Technical support specializing in QuickBooks for small businesses, bookkeepers, and accountants
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Transitioning to QuickBooks Online requires a strategic approach to data migration. To ensure a clean start, I recommend importing only high-value data—such as your existing Chart of Accounts and essential lists—and recommend bypassing some of the extraneous historical transactions. I will manage the migration of your outstanding invoices and payables and verify that your financial reports align perfectly with your tax returns for a seamless, error-free setup.
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If you are looking to establish a new accounting foundation, I offer specialized services to expedite the setup process. Whether launching QuickBooks Online or Desktop, I ensure your system is configured to bypass common default pitfalls and create a high-performance workflow. An improper initial configuration can lead to long-term data integrity issues; for instance, a cluttered Chart of Accounts can significantly hinder efficiency, particularly in multi-user environments.
Many businesses mistakenly attempt to utilize every native feature, which often leads to unnecessary complexity in reporting. For example, implementing Accounts Payable is not always the optimal choice; inaccurate management of this feature can result in overstated expenses and unreliable bank balances.
My approach is methodical: we will hold weekly consultation sessions where I provide the training and framework for your team to execute the transition. Each subsequent week, we will review the progress, troubleshoot discrepancies, and establish clear objectives for the following phase, ensuring a confident and accurate path forward.
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For business owners seeking a deeper understanding of the health of your business, I provide the clarity needed to master your financial data. I specialize in streamlining complex reporting structures, ensuring you can access critical insights with minimal effort.
A common challenge in QuickBooks is the accumulation of redundant data. When the Chart of Accounts becomes overly voluminous, it obscures financial performance. By strategically utilizing the Products and Services list (Items) for granular detail—such as categorizing more detailed services—we can maintain a simplified, high-level Chart of Accounts. This architecture provides the perfect balance of detail and readability, allowing you to monitor your income without navigating unnecessary complexity.
Utilizing granular reporting features allows you to drill down into specific revenue streams by leveraging your Products and Services list. This approach provides a detailed analysis of sales performance without cluttering your primary financial statements.
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I offer a collaborative approach for tax professionals, ensuring your clients supply accurate, audit-ready data when you need it. When faced with a convoluted file or an excessively detailed Profit & Loss statement, the critical data points are often obscured. I specialize in streamlining these reporting structures and ensuring fixed assets and accumulated depreciation are perfectly reconciled for tax preparation.
Many firms lack the bandwidth for deep-dive file verification. I serve as a dedicated resource to troubleshoot complex issues, such as negative account balances and behind-the-scenes tracking errors. My expertise includes the precise multi-step adjustments required for Accounts Receivable, Accounts Payable, and Undeposited Funds, ensuring your client's file is optimized for both tax compliance and future strategic planning.
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If you are struggling with persistent issues in Undeposited Funds, unresolved Opening Balance Equity, or inaccurate A/R and A/P aging reports, you aren't alone. When a Chart of Accounts becomes bloated and reporting stretches across multiple pages, it loses its value as a decision-making tool.
With over 25 years of experience—specializing in QuickBooks Desktop since 1998 and Online since 2010—I provide forensic file clean-up and structural optimization. I don’t just "fix" your file; I implement scalable workflows that ensure your data is accurate, concise, and tax-ready. Let’s clear the clutter so you and your accountant can focus on strategic tax planning.
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I understand that CPA fees are a significant consideration for any business. I offer specialized QuickBooks expertise at rates that are often more accessible than those of a traditional CPA firm. My priority is to resolve your file issues promptly and fairly. We can collaborate on a pricing model that reflects the scope of your project and ensures a high return on your investment.
Meet the Owner
About the owner of QB Guru
Kim Antonucci is a QuickBooks Certified ProAdvisor and has been providing technical support for almost 30 years. She can strategically and creatively streamline QuickBooks for all small businesses. She works with business owners from a variety of industries - construction, retail, non-profits, media agencies, insurance companies, subcontractors, commercial real estate investors and more. She is a dynamic leader who consistently delivers results ahead of schedule with a track record of fiscal responsibility.
Kim is a Certified Pro Advisor for both QuickBooks Desktop and QuickBooks Online. She has multiple business degrees and certifications to help small businesses work efficiently.
More About the Process
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1. Initial Consultation
Complimentary Initial Review
Let’s connect virtually to align on your objectives and identify the most efficient path forward for your business. My services are fully customizable to your needs:
New System Implementation: Expert setup of a new QuickBooks Company file tailored to your industry.
Professional Development: One-on-one training on "back-end" workflows, bank reconciliations, and financial statement analysis.
Strategic Oversight: Defining a workflow where I evaluate the complexity while you maintain the level of involvement you prefer.
After our initial meeting, I will provide a clear project estimate and a roadmap to get your data—and your business—moving in the right direction.
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2. Implementation
During our initial consultation, we will define specific roles and delegate workflows based on your team’s strengths. This is also an ideal time to align with your CPA to ensure the Chart of Accounts and reporting structures adhere to tax compliance.
Tailored Involvement
You maintain full control over the scope of our engagement. You may prefer to manage the daily data entry—with professional guidance on best practices—or allow me to perform a comprehensive file clean-up before moving forward, I will adapt my services to fit your needs.Ongoing Support & Review
We will hold weekly progress sessions to evaluate milestones, address follow-up questions, and troubleshoot any data anomalies. Each session concludes with a defined set of deliverables and a clear roadmap for the following week with consistent progress toward your goals. -
3. Follow Up
Our collaboration will continue until you and feel confident that you have achieved autonomy. My goal is to ensure you fully understand your financial statements and can confidently address any inquiries from your CPA or tax professional.
Beyond our scheduled sessions, I remain available for brief consultations to resolve quick questions at no additional cost. Should you require more in-depth support as your business grows, we can schedule follow-up sessions.
I pride myself on a direct, efficient consulting style that respects your time, while utilizing teaching methods tailored to your specific learning preferences.
What Clients Say
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