QuickBooks Set Up Around Your Business, Not the Software's Defaults
A CPA and QuickBooks Online ProAdvisor sets up your file, connects your apps and trains you to use it, so your reports finally mean something.
Don't Get Stuck Fighting Your Own Software
Most owners want QuickBooks to show them what's working. That's hard when the default setup fits nobody in particular and generic tutorials don't know your business. We build your file around how you earn and train you on it, so you spend less time in QuickBooks and get more out of it.
Your QuickBooks File, Built by a CPA Who Has to Read It.
Our CPA is a QuickBooks Online ProAdvisor, so we set up your file the way an accountant needs it to work. Then we train you on your own books, not a generic demo, so you know what to touch and what to leave alone.
Chart of accounts built around youBank feeds and rules set up rightYour team trained on your own file
Does QuickBooks Feel More Confusing Than Helpful?
QuickBooks is powerful, but only if it's set up for your business.
A Setup That Fits No One.
The default categories came with the software, so your reports lump everything together.
Bank Feeds Gone Wild.
Duplicates, uncategorized transactions and rules that do the wrong thing.
Apps That Don't Talk.
Payroll, payments and invoicing live in different places and never quite match.
Set Up Right Once. Reviewed Every Month After.
Here's what a year with Mashbooks looks like next to a once-a-year setup.
We'll Make QuickBooks Work the Way Your Business Does
We set up or clean up your file, build categories around your services, connect your apps and train you on what matters. Your reports start answering real questions, and the busywork drops.
QuickBooks that finally makes sense.
We build your chart of accounts around how you actually earn, set up your feeds and rules, connect your apps and train your team on your own file.
Your fileYou Deserve More Than a Default Setup
Mashbooks QuickBooks Setup
Typical setup
A Bad QuickBooks Setup Quietly Costs You Every Month
Small setup problems turn into hours of cleanup and reports you can't trust.
Reports You Can't Use.
Some setups never get customized, leaving you with reports that can't show what's making money.
Hours Lost to Fixes.
Some bank rules miscategorize transactions every month, leaving you to correct the same mistakes again and again.
Errors at Tax Time.
Some files never get reconciled, leaving your tax preparer to guess or charge you for cleanup.
Apps That Double Count.
Some integrations post the same income twice, leaving your profit looking better than it is.
Ready for QuickBooks That Actually Helps You Run Your Business?
Here's what a proper setup gets you.
Reports That Make Sense.
Categories built around your services, so you can see what's working at a glance.
Less Busywork.
Bank feeds and rules set up correctly, so most transactions land in the right place on their own.
Everything Connected.
Payroll, payments and invoicing synced to one file, so your numbers match.
Confidence in Your Own File.
Training on your actual books, so you and your team know what to do and what to leave alone.
What your free review covers.
One pageWhat's Included in QuickBooks Setup & Training
A new QuickBooks Online file set up, or your existing file cleaned upA chart of accounts built around your businessBank and credit card feeds connected, with rules set upApp integrations connected, like Gusto payroll and your payment processorInvoicing and bill pay set upTraining on your own file, for you and your teamThree Steps to a QuickBooks File You Can Trust
Book Your Free Review.
Give us access to your file, or tell us where you're starting from.
We Build or Fix Your File.
We set it up around your business and connect your apps.
We Train Your Team.
We walk you through your own books, so you know exactly how to use them.
Is It Time to Get QuickBooks Set Up Right?
QuickBooks Questions From Owners Like You.
Setup, cleanup, training and what we work in.
Call (469) 712-4199Yes. Moji is a licensed CPA and a QuickBooks Online ProAdvisor.
Yes. Training is on your own file, for whoever on your team will use it.
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Serving McKinney, Allen, Frisco, Plano, Prosper, Melissa, Anna, Richardson, Garland, Denton, Dallas and business owners nationwide.
Get QuickBooks Working for You. Book Your Free Review.
We'll look at your file and show you what's working, what's broken and what to fix first.