
Services Offered for
QuickBooks® software Users
Independent Consulting Services using QuickBooks® software
*Please note that I am an Independent Consulting Professional and do not work for Intuit®.


I offer independent Consulting services using QuickBooks® software that is geared towards small and medium-sized businesses. You have 2 different options to choose from - QuickBooks® Desktop and QuickBooks® Online:
QuickBooks® Desktop is locally installed or hosted software that can be purchased with a yearly subscription pricing model or a “one-time” purchase that does however sunset after 3 years. Some functionalities will be lost when it is sunset however and they will not provide any support. QuickBooks® Desktop is purchased based on the number of users and allows for a multi-user environment. QuickBooks® Desktop has Pro, Premier and Enterprise versions to choose from.
QuickBooks® Online is hosted online so no need to install any software and can be accessed from anywhere with an internet connection and across multiple devices. QuickBooks® Online has Self- Employed, Simple Start, Essentials, Plus, and Advanced to choose from.
I will help you determine the right QuickBooks® software for you to meet your needs.
Although QuickBooks® software is designed to be easy to understand and use, the initial setup must be done correctly to get accurate information. I will help you determine which version of QuickBooks® software will meet your needs and install and set up your data file in a timely manner. Information will be required from you to set up your data file and a list of items will be provided after our initial meeting.
Here is a brief list of some of the services I provide during setup:

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Evaluate your needs and software requirements.
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Recommend which QuickBooks® software version best meets your needs and any hardware requirements.
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Install the software (QuickBooks® Desktop), create a data file, and set up your chart of accounts, payroll, accounts receivable, accounts payable, etc.
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Determine and set up your product and services you sell to your customers.
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Design templates for your invoices, credit memo, etc.
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Enter opening balances as of your start date including outstanding customer balances and vendor balances. Bank account balances including outstanding checks and deposits not yet banked.
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Enter transactions since your start date into your QuickBooks® software
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Train you and your staff to use QuickBooks® software correctly and efficiently to meet your goals and objectives.
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Ongoing services will be determined to keep you on track.
❖ Training for QuickBooks® Users
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Offer onsite or online training.
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Training is tailored to specific areas you use or having trouble with.
❖ Diagnostic Review and Clean Up
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Diagnostic Review of QuickBooks Data
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Cleaning up your data to get accurate financials.
❖ Support for QuickBooks® Users
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Phone, and email support provided, responses are usually within 24 hours.
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Answer questions regarding QuickBooks® software
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Questions on how to record transactions.
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Troubleshoot error messages and balancing accounts.
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Help customize reports.
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+ more
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1 hr
Starts at $75/hr1 hr
80 US dollars