QuickBooks Consulting

Get More from Your Software

We help small businesses across Camden and Midcoast Maine set up, fix & master QuickBooks—so your books stay clean and useful.

QuickBooks Help That Makes Sense

Friendly Guidance from Certified Experts

Whether you’re brand new to QuickBooks or frustrated by a messy file, we’re here to help. As Advanced Certified QuickBooks ProAdvisors, we’ve supported small businesses in Camden, Rockland, Rockport and beyond with setup, clean-up, training, and troubleshooting. We’ll make sure your software works for you—not the other way around—so you can track your finances with confidence and clarity.

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What We Offer

Expert Help, Personalized to Your Needs

Setup & File Creation

We’ll help you choose the right QuickBooks version, create your company file, and build a chart of accounts that makes sense for your business.

File Clean-Up

If your data is inaccurate, outdated, or just plain messy, we’ll dig in and clean things up. That includes fixing duplicate entries, correcting balances, and organizing transactions.

Customization & Reporting

We tailor QuickBooks to your workflow and reporting needs—whether that’s customizing invoices, setting up job costing, or creating helpful financial reports.

One-on-One Training

We’ll teach you how to use QuickBooks the right way, from daily tasks like invoicing and reconciliations to pulling monthly reports. Training is available in-person or virtually.

Ongoing Support

Have a question down the road? We’re always available for troubleshooting or check-ins. You’ll never feel like you’re figuring it out alone.

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Frequently Asked Questions

QuickBooks Help, Simplified

  • Do I need to be using QuickBooks already to work with you?

    Not at all. We help clients at every stage, including those who are switching from spreadsheets, starting fresh, or exploring accounting software for the first time. We’ll walk you through setup and show you how to get started. If you’re already using QuickBooks but feel unsure about how things are working, we can also review and improve your setup.

  • Do you work with QuickBooks Online or Desktop?

    We support both versions and can help you decide which one is best for your business. Some Camden-area clients prefer the convenience of QuickBooks Online, while others stick with Desktop for specific features. Either way, we have the experience to support your system and help you get the most from it.

  • What does a “file clean-up” include?

    A QuickBooks file clean-up involves reviewing your current data, correcting transactions, organizing your chart of accounts, and fixing any errors we find. This service is great for businesses that have been using QuickBooks without formal training or for files that have gotten out of hand. We’ll leave you with accurate records and a system that’s easier to manage.

  • Can you train my staff to use QuickBooks?

    Yes. We offer one-on-one or small group training sessions to help you and your team feel confident using QuickBooks. We can cover daily tasks like entering expenses and generating invoices or more advanced topics like class tracking, job costing, and reporting. Our training is always hands-on and based on your specific workflow.

  • Is QuickBooks the best choice for my business?

    For most small businesses in Camden and the surrounding area, QuickBooks is a reliable, cost-effective option. That said, we’ll help you evaluate your needs and determine if it’s the right fit. If another software would serve you better, we’ll say so—our goal is to help you stay organized, not sell you something that doesn’t work.