Build It Right From Day One.
QBO Set Up & Build Back
Most QuickBooks files are set up wrong — messy charts of accounts, missing data, bad migrations, and no structure. We fix that. Whether you’re starting fresh or rebuilding years of inaccurate books, we create a QBO system you can trust. Clean data, clean reporting, and a financial foundation that actually supports growth.
Pricing ranges — $1,500–$6,000 depending on scope and years rebuilt.
Clarity & Structure Drive Better Decisions
If your QBO is chaotic, every decision downstream becomes harder. Revenue is wrong, expenses are misclassified, cash flow has no logic, and you can’t run a single report with confidence.
We rebuild (or build) your file so everything aligns: accounts, workflows, reporting, and internal controls.
Accurate Numbers You Can Trust
Your data must be right before any decision is right. We rebuild your file so every dollar has a home — and your financials stop contradicting reality.
Reports That Make Sense
We structure your chart of accounts and class/location tracking so every report answers real business questions instead of creating new confusion.
Smooth, Scalable Systems
When QBO is set up the right way, you eliminate messy workarounds, reduce errors, and build a system your team can actually use.
Bad Chart of Accounts
We rebuild your COA into a clean, industry-aligned structure so every transaction flows into the correct bucket.
Broken or Missing Historical Data
We recreate financials month-by-month, close out old years properly, and restore accuracy across your entire timeline.
Migrations Done Wrong
Whether you moved from QBD, spreadsheets, or another software, we repair the errors that were created along the way.
No Internal Processes
Build back includes spending policies, approval logic, receipt workflows, and clean bank-feed rules so your future stays clean.
Services That Actually Fix Your QuickBooks
Setting up QBO isn’t about clicking buttons — it’s about building a system that supports the way your business operates.
We set up your financial environment the right way the first time.
Chart of Accounts Redesign
We rebuild and standardize your COA so it fits your business model, improves reporting clarity, and eliminates duplicate, unused, or inconsistent accounts.
Historical Cleanup & Reclassification
Past transactions are reviewed and corrected to ensure accuracy across categories, vendor histories, balance sheet accounts, and financial statements.
Bank Feed & Reconciliation Fixes
We repair broken bank connections, remove duplicates, and fully reconcile accounts to ensure your books tie out cleanly to statements.
Balance Sheet Accuracy Review
All major accounts—loans, assets, inventory, equity, AP/AR—are corrected and aligned so you have a clean, reliable financial foundation.
Custom Chart of Accounts Buildout
A tailored COA built around your industry, revenue model, and reporting needs to ensure clarity and consistency from day one.
Workflow & Automation Setup
We configure bank rules, recurring transactions, invoicing systems, and key automations to streamline day-to-day accounting.
Product/Service & Item Mapping
Setup of products, services, markup structures, sales tax settings, and backend mapping to ensure accurate revenue and COGS reporting.
Financial Reporting Framework
Creation of custom P&L, balance sheet, and management reports so you have instant visibility into performance each month.
Process & Workflow Enhancement
We analyze how your team uses QBO and redesign workflows—bank feeds, payables, receivables, classifications—to reduce errors and save time.
Automation & Rules Development
Custom rules, templates, and recurring transactions are built to accelerate daily bookkeeping and maintain consistency across categories.
Reporting Optimization
We upgrade your management reporting structure with custom dashboards, KPI reports, tags, classes, and job-level rollups.
Data Standardization & Cleanup
Vendors, products, categories, and naming conventions are standardized to eliminate confusion and improve accuracy across all transactions.
Get a Custom Quote
No guesswork — once we understand your business size, years needing cleanup, and the condition of your current file, we’ll send a tailored quote.
Fast, transparent, and aligned with your needs.