Need help setting up your QuickBooks account or not even sure what QuickBooks is? I can explain what it is, how it can work for you, and why it is the preferred business accounting software for millions of businesses around the world.

You'll feel confident navigating QuickBooks Online after we go step-by-step setting up your account and making sure it makes sense for you!

• Customize Your Chart of Accounts: This is about setting up your financial categories for clear and accurate reporting.

• Simple Data Importing: I'll show you how to import your existing financial data with ease.

• Connecting Your Accounts: We'll walk through how to connect your bank, loan, and credit card providers for automatic transaction downloads.

• Organize Customer & Vendor Information: Easily manage your client and supplier details for streamlined operations.

• Efficient Bill Payments: Learn how to pay your bills directly within QuickBooks, which will save you time.

• Create Professional Invoices & Sales Receipts: Generate and send invoices and sales receipts inside the platform.

• Access Key Financial Reports: I'll show you how to pull insightful reports that give you a clear picture of your business's financial performance.

 You didn’t start your business to do bookkeeping. But I did. You are a visionary, and that means that sometimes the daily and weekly tasks of recording your financials fall a little bit behind. Your business goals probably did not include being meticulous at bookkeeping, and that's okay.

That's where the Catch-Up service comes in. I'll do the work of going through your transactions and statements and bring order back to your books. 

Here's what you can expect:

• Accurate Transaction Categorization & Reconciliation: I will ensure every transaction is categorized and reconciled correctly. 

• Book Reorganization (if necessary): If your books don't make sense for you, then it may be time to reorganize some things. Knowing what goes where and why will make it easier for you to understand. When you understand more, you can do more with your resources.make it easier for you to understand. When you understand more, you can do more with your resources.

• Invoice & Vendor Review: This is a big one. I'll identify if there are any duplicates and highlight any "loose ends" – such as unused vendor credits or invoices that are 60+ days overdue. You are doing good work, so let's make sure you're not losing revenue and optimize your payables.

• Relevant Financial Reports: You'll receive a set of meaningful and insightful financial reports. Not every report is going to help you accomplish your current goals. Snapshots of your current financial state have to be relevant in order to empower you to move forward strategically and confidently

Let Peaceful Ledgers untangle your financial records, so you can breathe a sigh of relief, avoid potential pitfalls, and gain the clear insights you need to grow and scale your business.