Oregon bookkeeping · QuickBooks specialists

Clean books.
Clear numbers.
Calmer business.

QuickBooks conversions, new setups and cleanups for every kind of Oregon business.

  • Every business type
  • Flat, upfront pricing
  • Oregon owned & local

What we do best

Three services, done properly

Most requested

QuickBooks Desktop to Online

We handle the whole move, and nothing gets lost.

  • Fix errors in your Desktop file first
  • Full history carried over
  • Balances checked after the move
What's included
  • Customers, vendors and items moved over
  • Bank feeds, payroll and apps connected
  • Walkthrough for you and your staff
Plan my conversion

Start right

New QuickBooks Setups

New business, or done with spreadsheets? We set up QuickBooks the right way.

  • Chart of accounts built for your industry
  • Bank feeds and rules connected
  • A simple weekly routine
What's included
  • Opening balances entered correctly
  • Invoices, sales tax and payroll
  • Class or location tracking
Set up my books

Get current

Cleanups & Catch-ups

Months or years behind? We get your books accurate and ready for tax time.

  • Every account reconciled
  • Errors and duplicates fixed
  • Clean reports for your CPA
What's included
  • Any number of months or years caught up
  • Old receivables and payables cleared
  • Undeposited funds sorted out
Catch me up

Experienced with every kind of business

  • Construction & trades
  • Restaurants
  • Retail & e-commerce
  • Medical & dental
  • Professional services
  • Real estate
  • Nonprofits
  • Agriculture
  • …and more

Also available: monthly bookkeeping, payroll support and year-end packages for your CPA.

How it works

Simple from the first call

  1. 1

    Free consultation

    Tell us what's going on. No jargon, no pressure.

  2. 2

    Flat, written quote

    We review your records and price the job up front.

  3. 3

    Done right

    The same local bookkeeper from start to finish, with a walkthrough at the end.

  • Oregon based
  • QuickBooks Desktop & Online experts
  • Confidential & secure

Questions

Frequently asked

Don't see yours? Just ask.

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.

Get started

Book your free consultation

We'll get back to you within one business day.

What do you need help with?