Do I have to switch from QuickBooks Desktop to Online?
Intuit has been discontinuing Desktop products and pushing users to Online, so many businesses are switching now rather than being forced to later. We'll help you decide when and how to move, and whether QuickBooks Online fits your business.
Will I lose my history when I convert?
No. We bring over your lists and transaction history and then check balances after the move. If your Desktop file has problems, we fix them first so they don't carry over.
How far behind is too far behind?
It's never too far. We've caught up businesses that were a few months behind and some that were several years behind. We start with what you have, like bank statements, receipts and old files, and build from there.
How much does it cost?
It depends on the size of the job. After a free consultation and a look at your records, you'll get a flat, written quote before any work starts. No hourly surprises.
Do you work with my CPA?
Yes. We regularly work with CPAs and tax preparers, and we can send them clean year-end reports or give them access directly.
Can you keep my books going after the project?
Yes. Many clients stay on for monthly bookkeeping after a conversion, setup or cleanup, so the books stay current every month.