QuickBooks help
QuickBooks help from the people who do your taxes
Get QuickBooks set up right, cleaned up or finally understood, by an office that knows what your return needs from it.
Live nearby or hours away? Most work can be handled by phone or video call, with documents shared through the secure portal link we email you.
- QuickBooks certified
- Setup, cleanup and training
Is this you?
When QuickBooks stops making sense
- Your balances don't match the bank.
- Transactions are in the wrong categories, or in twice.
- You're starting a business and want it set up correctly from day one.
- You're not sure whether QuickBooks Online or Desktop is right for you.
- You want to learn to do it yourself, with someone to check your work.
What's included
How we help with QuickBooks
Not sure which parts you need? Tell us where things stand and we will point you in the right direction.
Call (704) 471-1414- New company setup: chart of accounts, bank feeds, basic settings
- Cleanup of an existing file: categories, duplicates, reconciliations
- One-on-one training for you or your staff
- Choosing between QuickBooks Online and Desktop
- Ongoing help when questions come up
- A file that's ready for tax time
Is your QuickBooks file a mess?
Most can be fixed faster than you'd expect.
Getting started
How QuickBooks help works
We look at your file.
Tell us what's wrong, or what you want to set up.
We fix it or build it.
Clean categories, reconciled accounts, settings that fit your business.
We show you how.
You leave knowing how to keep it right, with us a call away.
Not in Shelby? We work with clients across the US by phone or video call and through our secure client portal.
Why us
QuickBooks that lines up with your tax return
We don't just clean up your file; we prepare returns from files like yours every season. So your QuickBooks is set up the way your tax return needs it, and nothing has to be redone in April.
Enrolled Agent · In Shelby since 2001 (25 years) · 5.0 on Google
Meet Mark
What QuickBooks help costs
Setup and training are usually quoted as a set price. Cleanup depends on how many months need attention. We'll look first and give you a clear price.
Call for a priceQuestions
Questions we hear about QuickBooks Help
Still wondering about something? Call (704) 471-1414 and ask.
Who can help me with QuickBooks near Shelby?
How much does QuickBooks help cost?
Should I use QuickBooks Online or Desktop?
Can you train my staff?
Can you do my books for me instead?
Free guides
Read up before you call
Estimated Tax Payments
Who has to pay quarterly, and how much.
Read itHow Long to Keep Tax Records
What to keep, what to shred and how long to wait.
Read itWe can also help with
Tax Planning
Plan the year you're in, for business owners and retirees, so April holds no surprises.
- Federal and North Carolina tax projections
- Quarterly estimated payment amounts
- A year-end check-in while there is time to act
Tax Preparation
Individual and small business returns, federal and North Carolina, prepared carefully and explained clearly.
- Federal and North Carolina returns
- Self-employment, rental and retirement income
- Amended and prior-year returns
Bookkeeping
Monthly books you can trust, or a catch-up when you've fallen behind.
- Monthly recording and reconciliations
- Catch-up for past months or years
- Reports you can actually read
Have a question first?
Send us a quick message
Send us a quick message and we will get back to you soon. You do not need to visit the office to get started.
724 South Morgan Street, Shelby, NC 28150
Monday to Friday, 8:00 AM to 5:00 PM
Wheelchair-accessible entrance and parking
Ready when you are
Get your QuickBooks sorted
Tell us what's going on and we'll show you the fastest way to fix it.
Enrolled Agent · In Shelby since 2001 (25 years) · 5.0 on Google