§ QUICKBOOKS SERVICES
BOCA RATON · UPDATED MAY 2026
QuickBooks, configured for how you actually work.
Setup, training, monthly tune-ups, and troubleshooting — for QuickBooks Online and QuickBooks Desktop. Certified ProAdvisor support.
In short
QuickBooks services at KDM include initial setup (company file, chart of accounts, bank feeds, sales tax), one-on-one training (remote or in-person), monthly tune-ups to keep the file clean, and troubleshooting existing QuickBooks problems. Supporting both QuickBooks Online and QuickBooks Desktop.
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§ 01
Why QuickBooks
QuickBooks is the default small-business accounting software for a reason: it's powerful, widely supported, and integrates with almost everything. The catch is that default setups rarely match how your specific business actually operates. A properly configured QB file saves hours per month. A mis-configured one costs you trust in your own numbers.
§ 02
QuickBooks setup
New businesses: we set up QuickBooks right from day one. Established businesses switching software: we migrate data cleanly without losing historical records.
- — Create company file with correct entity type and fiscal year
- — Build a chart of accounts that matches your business (not generic templates)
- — Connect bank + credit card feeds for automatic transaction import
- — Set up customers, vendors, products/services, and tax rates
- — Configure sales tax for Florida + any other jurisdictions
- — Set user permissions (if you have bookkeepers, managers, etc.)
- — Train you (or your bookkeeper) on day-to-day workflow
§ 03
QuickBooks training
Most QuickBooks pain comes from people using the software without knowing how it's supposed to be used. We provide one-on-one training tailored to YOUR business and YOUR file — not generic classroom material.
- — Daily workflow: entering sales, bills, payroll, deposits
- — Monthly close: bank reconciliation, review of P&L and balance sheet
- — Reports that matter: customer profitability, vendor aging, budget vs. actual
- — Advanced topics: inventory, job costing, class tracking, multi-currency
- — Mobile app usage for time tracking and on-the-go invoicing
- — Integrations: Stripe, Shopify, Amazon, ADP, Gusto, etc.
§ 04
QuickBooks cleanup
If your QuickBooks file is a mess — uncategorized transactions, unreconciled bank accounts, negative inventory, incorrect opening balances — we clean it up. Common cleanup engagements:
- — Re-categorize mis-coded transactions
- — Reconcile historical bank and credit card statements
- — Correct opening balances and prior-period adjustments
- — Fix accounts receivable / accounts payable mismatches
- — Clean up inventory valuation
- — Close prior periods and set user controls to prevent re-breakage
§ 05
Monthly tune-up
For businesses that do their own day-to-day bookkeeping but want a professional set of eyes monthly: we review the file, flag anything that looks wrong, reconcile any missed accounts, and generate month-end financials. Much cheaper than full monthly accounting, catches problems before they compound.
§ 06
Why buy QuickBooks through us
We can provide QuickBooks at a discount vs. retail pricing through our ProAdvisor relationship — and every QuickBooks file we set up starts configured correctly from day one. Call for current pricing.
§ Pricing
Flat fees. No hourly surprises.
QuickBooks engagements are quoted as flat-fee projects, not hourly. Pricing scales with the work involved.
| Item | Complexity | Typical flat fee |
|---|---|---|
| Setup — new business | Fresh file, chart of accounts, bank feeds, training | $650–$1,200 |
| Migration — switching from another system | Historical data import + reconciliation | $1,200–$3,500 |
| Cleanup — fix an existing mess | Scoped after a 30-min assessment call | $1,500–$6,000 |
| One-on-one training | Per session, remote or in-person | $250–$400/session |
| Monthly tune-up | Ongoing — review + reconcile + month-end financials | $300–$700/mo |
| QuickBooks subscription | Online or Desktop, via ProAdvisor discount | See current pricing |
-
Setup — new business
Fresh file, chart of accounts, bank feeds, training
$650–$1,200
-
Migration — switching from another system
Historical data import + reconciliation
$1,200–$3,500
-
Cleanup — fix an existing mess
Scoped after a 30-min assessment call
$1,500–$6,000
-
One-on-one training
Per session, remote or in-person
$250–$400/session
-
Monthly tune-up
Ongoing — review + reconcile + month-end financials
$300–$700/mo
-
QuickBooks subscription
Online or Desktop, via ProAdvisor discount
See current pricing
ProAdvisor-certified for both QuickBooks Online and QuickBooks Desktop. We support both — and will tell you honestly which one fits your business.
§ Scope
What's included — and what isn't.
No surprises mid-engagement. Here's exactly what's in the standard scope, and what we'd bill separately or refer out.
Included
- — Chart of accounts built around your specific business — not a generic template
- — Bank and credit-card feed configuration
- — Sales tax setup for Florida (plus other jurisdictions if applicable)
- — Customer, vendor, product/service, and class/tag setup
- — User permission setup (multi-user files)
- — Hands-on training tailored to YOUR file and YOUR workflow
- — Post-engagement Q&A by email for 30 days
Outside our scope
- — Ongoing daily bookkeeping — see Bookkeeping
- — Custom report development beyond standard QB reports
- — QuickBooks Desktop server hosting (Intuit and third-party services do this)
- — Third-party app integration setup for apps we don't already support (most we do)
§ FAQ
Questions we hear about quickbooks services.
Should I use QuickBooks Online or QuickBooks Desktop?
How long does QuickBooks setup take?
§ Related services
Often paired with quickbooks services.
§ Bookkeeping
Monthly bookkeeping, bank reconciliation, and financial reporting for South Florida owner-operators. Clean books built around your S-Corp.
See more
§ Payroll Services
Full-service payroll for Florida small businesses. Direct deposit, quarterly 941, annual 940, W-2s, 1099s, and reemployment tax.
See more
§ New Business Formation
Florida LLC, S-Corp, and C-Corp formation for new businesses. Entity selection, state filings, EIN, and day-one accounting setup.
See more
Ready to talk?
A 30-minute scoping call costs nothing.
Free 30-minute call to confirm fit. If we are the right firm for the work, we send a written scope and a flat fee. If we are not, we point you elsewhere.