QuickBooks Online Support for Small Businesses

QuickBooks Online is a powerful tool for managing your business finances—but only if it’s properly set up, maintained, and aligned with your tax strategy. At Accuracy CPA, we provide hands-on QuickBooks Online support with CPA oversight, giving business owners clean, compliant books and better control of their financial reporting.

Whether you're starting from scratch, switching software, or dealing with messy books, we take the complexity off your plate and deliver a system that works.

We configure your QuickBooks Online file with accuracy and compliance in mind, so you can rely on your financial data all year long.

• Custom chart of accounts tailored to your business
• Historical balances and data entry
• Bank feed integration
• Sales tax, invoice, and payment settings
• Payroll and third-party app syncing (if applicable)

Every setup is tailored—not templated—so your QuickBooks is structured for your business type and tax reporting needs. 

If your QuickBooks file is inaccurate or disorganized, we step in to fix the issues and align everything with IRS and accounting standards.

• Identify and correct misclassified transactions
• Reconcile bank and credit card accounts
• Remove duplicates or missing entries
• Align reports (Profit & Loss, Balance Sheet) with actual financial activity
• Prepare books for tax filings or year-end close

We make sure your financials reflect reality—so you can make better decisions and stay compliant.

Our team continues to support your accounting system after setup or clean-up. Whether you're managing your books in-house or need oversight throughout the year, we’re here to provide:

• Periodic file reviews and account checks
• CPA-led feedback on bookkeeping accuracy
• Adjustments or updates to chart of accounts
• Integration or settings changes as your business evolves

You won’t be left on your own. We’re available to help you maintain an accurate, optimized QuickBooks environment.

Most QuickBooks support providers focus on software—we focus on strategy, compliance, and tax efficiency.

As a licensed CPA firm and Certified QuickBooks ProAdvisor, we help ensure your system works for your business—not just for bookkeeping.

• CPA-reviewed setup and oversight
• Tax-compliant configuration and reporting
• Guidance that supports tax planning and growth
• Expertise in multiple industries
• Secure, cloud-based service for local and national clients

We help you turn QuickBooks Online into a reliable foundation for smart business management and tax strategy.

We support small businesses across a wide range of industries and business models, including:

• Real estate investors and property managers
• E-commerce and online retailers
• Contractors and independent professionals
• Health and wellness providers
• Professional service firms (legal, consulting, etc.)

Our services are ideal for business owners who want expert-level accounting structure without micromanaging the software.

Q: What if my QuickBooks file is disorganized or has mistakes?
We’ll identify and correct errors, reconcile your accounts, and ensure everything aligns with best practices. Clean-up is one of our specialties.

Q: Can you take over my current QuickBooks setup and improve it?
Yes. We review your existing QBO file, make necessary improvements, and provide ongoing oversight to keep things running smoothly.

Q: Do I need to understand QuickBooks Online to work with you?
No. Our clients rely on us to manage the technical and accounting complexity. We’ll handle the setup and maintenance while providing insights where needed.

Q: Do you only work with local clients?
Not at all. While our office is based in Gilbert, AZ, we work with clients across Chandler, Mesa, Queen Creek, Phoenix, and nationwide. All services are delivered securely through cloud-based tools.

Whether you’re launching a new business or overhauling your books, we make QuickBooks Online work the way it should—clean, compliant, and built to support smarter financial decisions.

Call 480.908.8180
Schedule Your QuickBooks Help

Based in Gilbert, AZ. Proudly serving clients throughout Arizona and across the U.S.