QuickBooks Setup & Migration

A QuickBooks file set up properly from day one, or your existing books moved to QuickBooks Online with your history intact.

Intuit Certified ProAdvisors 35+ years combined experience Based in Frisco, Texas Custom packages, no surprises

Start with a file that's built for your business

Most QuickBooks problems start at setup. A default chart of accounts, bank feeds connected with no rules, and apps plugged in without anyone checking how the deposits land. Six months later, nobody trusts the numbers.

New setups. We build a chart of accounts that matches how you actually operate, connect your bank and credit card feeds, set up the rules that keep them clean, and integrate your POS, payroll, e-commerce and payment processors.

Migrations. Moving from QuickBooks Desktop to Online, from another platform, or from spreadsheets. We bring your history with you, reconcile the converted file against your statements, and fix what the conversion tool gets wrong.

We're Intuit Certified ProAdvisors in both QuickBooks Online and Desktop, so we can tell you honestly which one fits your business.

  • Custom chart of accounts
  • Bank and credit card feeds with rules
  • Desktop to Online migration with history
  • Converted file reconciled to your statements
  • POS, payroll, e-commerce and payment app integrations
  • Training for you or your team
Book a free books review
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Serving Frisco, DFW & nationwide

(469) 234-5846

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What our clients say

Rated 5.0 out of 5 on Google.

★★★★★
“Excellent service, great people and a fair price. After falling behind over 8 or 9 months they came in and organized…”
— Rob Thomas, verified Google review
★★★★★
“Awesome company! They took care of everything I needed for my business and made my life so much easier. Highly recommend them!”
— Nick, verified Google review
★★★★★
“Hiring them hasn't just saved me time—it has literally saved me money. Their eye for detail caught several recurring…”
— John Paul, verified Google review

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Packages for Simple monthly businesses

No preset tiers, no local surcharge and no hourly billing. We quote what your business actually needs.

Built around your books

Your package is scoped to the accounts you have, the volume that runs through them and the services you actually need. No preset tiers.

Quoted before you commit

After a free books review you get one monthly number and, if cleanup is needed, a separate one-time figure.

Changes when you do

Month to month, with no contract. Add or remove services as the business changes.

See how custom packages work or request a custom quote.

Where we work

We're based in Frisco and work on-site or remotely across Dallas–Fort Worth. We also serve businesses in Houston, Austin and San Antonio, and clients nationwide — bookkeeping has been a remote profession for years, and QuickBooks Online makes distance irrelevant.

North Dallas suburbs

Dallas–Fort Worth

Across Texas, remotely

Common questions

How is setup priced?

As a one-time project with a fixed quote, agreed before we start. Many clients move to a monthly package afterward, but there's no requirement to.

Will I lose my history if I move to QuickBooks Online?

No. We bring your history across and reconcile the converted file so it matches your statements.

Can you train my staff to run it?

Yes. If you'd rather keep the day-to-day in house, we'll set it up properly, train your team, and stay available for questions.

Talk to a Certified ProAdvisor this week

We'll look at your books for free and tell you exactly where they stand. No pressure and no obligation.