QuickBooks help, routed by how your business actually works.

We tailor one method to your industry rather than claim to be a boutique for any single trade. Every business has its own mechanics — how it earns, what it holds, how money arrives — and those mechanics decide how QuickBooks should be set up. What we bring is a reconciliation-first method that we shape to those mechanics: job costing for a contractor, daily sales summaries for a restaurant, trust accounting for a law firm. If your industry is on this page, we have a clear route for it; if it isn't, a free review tells you honestly whether the same method fits your file.

It depends on what your business holds and how it gets paid. If you invoice for simple services and money lands in one bank account, general bookkeeping done well is plenty. You need an industry-specific setup when your work carries mechanics a generic chart of accounts can't capture — jobs to cost, inventory to value, client trust funds to segregate, restricted grants to track, or processor payouts that arrive net of fees. The free review is where we tell you which camp you're in, including when the honest answer is that a plain, clean setup serves you better than added complexity.

We set QuickBooks up so cost and revenue attach to the job, not just the month. That means items mapped to the right cost accounts, class or project tracking turned on where it earns its place, and a chart of accounts that separates direct job costs from overhead — so you can see margin per project instead of one blended number. For trades that bill progress, we also set up how deposits and work-in-progress post, so an unfinished job doesn't read as pure profit. The mechanics live on the construction and trucking pages; the discipline underneath is the same reconciliation-first method.

Yes — that reconciliation is a distinct lane of our work. A processor rarely deposits what a customer paid: it nets out fees, refunds, chargebacks, and holds, then pays a lump sum days later. If each payout is booked as plain income, the fees vanish and the books never tie to the processor's own reports. We set up the deposit-to-payout mapping so gross sales, fees, and refunds each land in the right account and the QuickBooks balance matches the processor statement. Each processor has its own page with the specifics.

We set up and reconcile client trust ledgers in QuickBooks so trust funds stay segregated from operating funds and each client's balance is provable. That means a separate trust bank account, a per-client ledger that never goes negative, and a three-way reconciliation between the bank, the book balance, and the sum of client ledgers. We handle the bookkeeping mechanics; we are not your compliance authority or your bar association, and we say so — the rules your jurisdiction imposes are yours to confirm with counsel.

Yes. Nonprofits track money by restriction, not just by category, so we set QuickBooks up to separate unrestricted, temporarily restricted, and permanently restricted funds — usually through classes or locations mapped to each fund or grant. Done right, you can show a funder exactly how their money was used and produce statements your auditor and Form 990 preparer can follow. The nonprofit page covers how we structure it; the reconciliation discipline is identical to every other file we touch.

High-volume businesses need the sales side summarized correctly and the cost side tracked, or the file drowns in transactions. Rather than import thousands of individual tickets, we book daily or shift-level sales summaries that split food, beverage, tax, tips, and comps into the right accounts, then reconcile them to the POS and the bank deposit. On the cost side we set up how inventory and cost of goods sold post. The restaurant and ecommerce pages go into the specifics of each.

Price follows the size and health of your file and the work it needs, not a per-industry sticker. Some industry mechanics — trust accounting, multi-entity real estate, heavy processor reconciliation — take more setup and so tend to scope larger, but we never quote from your industry label. We quote from your actual file after a free review, starting from $1,500, with a fixed fee for the scope. The pricing model is the same one we apply to every engagement.

Many do, and the setup follows the mechanics rather than the label. An ecommerce brand that also wholesales has both processor payouts and invoiced B2B receivables; a real-estate operator may run construction on the side. We map each stream to the setup it needs inside one coherent file — class or location tracking usually keeps them readable — instead of forcing your business into a single template. The free review is where we untangle which mechanics you're actually running and how to structure them together.