QuickBooks Services in Sammamish

What We Handle

We offer QuickBooks services for small businesses across Sammamish and the Eastside — whether you're starting fresh or fixing issues from past months.

• QuickBooks Online setup (chart of accounts, bank sync, user roles)
• Cleanup of existing books (duplicate entries, uncategorized expenses, etc.)
• Monthly support with categorization and review
• One-time audits or training
• Syncing with payroll and invoicing tools
• Support for 1099 contractor tracking and reporting

Who This Is For

We work with:

• Business owners who are switching to QuickBooks Online
• Freelancers or contractors using spreadsheets or free tools
• Anyone unsure if their QuickBooks setup is accurate
• Businesses preparing for tax season or CPA review
• Clients falling behind and needing help cleaning up the books

What to Expect

We start with a brief review of your current setup (or lack of one). From there, we recommend what to adjust or build — and either handle it ourselves or guide you through.

Ongoing support includes:

• Categorizing transactions monthly
• Reconciling accounts
• Answering questions about reports or features
• Ensuring your books are clean and tax-ready year-round

Why It Matters

QuickBooks is powerful — but it only helps if it's set up right. We've helped business owners clean up months of outdated books, avoid year-end filing issues, and feel more confident running reports or sending docs to their CPA.

This isn't outsourced or hands-off. You work directly with a local professional who understands your business and responds when you need support.

FAQ

Do I need QuickBooks Online or Desktop?
We work primarily with QuickBooks Online. It's easier to support, secure, and compatible with other tools. We can help you migrate from Desktop if needed.

Can you just fix specific issues in my books?
Yes. We offer one-time cleanup for clients who need to correct miscategorized items or missed reconciliations.

Will you train me how to use QuickBooks?
Yes. We can show you how to manage day-to-day tasks or review reports, depending on how hands-on you want to be.

Can this be bundled with bookkeeping or tax prep?
Absolutely. Most clients who use our QuickBooks services also work with us for monthly bookkeeping or annual tax filings.