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QuickBooks Setup • Bookkeeping Catch Up • Accounting Clean Up

QuickBooks Setup Service

Setting up your QuickBooks software can be tedious and time-consuming. However, I can set it up for you, so you can spend your time focusing on your business. Here is a list of what I can do:


  • Gather the information needed to set up your QuickBooks Online or QuickBooks Desktop file.

  • Create your company file and set up user and company preferences.

  • Set up your Chart of Accounts. 

  • Input opening balances of accounts.

  • Set up Invoices and Purchase Orders with the company logo.

  • Set Up Customer and Vendor Accounts.

Customize Chart of Accounts

Your Chart of Accounts should be set up and customized to fit your business's needs. Setting this up correctly from the beginning is ideal, as it enables transactions to be classified in the right place, so you don't have the headache of correcting it in the future. A properly setup Chart of Accounts makes it easier for a business to understand where their money is going and helps them make better business decisions in the future.  

Bookkeeping Catch Up

It is essential for a business to have its financial records up-to-date to obtain a clear perspective on how the company is performing and properly report taxes. 

Are you behind on your bookkeeping? No worries, I can help clean up and get your books up-to-date. Whether you are a couple of years or a few months behind, I can get your books back on track. 

The Significance of Bookkeeping and the Risk of Not Doing It

Bookkeeping Clean Up

Are your books and financial reports a mess? If so, things won't get any better until a bookkeeping clean-up is performed. I can fix your accounting errors and make sure your information matches official documents. I will:

  • Reconcile bank and credit card accounts with bank statements.

  • Check that balance sheet liabilities agree with the loan statements and that interest is appropriately categorized.

  • Clean up your Chart of Accounts to better fit your business's needs.

Once your accounting is cleaned up, you will want peace of mind that it will stay that way! So I offer my ongoing monthly bookkeeping services to help keep your books current; this will allow you to take a proactive approach to your companies financial performance!

Southern California Bookkeeping & Accounting Expert Servicing:
Murrieta, CATemecula, CAMenifee, CAWinchester, CACanyon Lake, CALake Elsinore, CACorona, CA Fallbrook, CASan Marcos, CAVista, CA  San Diego, CARiverside, CA Orange County, CALos Angeles, CA 

Also Servicing the Greater Las Vegas, Nevada Area:

Las Vegas, NV • Paradise, NV • Henderson, NV • Boulder City, NV

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