QuickBooks Consulting
Expert QuickBooks Online help, from setup to strategy.
Certified QuickBooks consulting for business owners and in-house teams. Get QuickBooks set up correctly, fix what’s not working, and learn to use it with confidence.
Consulting services
Get more out of QuickBooks Online.
QuickBooks Online setup
A brand-new company file configured correctly from day one: settings, bank feeds, rules and templates.
Chart of accounts design
A clean, industry-appropriate chart of accounts that produces reports you can actually use.
App integrations
Connect payment processors, e-commerce platforms and apps so data flows into QuickBooks cleanly.
File review & health check
A full review of your QuickBooks file with a clear list of issues and how to fix them.
One-on-one training
Personalized training for you or your staff, focused on the tasks you do every week.
Desktop to Online migration
Plan and complete your move from QuickBooks Desktop to QuickBooks Online without losing history.
Who it's for
For the DIY owner and the in-house team.
Consulting is ideal if you prefer to handle your own books but want an expert in your corner, or if your team handles the day-to-day and needs QuickBooks to work better.
- Business owners doing their own bookkeeping
- Office managers and in-house bookkeepers
- New businesses setting up QuickBooks for the first time
- Companies outgrowing QuickBooks Desktop or spreadsheets
Certified expertise
QuickBooks Online Certified
Certified through Intuit’s QuickBooks ProAdvisor program at:
- Level 1: QuickBooks Online Certification
- Level 2: Advanced QuickBooks Online Certification
Prefer to learn on your own? Browse our free QuickBooks tutorials →
FAQ
QuickBooks consulting FAQs
Are you QuickBooks certified?
Yes. We’re QuickBooks Online Certified through Intuit’s ProAdvisor program at both Level 1 and Level 2 Advanced, so you get expert-level QuickBooks guidance.
Can you set up QuickBooks Online for a new business?
Yes. We’ll set up your company file, a chart of accounts tailored to your industry, bank feeds, bank rules, products and services, and invoice templates, so you start off right.
Can you move me from QuickBooks Desktop to Online?
Yes. We’ll help plan and complete the migration, then review the converted file to make sure balances and history came over correctly.
Do you offer QuickBooks training?
Yes. One-on-one training sessions are tailored to how you or your staff actually use QuickBooks, from daily bank feed review to invoicing and reporting. Also check out our free Learn QuickBooks tutorials.
Is consulting billed hourly?
Consulting can be scoped as a fixed project (like a setup or file review) or booked as sessions. You’ll always know the cost before we begin.
Free Consultation
Make QuickBooks work for you.
Book a free consultation and tell us what’s frustrating you about QuickBooks. We’ll help you fix it.
Rather talk now? Call 561-707-5004 or email gabriel@affluentaccounting.co