Account structure
Discuss how income, expenses, assets, and liabilities are organized in your chart of accounts so the reports reflect the categories your business needs.
QuickBooks bookkeeping in Miami
Make QuickBooks useful for your business.
Get help setting up your books, resolving inconsistent records, or keeping up each month. Our Miami family team combines bookkeeping experience with practical technology support.
Your accounting file
A setup that reflects how you operate.
QuickBooks support starts with the structure of your file and the way information reaches it. We review your version and current process before agreeing on changes.
Recordkeeping workflow
Review how transactions and supporting records enter QuickBooks, who handles each step, and where repeated work or missing information creates confusion.
Reporting setup
Identify the reports owners and your CPA need, and review whether the existing file can support those requirements.
For the work inside the file, see historical cleanup or ongoing monthly bookkeeping.
Prepare for the conversation
Help us understand your current setup.
- Your QuickBooks version and how long you have used it
- The number of bank and credit-card accounts
- The most recent month that was fully reconciled
- Any duplicate transactions or balances you are unsure about
- Your reporting needs and any upcoming CPA deadline
For connections beyond QuickBooks, explore custom integrations and reporting tools. Options depend on your software version and available data.
A general description is enough for the first email. We discuss access and document sharing after the initial conversation.
Scope and responsibilities
What QuickBooks support covers
Is QuickBooks cleanup included in the monthly fee?
Historical cleanup is quoted separately based on the periods, accounts, and issues involved. Monthly pricing reflects the agreed ongoing work.
Do you provide tax preparation?
Our bookkeeping work helps organize information for your CPA or tax advisor. We coordinate with your tax professional, who handles the tax services you engage them to provide.
Your next step
Get help with your QuickBooks setup.
Tell us your software version and what is not working for you.