Do you work with QuickBooks Online and Desktop?

Primarily Online, which we recommend. We assist with Desktop for specific needs.

How much does cleanup cost?

Simple cleanups start around $500. Extensive reconstructions are more. Fixed quotes after assessment.

Can you work in my file remotely?

Yes. Grant accountant access and we work securely in your QuickBooks Online file.

Will you train my team?

Yes. Training your team on daily tasks while we provide oversight is efficient.

QuickBooks ProAdvisor NJ | Certified QuickBooks Services

Introduction to Accounting Software

For small business owners in Northern New Jersey, choosing the right accounting software is a critical step toward building a strong financial foundation. A well-implemented accounting system empowers you to manage cash flow, track transactions, and generate insightful reports—all while saving time and reducing costly errors.

At Monaco CPA, we're certified QuickBooks ProAdvisors with extensive experience optimizing QuickBooks Online for small businesses. We're authorized under the QuickBooks ProAdvisor Agreement to use the registered trademarks of Intuit Inc., ensuring you receive services that meet the highest standards.

Why QuickBooks Expertise Matters

QuickBooks seems intuitive, but proper setup and use require understanding accounting principles, not just software navigation. Common mistakes we see:

Incorrect chart of accounts leading to meaningless reports
Bank feeds categorized randomly without review
Transactions entered multiple times (duplicates)
Personal and business expenses mixed
Payroll not integrated or reconciled properly
Sales tax tracked incorrectly
Year-end entries never recorded

These issues compound over time, making financial statements unreliable and tax preparation difficult.

Our QuickBooks Services

New Business Setup

Starting fresh? We offer accounting packages that include QuickBooks setup:

Company Profile: Business information, industry settings, and preferences configured correctly
Chart of Accounts: Customized to your business type with meaningful account categories
Bank and Credit Card Connections: Secure bank feeds established with proper categorization rules
Customers and Vendors: Contact lists imported and organized
Products and Services: Items configured for accurate invoicing
Class and Location Tracking: Multi-dimensional tracking when needed
User Permissions: Team access configured with appropriate limitations

Proper setup takes hours but saves endless frustration later.

QuickBooks Cleanup

Existing file a mess? We clean it up:

Reconciliation: Bank and credit card accounts reconciled to statements
Duplicate Removal: Duplicate transactions identified and deleted
Recategorization: Transactions properly categorized by type
Account Corrections: Misposted entries moved to correct accounts
Undeposited Funds Cleanup: Orphaned deposits resolved
Accounts Receivable/Payable Review: Customer and vendor balances verified

Ongoing Bookkeeping Support

We provide monthly bookkeeping services using QuickBooks:

Transaction categorization and review
Bank and credit card reconciliation
Financial statement preparation
Bill payment processing
Invoice generation and A/R management
Payroll entry coordination
Monthly close procedures

QuickBooks Training

Want to manage your own books? We teach you:

Navigation and daily workflows
Invoice creation and payment receipt
Expense entry and categorization
Bank feed management
Report generation and interpretation
Month-end close procedures

App Integration

QuickBooks works better with complementary apps. We help integrate:

Payment Processing: Stripe, Square, PayPal
Payroll: Gusto, ADP, QuickBooks Payroll
Time Tracking: TSheets, Toggl
Expense Management: Expensify, Dext
E-commerce: Shopify, WooCommerce, Amazon
CRM: HubSpot, Salesforce

QuickBooks Online vs. Desktop

We primarily work with QuickBooks Online (QBO) and recommend it for most businesses.

QuickBooks Online Advantages:

Access from anywhere with internet connection
Automatic updates and backups
Bank feed integration more reliable
Better collaboration with accountants
Growing app ecosystem
Mobile app functionality

When Desktop May Be Appropriate:

Very high transaction volumes with performance concerns
Industry-specific versions (Contractor, Manufacturing)
Specific features not yet in Online
Preference for local data storage

Why Choose a CPA for QuickBooks Help?

Many QuickBooks "experts" know the software but not accounting. As CPAs, we understand:

Proper account classification for accurate reporting
GAAP principles for financial statement presentation
Tax implications of how transactions are recorded
Audit considerations for documentation
How bookkeeping flows into tax returns

This depth ensures your QuickBooks file isn't just organized—it's set up for meaningful financial insights and smooth tax preparation.

FAQs: QuickBooks Services

Do you work with both QuickBooks Online and Desktop?

We primarily work with QuickBooks Online and recommend it for most businesses. We can assist with Desktop for specific needs.

How much does QuickBooks cleanup cost?

It depends on file condition and how far behind reconciliation is. Simple cleanups start around $500; extensive multi-year reconstructions can be several thousand. We provide fixed quotes after assessment.

Can you work in my existing QuickBooks file remotely?

Yes. You grant accountant access through QuickBooks Online, and we work in your file securely from anywhere.

Will you teach my team to use QuickBooks?

Absolutely. Training your team to handle daily tasks while we provide oversight is often the most efficient approach.

Get QuickBooks Help Today

Stop struggling with disorganized books. Schedule a free consultation to discuss your QuickBooks needs.

Phone: (862) 320-9554

Email: Greg@MonacoCPA.CPA

Website: www.MonacoCPA.cpa

QuickBooks® and QuickBooks ProAdvisor® are registered trademarks of Intuit Inc.