Skip to content
What We Do

QuickBooks Bookkeeping Services

Six services built around the most common QuickBooks challenges Montana small businesses face — from first-time setup to ongoing monthly books.

QBO Setup & Onboarding

If you're starting with QuickBooks Online for the first time — or starting over — getting set up correctly from the beginning saves enormous headaches down the road. We configure your chart of accounts to match your industry, connect your bank and credit card feeds, set up tax codes, and make sure your opening balances are accurate. You'll end your first month with clean, reliable numbers.

Wholesale QBO pricing available

Who is this for?

  • New businesses opening their first QuickBooks account
  • Business owners who set up QBO themselves and want to make sure it's done right
  • Anyone switching from spreadsheets, Wave, or FreshBooks to QuickBooks Online
Ask about this service

QBD to QBO Migration

QuickBooks Desktop is being phased out, and many businesses are overdue for the move to Online. The migration isn't just clicking 'export' — data needs to be checked, cleaned, and verified at every step. We handle the full migration process, reconcile your accounts post-migration, and make sure your historical data comes through accurately. The goal is zero surprises when you open QBO for the first time.

Who is this for?

  • Businesses running QuickBooks Desktop Pro, Premier, or Enterprise
  • Business owners who've been putting off the migration due to uncertainty
  • Anyone who had a bad migration experience elsewhere and needs a do-over
Ask about this service

QBO Cleanup

Books get messy. Transactions get miscategorized, accounts get duplicated, and reconciliations fall behind. If you're looking at your QuickBooks and feeling overwhelmed, a cleanup project gets everything back on track. We review your full file, correct categorization errors, reconcile all accounts to your bank statements, and deliver a clear summary of what was found and fixed. After cleanup, your books reflect reality.

Who is this for?

  • Business owners who haven't reconciled their books in months (or years)
  • Businesses that inherited a messy QBO file from a previous bookkeeper
  • Anyone whose QBO reports don't match what they know about their business
Ask about this service

Ongoing QBO Bookkeeping

Monthly bookkeeping keeps your finances current and your stress level down. Each month, we categorize transactions, reconcile your bank and credit card accounts, and deliver a Profit & Loss and Balance Sheet so you can see exactly how your business is doing. No more scrambling at tax time or guessing whether you're profitable. As ProAdvisors, we can also offer you a discounted QBO subscription.

Wholesale QBO pricing available

Who is this for?

  • Small business owners who want to hand off bookkeeping entirely
  • Businesses that need consistent, accurate monthly financials for decision-making
  • Anyone tired of doing their own books and wanting their weekends back
Ask about this service

QBO Training & Consulting

Some business owners want to manage their own books — they just need to learn how to do it correctly. We offer one-on-one QBO training tailored to your specific business setup. Sessions are practical and focused: you'll learn exactly what you need to know to handle your books confidently, without wading through features you'll never use. Consulting is also available for owners who want a second set of eyes on their setup or workflow.

Who is this for?

  • Business owners who want to keep bookkeeping in-house but need proper training
  • Staff members responsible for bookkeeping who need QBO-specific guidance
  • Anyone who's been using QBO for a while but isn't sure they're doing it right
Ask about this service

QBO App Integration

QuickBooks Online connects with hundreds of business apps — payroll, point-of-sale, e-commerce, time tracking, invoicing, and more. But not every integration makes sense for every business, and a bad setup can create more problems than it solves. We evaluate your current workflow, recommend the right apps for your situation, and set up integrations cleanly so data flows correctly between systems.

Who is this for?

  • Businesses using multiple software tools that need to talk to QuickBooks
  • E-commerce businesses (Shopify, WooCommerce, etc.) needing QBO sync
  • Anyone who's tried to set up an integration and ended up with duplicate transactions
Ask about this service

Not Sure Which Service You Need?

Start with a free 30-minute consultation — no pressure, no commitment.

Book a Free Consultation
Call Now Contact