If you’re new to QuickBooks—or your current setup is all over the place—we’ll get the foundation right. We’ll set up your chart of accounts, connect your bank accounts, choose a clean way to track programs or grants (if you have them), and set basic rules so coding stays consistent. You’ll end up with a system that’s organized, easy to use, and built to grow.

 If you’re behind, the numbers don’t make sense, or your reports look crazy, we’ll bring everything back to reality. We’ll reconcile accounts, clean up misclassifications, correct the structure, and get you back to a clean baseline. The goal isn’t just to “catch up.” The goal is to stabilize the system so it stays clean.

 This is ongoing support. Each month we code transactions, reconcile accounts, keep documentation organized, handle the close, then deliver clear reports. You’ll know where things stand without waiting until year-end. This is the package that helps people stop scrambling.

 If you deal with grants, reimbursements, restricted funds, or multiple programs, we’ll build the tracking so it’s clear and accurate. That includes mapping budgets to your tracking structure and handling payroll allocations if needed. You’ll be able to see what’s been spent, what’s left, and what needs attention—without spreadsheet chaos.

Payroll is one of the biggest places things get messy. We help make sure payroll lands in the right places—programs, grants, departments—so your reports match reality and you don’t spend months undoing mistakes later.