We specialize in Quickbooks Online set up, and clean up.

​We partner with Business Owners, CPAs, analysts, and other professional firms who rely on accurate data to make their job not only possible, but easier!

This service is great for CPAs who needs to partner with an accountant that can translate data to match the necessary tax schedules, marketing companies and analysts who rely on data that extracts ROI on specific revenue streams, or business owners who need little tweaks here and there to make more informed business decisions or clean up their books to prepare for tax filing.

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Certified QBO help is on the way!

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We get certified so you don't have to!

​› QuickBooks Set up, new company? No problem, let's build the foundation from day 1.

​› QuickBooks Clean up. Books neglected all throughout the year and need to leverage someone who knows Quickbooks Online? We do!

› QuickBooks Training. We can train you or your team member on QBO. This is a customized 1:1 training where we can troubleshoot, answer questions, and offer trainings live for you and your team to get "unstuck".

​› QuickBooks Desktop to Online Transfers. Before you make the transfer, make sure old habits or historic mistakes don't come bite you in the butt! It can create more work and headache then its worth. Be sure to get assistance during the transition.

​› Second Looks at QuickBooks. We offer a drill-down and second look at your books to offer suggestions, compliance, and potential risks.

​› Self-Paced Training with QuickBooks. The QuickBooks Fresh Start Course is a self-paced course that breaks down bookkeeping in a way that makes sense to business OWNERS. We cover daily tasks through closing the year, and everything in between.  Its a great place for you to sharpen your skills and create a lifelong skill. This is an excellent tool for you, the business owner, or your Admin. We don't get into too much detail on technical support, but more of the relationship & function of the software.

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We get certified so you don't have to!

"Super friendly and super smart about QBO. Saved us."                                 

- Todd Lemmon

"She wanted to understand our business overall, not just reconcile our bank statements. Not only did she help with the overwhelming task of going through two years of records, but she advised me on strategies that will benefit our business’ tax liability for years to come.

She’s a true professional who goes above and beyond. I’m grateful to have found her and I cannot recommend her highly enough."

- T.J. Hess

“I think anyone who is starting a biz or has a biz would benefit from QB training. Numbers/math are not my strong suit and you made it so simple and easy to understand what’s important and what is needed to run a successful biz. You were also very helpful and always available to answer any questions. QB Online is awesome! Once you input everything it’s seamless!”

                                   – Jess B.

“Kaylee is amazing! I began my one-on-one Quickbooks sessions with Kaylee without knowing anything about the program.  She was patient, encouraging, and overall just very knowledgeable about the ins and outs of Quickbooks. Not only did I feel comfortable using Quickbooks after just our first session, but her rates are also incredibly affordable. With 100% confidence, I would recommend Kaylee to anyone opening their own business or even just interested in learning Quickbooks.”

- Julia Jaoude, Silicon Valley Auto Sales

“Kaylee is down to earth, knows her stuff & is so supportive. She is the real deal!! 

I feel so lucky that I've found someone who knows Quickbooks and openly discusses spirituality in business. With entrepreneurship, I've found the money mindset & roller coaster of emotions to be the hardest parts, so bringing spirituality into the financial freedom journey has provided much comfort & insight for me.

Finding someone who gets that AND can help with my books was a game changer.” 

 - Melissa Utyro

Learn How to Keep Your Light Bookkeeping Tasks In-house, DIY, or Get Clarity

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As your business meets certain milestones you know it’s time to gain a handle on your accounting needs. But you aren’t ready to outsource or manage a staff (nor do you have the budget). Don’t let that stop you from getting the support you need! 

There are a lot of free resources out there when it comes to setting up your QuickBooks account. But it the amount of data that is out there can be overwhelming. It can be a challenge to find what applies to your specific situation.

That's why we create a customized approach. We'll help you find the support you need right away, which will help build your confidence. We also show you what you’ll need to know as your business grows. 

We can help you start up, set up, transition, or train your staff so you can begin your journey on a stable foundation.

The cost of NOT setting up your books properly in the first place are limitless. We can assist you in preventing them!

We'll help you set up basic internal controls, have a better understanding of the software, or deepen your knowledge around accounting.

DIY QBO Fresh Start eCourse

$197 /one time
  • Lifetime Access
  • 8+ Hours of Content
  • Self-Paced

QuickBooks Online Account Review

$500 /one time
  • Full Review of QBO Account
  • 2x 1:1 Consulting Calls
  • Starts with Free Intro Call

Not sure where to start?

This is the toughest part of any journey, so don't do it alone.
Click here to sign up for a free, 20-minute call with me.