Make Your Software Work for You

QuickBooks Setup & Support

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QuickBooks help from real people who know small business

QuickBooks can be a powerful tool—if it’s set up the right way. We help local businesses across Ottawa and nearby towns get their QuickBooks accounts working smoothly, whether you’re just starting out or trying to untangle years of old data.


If your numbers aren’t adding up, your categories don’t make sense, or you’re just tired of clicking through screens without clear answers, we’re here. We’ll meet you where you’re at, explain things in plain English, and tailor everything to fit your specific business.
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New QuickBooks Setup

We’ll get your QuickBooks Online or Desktop file set up right the first time, with a chart of accounts that actually matches your business. We’ll walk you through the basics, connect your bank accounts, and make sure you’re ready to hit the ground running. No more guessing where things go.

What You Can Expect:

  • Tailored chart of accounts
  • Bank feeds & rules setup
  • One-on-one walkthroughs included


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QuickBooks Cleanup & Troubleshooting

If your QuickBooks is a mess—don’t worry. We’ll review your file, fix errors, re-categorize transactions, and get your reports back on track. This is especially helpful before tax season or when applying for loans. We’ve helped plenty of folks get untangled and breathing easier.


What You Can Expect:

  • Transaction reclassification
  • Balance sheet & P&L cleanup
  • Support for overdue or incorrect books


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Ongoing QuickBooks Support & Review

If you want to keep handling your own bookkeeping but need a pro to double-check things, we offer monthly or quarterly reviews. We’ll catch errors, answer questions, and keep your books clean without taking over. You stay in control—but with backup.


What You Can Expect:

  • Periodic file reviews
  • Custom QuickBooks tips for your business
  • Help with payroll integration, invoicing & reports


Why Local Businesses Come To Us For QuickBooks Help

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We speak your language
We explain things simply—no accounting degree required.
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We work with your workflow
Online or desktop, DIY or full-service—we’ll adapt to how you work best.
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We’ve fixed hundreds of messy files
We’ve seen it all—nothing shocks us. Just bring it in and we’ll sort it out.
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We’re right down the road
Need to drop something off or ask a quick question? We’re just a phone call or short drive away.
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Questions About Our QuickBooks

  • Do you work with both QuickBooks Online and Desktop?

    We recommend it—especially during tax season. But we do our best to accommodate walk-ins when we can.

  • Can you train me on how to use QuickBooks better?

    Yes—we’re authorized to represent you in front of the IRS and state tax agencies.

  • I already use QuickBooks, but it’s a mess. Can you fix it?

    Yes—especially if you receive restricted funds or grants. We help you track everything by purpose and project.

  • Do I need to be a monthly client to get help?

    Not at all. We’re happy to provide one-time setup or cleanup support—or check in a few times a year.

  • Can you help with payroll inside QuickBooks?

    Yes—we can help you run payroll through QuickBooks or manage payroll separately, depending on what works best for your setup.