Switch to the cloud once.

Bookkeeping Setup & Migration

Then never look back.

Leave desktop headaches behind. Move to QuickBooks Online in days, not months.

Desktop files crash, Excel sheets multiply, and every “backup” feels risky. Flip the switch once, and all your data sits in a secure cloud file that you can open anywhere.

Why the Move Pays Off

QuickBooks Online is the industry leader and robust enough for virtually all small business accounting. Automatic bank feeds, real-time backups, and hundreds of app connections (Stripe, Gusto, Clio, HubSpot, Google Ads) cut manual entry, boost accuracy, and free your evenings.

What You Get Plain and Simple

Data File Health Check: Scrub your current QB Desktop or Excel files for errors before liftoff.
Chart of Accounts Rebuild: Adopt a modern structure that lines up with today’s tax forms and KPIs.
Historical Transactions Import: Keep every penny of history or only the current tax year—your call.
Bank & App Connections: Stripe, G-Suite, Gusto, Clio, HubSpot and more flow in automatically.
Custom Settings & User Roles: Invoices, recurring bills, budgets, and tight permissions from day one.
Launch-Day Walk-Through: 60-minute Zoom introduction where you learn exactly what to click with no jargon.
30-Day Post-Launch Support: When questions pop up, I hop in and fix them at no extra charge.

Who It’s Perfect For

Desktop QB holdouts needing remote access and real-time backups.
Spreadsheet warriors ready to ditch manual entry forever.
Growing teams that need multiple users, audit trails, and automated workflows.

Bank-Level Security from a Former Fed Examiner

I examined banks for 15 years with the Federal Reserve. I demand the same safeguards for your books and mine. That’s why I keep my own books in QuickBooks Online:

SOC 2 Type II and ISO 27001 data centers monitored 24/7
TLS 1.2 / 256-bit encryption (same as your bank)
Two-factor login and role-based access (only you, me, and your CPA)
Automatic daily backups across multiple U.S. locations

How It Works

green grass field near mountain under blue sky during daytime

Free 30-Minute Call: Confirm software version, scope, and timeline.
Data Clean & Prep: Fix duplicates, merge accounts, and map items.
Migration Weekend: Export, import, and verify balances with minimal downtime.
Go-Live & Training: Live Zoom walk-through and you’re cloud-ready.
30-Day Check-Up: Tweak automations and answer questions.