Problem-solving session
For a specific QuickBooks problem, confusing transaction or workflow question.
- Focused review of the issue
- Plain-language next steps
- QBO or QBDT guidance
Get the QuickBooks help you actually need.
Work directly with Jim through personal support by phone, remote session, or in person. Start with a focused question or request a broader review. Jim confirms the scope and fee before paid work begins.
Cleanup and file review
Find what is wrong, what matters most and the safest order for correcting it.
- Reconciliation and balance review
- Duplicate and classification checks
- Written cleanup priorities
Audit and examination support
Prepare the QuickBooks reports and supporting records requested by an insurer, auditor, CPA, attorney or agency.
- Payroll, wage and owner reports
- Vendor, 1099 and subcontractor detail
- Reconciliation to QuickBooks totals
Conversion and migration planning
Move from QuickBooks Desktop or another system with fewer surprises.
- Readiness and data review
- Conversion plan and validation
- Post-conversion cleanup
Apps, imports and integrations
Choose, connect or troubleshoot software that exchanges data with QuickBooks.
- Workflow and compatibility review
- Import mapping and testing
- Duplicate-prevention controls
Training and ongoing support
Practical help for owners, bookkeepers and staff who need a reliable QuickBooks workflow.
- One-on-one or team training
- Documented procedures
- Monthly support available
Where Jim’s work fits
Jim can locate information, prepare reports, review bookkeeping, reconcile records and implement decisions in QuickBooks. When a CPA, attorney, insurer or agency must make a tax, legal, assurance, coverage or classification decision, that professional makes the decision and Jim can help with the supporting records and QuickBooks implementation.
Pricing depends on the file, deadline and scope. Nothing is purchased and no engagement begins until you agree to the work.