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QuickBooks Services

QuickBooks Setup & Cleanup in Brooklyn, NY — From a Certified ProAdvisor, In Your Own File

Setup, cleanup, and training for construction, restaurant, medical, and property-management businesses across NYC and New Jersey — done by a certified ProAdvisor working in your actual QuickBooks file, not a template.

QuickBooks dashboard open on a laptop at a Brooklyn desk
Certified QuickBooks ProAdvisor
QuickBooks Online & Desktop
Setup, cleanup & staff training
Works in your file — no forced migration

What's included in our QuickBooks service

Most QuickBooks problems aren't QuickBooks problems — they're setup problems. We fix the file you have, or build the one you need, then teach your team to keep it clean.

New company file setup

Chart of accounts, items, and settings built for your industry from day one.

Cleanup of an existing file

Miscategorized transactions, duplicate entries, and broken reconciliations sorted out.

Migration between QuickBooks versions

Desktop to Online, or version to version, without losing your history.

Bank feed & reconciliation setup

Feeds connected and matched correctly so reconciliation stops being a monthly fight.

Payroll integration

Payroll connected to your file so it posts correctly without manual journal entries.

Custom reports & dashboards

The reports you actually check, built once and ready every month.

Staff training

Hands-on training for whoever on your team touches the file, so mistakes stop repeating.

Ongoing ProAdvisor support

A certified ProAdvisor on call when something in the file looks wrong.

Free QuickBooks review

Send us access to your file and we'll flag setup issues, miscategorized transactions, and cleanup priorities — free.


Prefer to talk?
(718) 451-6050
Mon–Fri 8:00 AM – 7:00 PM

How onboarding works

Most files are cleaned up and reconciled within the first two to three weeks.

Step 1

Free consultation

Thirty minutes. We review your file and flag what needs cleanup versus what's already working.

Step 2

Flat quote

A clear price for setup or cleanup, based on how much of the file needs fixing.

Step 3

We do the work

We clean up or build out the file, reconnect bank feeds, and reconcile back to your last good period.

Step 4

Training & handoff

We walk your team through the cleaned-up file so it stays clean after we're done.

QuickBooks FAQ

QuickBooks questions we get every week

Don't see yours? Call (718) 451-6050 and ask — we don't charge for questions.

Almost always, yes. We've cleaned up files that were years behind and full of miscategorized transactions — it just takes longer the messier it is.

Related services

Bookkeeping

Ongoing data entry and reconciliation once your file is clean.

Accounting

Financial statements and reporting built from your cleaned-up QuickBooks data.

Payroll Management

Payroll runs integrated directly into your QuickBooks file.

Let's get your QuickBooks file working for you — starting with a free consultation

Serving Brooklyn, Manhattan, Queens, the Bronx, Staten Island, and New Jersey. Fifteen years, one dedicated bookkeeper per client.