Frequently asked questions

No. We are an independent accounting and consulting firm. Our advisors hold QuickBooks ProAdvisor certifications, but we are not Intuit and we don't represent them. For subscription billing, licensing, or account-ownership matters we'll direct you to Intuit's official support.

A ProAdvisor is an accounting professional who has passed Intuit's certification exams on QuickBooks products. Certification covers setup, troubleshooting, payroll, and advanced features, and must be maintained as the software changes.

Yes — QuickBooks Online (all plans), Desktop Pro, Premier, Enterprise, and Mac, plus QuickBooks Payroll and Payments features.

After a short scoping call, an advisor connects through encrypted, permission-based screen sharing. You watch every step, can end the session at any time, and receive a written summary of what was changed.

Most calls reach an advisor the same business day, and most common issues are resolved in a single session. Complex projects like file cleanups receive a scoped timeline up front.

One-time fixes and setups are quoted as flat project fees after a free scoping call. Bookkeeping, payroll, and accounting services are flat monthly packages based on your transaction volume — no hourly surprises.

Yes. The first call scopes your issue or needs, gives you an honest assessment, and quotes a price. If we're not the right fit, we'll say so and point you in the right direction.

Yes. Company-file errors, multi-user (H-series) errors, bank feed failures, update problems, and crash loops are everyday work for our support team.

Absolutely — catch-up and cleanup projects are among our most common engagements. We quote a fixed fee, rebuild and reconcile the history, and then keep you current monthly.

Yes. We plan the migration, move your data, verify balances against the old file, and reconfigure features (like inventory or payroll) that work differently in QBO.

Yes — full setup including employees, tax accounts, direct deposit, and benefits, with year-to-date verification if you're switching providers mid-year, plus a test run before your first live payroll.

Yes. We correct paychecks, payroll liabilities, and affected filings (941s, W-2s, state returns) and document each adjustment so the audit trail stays clean.

Gladly. We frequently handle QuickBooks-side work while your CPA handles tax filings, and we deliver year-end packages designed for a smooth preparer handoff.

We prepare filing-ready books, schedules, and year-end packages and coordinate with your tax preparer. If you don't have one, we'll connect you with credentialed preparers in our network.

Construction, real estate, healthcare, retail, e-commerce, manufacturing, professional services, and nonprofits — each with industry-specific QuickBooks configurations like job costing, fund tracking, or POS integration.

Yes. We use encrypted connections, permission-based access you can revoke anytime, and least-privilege user roles. We never store your banking credentials, and every engagement is covered by a confidentiality agreement.

Yes. All services are delivered remotely, so we support clients in all 50 states with the same response times.

Yes — hands-on training sessions tailored to your file and your workflows: invoicing, bills, payroll, reporting, and the month-end routine, recorded for future reference if you'd like.

For support calls: your QuickBooks version and a description of the issue. For bookkeeping or setup: read access to your QuickBooks file and recent bank statements. We'll walk you through secure sharing on the first call.

We'll tell you right away, at no charge, and point you to the correct official Intuit channel — then help with anything on the accounting side once the account issue is resolved.