QuickBooks a mess? Let Iris clean it up.
QuickBooks Setup and Cleanup in Clearwater
QuickBooks is only helpful when it's set up for your business. A messy file gives you wrong reports and a painful tax season. Iris sets it up right or cleans up what's there, then shows you how to keep it that way. Call 678-614-4636.
Hablamos español. Monday to Saturday, 8 to 6.
What setup includes
- A chart of accounts built for your industry and your tax return, not the generic default
- Bank, credit card and payment processor connections
- Bank rules so repeat transactions categorize themselves
- Invoice and estimate templates with your logo and payment terms
- Florida sales tax settings, if you sell taxable goods or services
- Opening balances that match your last tax return
- A one-hour training session at your business
A typical example
An illustrative example, not a client testimonial. A new Clearwater cleaning company set up QuickBooks on its own and connected both the business and personal accounts. After six months, the reports showed a profit the owner knew wasn't real.
Iris reviews the file, disconnects the personal account, reclassifies owner draws, fixes duplicate deposits from invoices and bank feeds, and builds rules for the weekly supply purchases. Then she trains the owner's office manager in a one-hour session at the shop.
Signs your file needs a cleanup
- The bank balance in QuickBooks doesn't match the bank statement
- Hundreds of transactions sit in "Uncategorized" or "Ask My Accountant"
- Deposits are counted twice, once from the bank and once from invoices
- Loan payments are recorded as expenses
- Your profit and loss shows a profit, but there's never money in the account
Iris reviews the file first and tells you whether a cleanup or a fresh start is cheaper. Sometimes starting over with clean opening balances is faster than fixing years of entries.
Who it's for
New businesses starting QuickBooks for the first time, owners who set it up themselves and lost track, and businesses switching from spreadsheets. After setup, many clients move to monthly bookkeeping; others handle it themselves with occasional support. See all of our bookkeeping services in Clearwater.
How it works
- Call 678-614-4636. Iris asks about your business, your accounts and how far behind the books are, then quotes a monthly price.
- She visits your business to set up access, collect records and learn how you work. Many clients prefer an after-hours visit.
- Each month she updates and reconciles the books and sends a short report. Questions get answered by phone or at your next visit.
What it costs
Setups are a flat fee starting at [QuickBooks setup price]. Cleanups are quoted after Iris reviews the file. Support calls are [support rate].
Iris's promises to you
Inviting someone into your home or business takes trust. Here is what Iris promises every client:
- You know the price before she starts. No surprise fees at the end.
- Your documents never leave your sight. She scans what she needs at your table, works on an encrypted laptop and hands your originals back before she leaves.
- Every line is explained in your language. Plain English or Spanish, so you know exactly what you signed.
- No waiting room, ever. She comes to your home or business at the time you choose, Monday to Saturday from 8 to 6.
- If the IRS writes later, she reads it with you. The same woman-owned business that did the work answers the follow-up.
Mobile service across Pinellas County
Iris is based in Clearwater, from Countryside and Island Estates to downtown and Clearwater Beach, and drives to clients across Pinellas County:
- Clearwater
- Largo
- St. Petersburg
- Pinellas Park
- Seminole
- Dunedin
- Palm Harbor
- Tarpon Springs
- Safety Harbor
- Oldsmar
- Gulfport
- Belleair
- Indian Rocks Beach
- Madeira Beach
- Treasure Island
- St. Pete Beach
She also serves nearby parts of Pasco and Hillsborough counties when her schedule allows. Appointments can be at your home, your business, or a hospital or care community. Family out of state can book a visit for a parent and join by phone.
Questions people ask before they call
Do you sell QuickBooks subscriptions?
No. You buy the subscription in your business's name so you always own your data. Iris helps you pick the right plan.
QuickBooks Online or Desktop?
Most small businesses are best served by QuickBooks Online, which connects to banks and allows remote access. Iris can explain the trade-offs.
Can you train my office manager?
Yes. Training at your business is part of every setup.
Will my old data transfer?
Usually. Iris checks what can be imported and what is better started fresh.
Are you a certified QuickBooks advisor?
[Confirm whether Iris holds a QuickBooks ProAdvisor certification]. Tax Link is not affiliated with Intuit.
Can you connect QuickBooks to my payment processor?
Yes, for most common processors. Iris sets it up so deposits are recorded net of fees and match your bank.