QuickBooks ProAdvisor Services
Setup, cleanup, training, and ongoing support from a Gold Certified ProAdvisor who is also your CPA. Your books and your tax return, handled by the same person.
What Gold Certified ProAdvisor Means for You
Intuit's Gold ProAdvisor certification is the advanced tier of their QuickBooks Online program. It requires passing exams on QBO payroll, advanced reporting, inventory management, and multi-company file management. The certification expires every year, so I have to recertify annually to keep it current.
Why does this matter? Because most “QuickBooks pros” learned QBO by trial and error. I learned it through Intuit's own training program and use it every day across dozens of client files. When something breaks or a new feature rolls out, I already know how it works.
More importantly, I'm not just a QuickBooks consultant. I'm a licensed CPA (NJ #20CC04711400). That means every chart of accounts I build, every cleanup I do, and every reconciliation I complete is done with your tax return in mind. Your books don't just look clean. They're tax-ready.
What I Do in QuickBooks
Five categories of QuickBooks services, all handled personally. No junior staff, no outsourced bookkeepers.
QuickBooks Setup
- Chart of accounts tailored to your industry and tax return
- Bank and credit card feed connections
- Payment processor integrations (Stripe, Square, PayPal)
- Sales tax settings for NJ (6.625%) and multi-state
- Class and location tracking for multi-entity businesses
- User roles and permissions configuration
QuickBooks Cleanup
- Full transaction audit and recategorization
- Bank and credit card reconciliation (current + prior periods)
- Duplicate entry identification and removal
- Undeposited funds and suspense account clearing
- Corrected financial statements (P&L, balance sheet)
- Year-end cleanup for tax-ready books
QuickBooks Training
- One-on-one screen-share training sessions
- Invoice creation and accounts receivable workflows
- Expense tracking and receipt capture
- Running reports: P&L, balance sheet, cash flow, A/R aging
- Payroll basics inside QBO
- Custom training for your specific business workflows
Ongoing Support
- Monthly bookkeeping and reconciliation
- Quarterly financial review with your CPA (me)
- Sales tax tracking and filing reminders
- Year-end closing entries and 1099 preparation
- Direct access for questions (email, phone, or portal)
- QBO updates and feature changes explained as they happen
Migration to QuickBooks
- Data migration from FreshBooks, Xero, Wave, or spreadsheets
- Historical transaction import and mapping
- Chart of accounts translation to QBO structure
- Parallel-run verification to confirm data accuracy
- Staff retraining on QBO after migration
CPA vs. Bookkeeper: Why It Matters for QuickBooks
Most QuickBooks help comes from bookkeepers. They categorize transactions, reconcile bank accounts, and generate reports. That's useful, but it's only half the picture.
When I set up your chart of accounts, I'm thinking about how every category maps to your Schedule C, Form 1120-S, or Form 1065. When I reconcile your accounts, I'm flagging vehicle expenses that should be split between personal and business use, meals that are only 50% deductible, and home office costs that need proper allocation.
You get one person who handles your books and prepares your tax return. No handoff. No miscommunication. No paying a bookkeeper and a CPA who never talk to each other.
Typical Bookkeeper
- Categorizes transactions
- Reconciles bank accounts
- Generates standard reports
- Hands off to your CPA at tax time
CPA + ProAdvisor (Me)
- Tax-optimized chart of accounts
- Reconciliation with deduction flagging
- Reports tied to your actual tax return lines
- Books and tax return, one person, one fee
QuickBooks for Your Industry
Every industry has different QuickBooks needs. A restaurant needs tip tracking and COGS categories. A law firm needs trust account reconciliation. A contractor needs job costing. I set up QBO to match how your business actually works.
QuickBooks Service Pricing
Every QuickBooks engagement gets a flat fee quote after a free consultation. No hourly billing surprises. Here are typical ranges:
QBO Setup
Chart of accounts, bank feeds, integrations, one training session
$500 - $1,500
File Cleanup
Transaction audit, recategorization, reconciliation, corrected financials
$750 - $3,000
Training Session
One-on-one screen-share, tailored to your workflow
$150 - $300/hr
Monthly Bookkeeping
Ongoing reconciliation, categorization, quarterly review
$300 - $800/mo
Migration to QBO
Data import, mapping, parallel-run verification, retraining
$500 - $2,000
See the full pricing page for tax preparation and other service rates.
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From the Blog
QuickBooks FAQ
What does a QuickBooks Gold Certified ProAdvisor actually mean?
How much does QuickBooks setup cost?
Can you fix my existing QuickBooks file? It's a mess.
Do you also work with FreshBooks?
What's the difference between hiring a CPA vs. a bookkeeper for QuickBooks?
Need QuickBooks Help?
Send a message and I'll get back to you within 24 hours to discuss your QuickBooks needs.
IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, I inform you that any U.S. federal tax advice contained herein is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.