set up and help you choose what software version is ideal.
QuickBooks Certified Badge

New Business Set-up

If you are a start-up, you’ve come to the right place. The best time to start a QuickBooks account is before your business gets going. It’s easier and therefore cheaper to do it right the first time. We’ll help set you up with QuickBooks to track your income and expenses and manage the assets of your business. We'll customize all the settings so your reports answer the questions you have about your business.

There are many versions of QuickBooks and we can help you decide which one fits your business. Don’t sign up before speaking with us as we have access to discounted pricing. QuickBooks set-up also includes a customized chart of accounts, assistance connecting your bank accounts to the software, and training. We can also maintain your QuickBooks account for you.

Existing Businesses - Make the Move to QBO

Whether you are transitioning to QuickBooks from another software, Excel or a shoebox full of paper we can help get you set up correctly. Starting a QuickBooks file for an existing business takes careful planning and we know just the questions to ask you to make sure the project goes smoothly.

We’ll help you gather the needed information, plan the best time to transition and take care of the conversion for you. Afterwards we offer training or can maintain your QuickBooks account for you.


Whether or not we set-up your QuickBooks software we can train you and your staff how to use it. We offer training on all online versions of QuickBooks for one person or a large group. Training is customized to your specific needs and questions and occurs online via screenshare.

After your customized training program concludes we are always available for questions and troubleshooting.

Certified Advanced ProAdvisors

Not only do we use QuickBooks daily, but we’ve taken the time to pass the QuickBooks Online Advanced Certification to ensure we know all the ins and outs of the program and we regularly take continuing education courses. This lets us serve you in a faster and more efficient manner using the best practices and workflows QuickBooks intended.

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