QuickBooks bookkeeping

QuickBooks Bookkeeping by a Certified ProAdvisor

Setup, cleanup, reconciliation, and clear monthly reporting in QuickBooks Online or Desktop, done right by a certified ProAdvisor.

QuickBooks ProAdvisorXero Certified AdvisorUpwork Top Rated1500+ Clients

Overview

QuickBooks, set up and run properly

QuickBooks is only as good as the way it is set up and maintained. As a certified QuickBooks ProAdvisor, we build a clean chart of accounts around how your business actually earns, connect your bank feeds, tune the rules, and keep everything reconciled so your reports mean something.

What's included

What your QuickBooks service includes

QB

Setup or takeover

New file setup or a clean takeover of your existing QuickBooks, done correctly from day one.

RE

Monthly reconciliation

Every bank and card account matched to your statements so your numbers are real.

CT

Categorization & rules

Transactions coded correctly with smart bank rules that keep it accurate going forward.

RP

Monthly reports

A clear profit and loss and balance sheet delivered every month, explained in plain language.

Is this you?

This is for you if

  • You use QuickBooks but are not sure it is set up right
  • Your accounts have not been reconciled in months
  • Your reports look off or you do not trust the numbers
  • You want a certified ProAdvisor handling it, not guesswork

Why HOLO

Certified, remote, and accountable

We are a certified QuickBooks ProAdvisor with Upwork Top Rated and Fiverr Pro standing, and over 1500 small businesses served since 2021. You get one direct contact who knows your file, secure remote access, and books you can finally trust.

FAQ

Common questions

Do you work in QuickBooks Online or Desktop?

Both. We recommend the right version for your situation and can migrate you cleanly if needed.

Can you fix a messy QuickBooks file?

Yes, cleanup and catch-up are core services. We reconcile, recategorize, remove duplicates, and tidy your chart of accounts.

Are you actually certified?

Yes, we are a certified QuickBooks ProAdvisor and a Xero Certified Advisor, both verifiable.

How do we work together remotely?

Through secure access to your QuickBooks file, with one contact and monthly reporting, from anywhere in the United States.

Want QuickBooks done right?

Book a free consultation and we will review your file and tell you exactly what it needs.