Starting with a solid foundation can save a lot of headaches later.

Whether you’re opening QuickBooks for the first time or wondering if your existing setup is really working for your business, we can help build a system that makes sense for the way you operate.

Services may include:

• New QuickBooks Online company setup

• Chart of accounts setup and customization

• Bank and credit card connections

• Beginning balance setup

• Products and services setup

• Customer and vendor setup

• Sales tax configuration

• Payroll and third-party app integrations

• Invoice, estimate, and payment workflow setup

• Review and optimization of an existing QuickBooks file

• Customized bookkeeping workflows and processes

Behind on your books? Something doesn't look right? You don't have to figure it out alone.

Messy books happen for all kinds of reasons. Maybe bookkeeping fell behind during a busy season, QuickBooks was originally set up incorrectly, accounts haven't been reconciled, or years of small errors have finally added up to numbers you no longer trust.

We'll dig into what's there, identify the problems, and work toward getting your books accurate, organized, and usable again.

Cleanup and catch-up projects may include:

• Catching up months or years of bookkeeping

• Reviewing and correcting transaction categorization

• Reconciling bank and credit card accounts

• Cleaning up duplicate or inaccurate transactions

• Reviewing accounts with incorrect or unusual balances

• Cleaning up Undeposited Funds

• Correcting opening and beginning balances

• Reviewing accounts receivable and accounts payable

• Reconciling loans and other liabilities

• Reviewing owner contributions and distributions

• Cleaning up the chart of accounts

• Identifying and correcting historical bookkeeping errors

• Preparing cleaned-up books for ongoing bookkeeping or your tax professional

No judgment here. We've seen messy books before. The important part isn't how they got that way—it's getting them back on track.

Want to manage some or all of your own bookkeeping? We'll help you understand what you're doing—not just tell you which buttons to click.

QuickBooks becomes much less intimidating when you understand how the pieces fit together. We offer personalized support based on your business, your QuickBooks file, and the things you actually need to know.

We can help with:

• One-on-one QuickBooks Online training

• Understanding how to categorize transactions

• Bank feed and reconciliation workflows

• Creating and managing invoices

• Recording customer payments and deposits

• Entering and paying bills

• Understanding financial reports

• Troubleshooting specific QuickBooks problems

• Learning better day-to-day bookkeeping practices

• Creating repeatable workflows for your business

• Answering those "How the heck do I do this in QuickBooks?" questions

Prefer not to manage QuickBooks yourself? That's okay, too.

For businesses that would rather spend their time running the business than maintaining the books, kCole also provides ongoing bookkeeping and QuickBooks support. We can keep your financial records organized and up to date while providing the reports and information you need to understand how your business is doing.

Explore Our Bookkeeping Services →