Services

QuickBooks ProAdvisor Services

Gold Certified ProAdvisor. Setup, training, and ongoing support.

QuickBooks ProAdvisor services include setup, configuration, cleanup, and training for QuickBooks Online. As a Gold Certified ProAdvisor, Greg Monaco customizes chart of accounts, connects bank feeds and integrations, and provides hands-on training for NJ small businesses starting at $500.

As a Gold Certified QuickBooks ProAdvisor, I help NJ small businesses get the most out of QuickBooks Online. Whether you need a fresh setup, a cleanup of an existing file, or training to use QBO more effectively, I've got you covered.

QuickBooks Online is a powerful tool — but only when it's configured correctly for your specific business. I customize your setup, connect integrations, and make sure everything flows smoothly from day one.

What's Included

QuickBooks Online initial setup and configuration

Chart of accounts customization

Bank and credit card feed connections

Invoice and payment workflow setup

App integrations (payroll, payments, etc.)

QBO cleanup and error correction

One-on-one QBO training sessions

Ongoing QBO support and troubleshooting

Migration from other platforms (Xero, FreshBooks, etc.)

Custom report configuration

How It Works

Discovery

I discuss your business, workflows, and what you need from QuickBooks.

Setup & Configuration

I configure QBO for your specific business — chart of accounts, bank feeds, invoicing, and integrations.

Training

I walk you through everything you need to know to use QBO confidently.

Ongoing Support

Questions, issues, new integrations — I'm available whenever you need help.

Frequently Asked Questions

What is a QuickBooks ProAdvisor?

A ProAdvisor is a QuickBooks-certified accountant with demonstrated proficiency in QuickBooks Online. Gold Certification indicates advanced-level training and experience.

Can you fix my existing QuickBooks file?

Yes. QBO cleanup is one of my most common engagements. I'll reconcile accounts, fix categorization errors, and get your books accurate and current.

“Great service and really efficient. The virtual process was straightforward and saved me a ton of time.”

Eric R.

These testimonials reflect individual client experiences and do not guarantee similar outcomes. Results vary based on each client's specific facts and circumstances. No client was compensated for providing a review. Tax savings and outcomes depend on individual tax situations and are not typical of all client experiences.

Ready to Get Started?

Start your tax return or send a message to discuss how I can help.

Start Your Tax Return Contact Us

Use of this website does not create a CPA-client relationship.