QuickBooks Services
Setup, training, monthly tune-ups, and troubleshooting — for QuickBooks Online and QuickBooks Desktop. Certified ProAdvisor support.
In short
QuickBooks services at KDM include initial setup (company file, chart of accounts, bank feeds, sales tax), one-on-one training (remote or in-person), monthly tune-ups to keep the file clean, and troubleshooting existing QuickBooks problems. Supporting both QuickBooks Online and QuickBooks Desktop.
QuickBooks is the default small-business accounting software for a reason: it's powerful, widely supported, and integrates with almost everything. The catch is that default setups rarely match how your specific business actually operates. A properly configured QB file saves hours per month. A mis-configured one costs you trust in your own numbers.
New businesses: we set up QuickBooks right from day one. Established businesses switching software: we migrate data cleanly without losing historical records.
Most QuickBooks pain comes from people using the software without knowing how it's supposed to be used. We provide one-on-one training tailored to YOUR business and YOUR file — not generic classroom material.
If your QuickBooks file is a mess — uncategorized transactions, unreconciled bank accounts, negative inventory, incorrect opening balances — we clean it up. Common cleanup engagements:
For businesses that do their own day-to-day bookkeeping but want a professional set of eyes monthly: we review the file, flag anything that looks wrong, reconcile any missed accounts, and generate month-end financials. Much cheaper than full monthly accounting, catches problems before they compound.
We can provide QuickBooks at a discount vs. retail pricing through our ProAdvisor relationship — and every QuickBooks file we set up starts configured correctly from day one. Call for current pricing.
Pricing
QuickBooks engagements are quoted as flat-fee projects, not hourly. Pricing scales with the work involved.
| Item | Complexity | Typical flat fee |
|---|---|---|
| Setup — new business | Fresh file, chart of accounts, bank feeds, training | $650–$1,200 |
| Migration — switching from another system | Historical data import + reconciliation | $1,200–$3,500 |
| Cleanup — fix an existing mess | Scoped after a 30-min assessment call | $1,500–$6,000 |
| One-on-one training | Per session, remote or in-person | $250–$400/session |
| Monthly tune-up | Ongoing — review + reconcile + month-end financials | $300–$700/mo |
| QuickBooks subscription | Online or Desktop, via ProAdvisor discount | See current pricing |
Setup — new business
Fresh file, chart of accounts, bank feeds, training
$650–$1,200
Migration — switching from another system
Historical data import + reconciliation
$1,200–$3,500
Cleanup — fix an existing mess
Scoped after a 30-min assessment call
$1,500–$6,000
One-on-one training
Per session, remote or in-person
$250–$400/session
Monthly tune-up
Ongoing — review + reconcile + month-end financials
$300–$700/mo
QuickBooks subscription
Online or Desktop, via ProAdvisor discount
See current pricing
ProAdvisor-certified for both QuickBooks Online and QuickBooks Desktop. We support both — and will tell you honestly which one fits your business.
Scope
No surprises mid-engagement. Here's exactly what's in the standard scope, and what we'd bill separately or refer out.
FAQ
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Call, email, or book online. We respond within one business day — every time.