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 Gold ProAdvisors 35+ years combined experience Based in Frisco, Texas Fixed monthly pricing, 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 Gold 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
Intuit Certified Gold QuickBooks ProAdvisor badge

Serving Frisco, DFW & nationwide

Monday – Friday, 9:00 am – 5:00 pm CT

(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
★★★★★
“Trusting someone with your business finances is a huge deal, but they made it completely effortless. They are patient,…”
— Michelle Clayton, 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

Read all reviews on Google →

Simple monthly pricing

Fixed fees, quoted before we start. No hourly billing and no surprise invoices.

Essentials
$349 / month

Sole proprietors and single-entity businesses under ~$250k in revenue.

  • Up to 2 bank or credit card accounts
  • Monthly categorization and reconciliation
  • Profit & Loss and Balance Sheet each month
  • QuickBooks Online kept current
  • Email support, replies within one business day
Get started
Full-Service
$1,150 / month

Multi-entity, multi-location, or job-costed businesses that need a real finance function.

  • Unlimited accounts and entities
  • Everything in Growth, plus:
  • Job costing or class and location tracking
  • Custom reporting built to your KPIs
  • Budget vs. actual reporting
  • Direct coordination with your CPA at tax time
  • Priority phone access
Get started

Where we work

We're based in Frisco and work on-site or remotely across North Texas. Outside DFW, we serve clients nationwide — bookkeeping has been a remote profession for years, and QuickBooks Online makes distance irrelevant.

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 plan 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 Gold Certified ProAdvisor this week

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