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My Books and Taxes

QuickBooks Online Setup & Cleanup

Let us help you get your Quickbooks set up and customize to your specific needs. We'll also show you what you'll need to do to help keep your books accurate and up to date. Behind on your books and taxes? Have books set up but they're a mess? Not a problem! Our skilled team of bookkeeping experts will help you get your books cleaned up, caught up, and ready to file so that you're not over-paying in taxes. Catch Up /Clean Up! 

What's included in QuickBooks Online Setup services?

  • Set Up Your Chart Of Accounts To Match Your Industry

  • Review Each Account and Its Balance For Accuracy

  • Set Up QBO To Match Your Workflow For Sales, Purchases and Inventory

  • Reconciliation Of Bank and Loan Accounts

  • Review Areas That Need To Be Clean-Up

  • Zoom Meeting To Review Results

  • Provide Feedback About Current Workflows

Set-Up/ Clean Up Benefits:

Stress Free Bookkeeping

Better Decisions

Accurate Reporting

Workflow Improvement

Free Up Your Time

Improve Cash Flow

Understand Your Numbers

Grow Your Business

My Books and Taxes empowers lawyers by reducing the administrative work so that they can help more clients and a better client experience. 

Get Started Now

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What We Do

Bookkeeping and Trust Accounting Virtual Controller Part-Time CFO and Advisory QBO Set-up and Clean-up Business Tax Preparation Tax Projections and Tax Planning