Service
QuickBooks setup
A QuickBooks file built around how your business runs, by a Certified ProAdvisor. Every report you pull afterward will mean something.
Professional QuickBooks setup tailors your accounting software to how your business actually operates. As a QuickBooks Certified ProAdvisor, Dave Platzer designs an industry-specific chart of accounts, connects bank and merchant feeds, and ensures opening balances are correct from day 1.
Most QuickBooks problems start on day 1, with a default chart of accounts that doesn't match the business: income lumped into one line, expense categories nobody remembers choosing, and reports that are practically useless. Dave sets it up the other way around, starting with your business.
Before he hands it over, he shows you around: where your reports live, what they mean, and what to leave alone. You don't need to become a bookkeeper. You need to be able to see your business in the numbers.
Setup fits when
- You're starting a business and want the books right from day 1
- You're moving off spreadsheets and into real accounting software
- Your existing QuickBooks file is set up so badly it fights you
- You want reports that answer questions, like which product line makes money
What setup includes
- A chart of accounts designed around your business
- Bank and credit card feeds connected and tested
- Sales platforms wired in: Stripe, Square, Shopify and similar
- Opening balances entered correctly
- A plain-language walkthrough of your file
- Certified ProAdvisor eyes on every choice
Questions about quickbooks setup
Can you fix an existing QuickBooks setup instead of starting over?
Usually, yes. Dave reviews the file first. Some setups can be repaired in place; some are faster to rebuild. He'll tell you which yours is and why before any work starts.
Do I even need QuickBooks?
Not always, and Dave will say so. Very small operations sometimes run fine on simpler tools for a while. He has worked in QuickBooks, Xero, and Google Sheets, and he'll recommend what fits your size and plans, including the honest answer.
Will you teach me to use it?
Yes. The handoff includes a walkthrough in plain language, focused on the handful of things an owner needs: reading reports, checking on cash, and knowing what to leave alone.
How long does setup take?
For most businesses, about a week from getting access to handing you a working file. More complex setups take longer, and the proposal says so up front.
Keep reading
Stop avoiding your books.
Book a free consultation. Dave will look at where your books stand, tell you what they need in plain language, and you will know if it's a fit. If you're embarrassed about the state of things, don't be. He's seen worse.