A construction contractor in Marion showed us a QuickBooks file with eleven thousand unmatched bank transactions and a customer deposit account holding money that had been spent two years earlier. He was not careless. He bought the software, connected the bank, and nobody ever told him the rest. That is the most common QuickBooks bookkeeping problem in Cedar Rapids: the tool is fine, the setup never happened.
QuickBooks Bookkeeping
QuickBooks bookkeeping means using the software the way it was designed to be used, all year, by someone who does this daily. We build or repair your QuickBooks Online file, connect it to your accounts, and then keep it current every month. You get real reports instead of a screen full of red flags.
We work with small businesses across the Cedar Rapids area, from Cedar Rapids and Marion to Mt Vernon, Hiawatha and Marion. Flat monthly fees start at $350, agreed before we start.
Broken file, healthy file
What a broken file looks like
- Thousands of unmatched bank feed transactions
- Money parked in undeposited funds forever
- Rules that miscategorized a year of fuel
- Invoices marked paid that never were
- Owner draws sitting in business expenses
- A balance sheet nobody can explain
What a healthy file looks like
- Every transaction matched and categorized
- Undeposited funds cleared to zero
- Rules that fit how you actually spend
- Receivables that match reality
- Personal and business cleanly separated
- Statements your accountant trusts
QuickBooks Setup
QuickBooks setup is the hour that saves you a year. We build a chart of accounts that matches your trade instead of the generic default, connect bank and credit card feeds, turn on job tracking if you need profit by project, and set up invoicing you can send from your phone. Done right on day one, the file stays clean.
QuickBooks Cleanup
Already have a file and it is a wreck? QuickBooks cleanup fixes the file rather than starting over, so your history survives. We rebuild categories, clear phantom balances, reconcile every account month by month, and hand back something you can actually read. Fixed quotes start at $350. See bookkeeping cleanup services.
Book Setup for New Businesses
Just getting started? Book setup for new businesses gets the structure right before there is any mess to fix. Personal separated from business from day one, categories that match how you make money, and three simple habits that keep it clean between now and your first tax return.
Bookkeeping Migration
Still on desktop software, a shoebox, or a spreadsheet that only lives on one computer? Bookkeeping migration moves your history into QuickBooks Online with balances intact and prior years readable. Then you can check your numbers from a job site instead of driving back to the office.
Monthly Bookkeeping
Setup and cleanup are one-time jobs. Monthly bookkeeping is the rhythm that keeps the file healthy: every transaction categorized, every account reconciled, books closed by the 10th. Weekly bookkeeping suits high volume shops, quarterly bookkeeping suits low volume ones, and year-end bookkeeping squares away depreciation, loans and payroll before filing. See monthly bookkeeping.
Virtual Bookkeeping
QuickBooks Online makes all of this virtual bookkeeping, also called online bookkeeping or cloud bookkeeping. Snap a receipt at a job site and it lands in the file. We work in the same file from our end. Outsourced bookkeeping at a flat monthly fee costs a fraction of hiring part time, and your numbers are never stuck on one machine.
Small Business Bookkeeping
Our whole practice is small business bookkeeping for owners doing $150K to $1M a year. Bookkeeping for contractors gets the most attention here because job costing, progress billing and 1099s are where QuickBooks files usually break. We also handle bookkeeping for freelancers, bookkeeping for startups, bookkeeping for real estate, bookkeeping for retail stores where inventory bookkeeping decides real margin, and bookkeeping for non-profits with restricted funds and grant tracking. See small business bookkeeping.
Tax Ready Books
Tax ready books means your accountant opens the file and files. Income counted once, expenses categorized, every account reconciled, loans and payroll tied out. Bookkeeping catch up and bookkeeping cleanup services get you there if you are behind, and monthly service keeps you there.
Bookkeeping Consulting
Want to run QuickBooks yourself? Bookkeeping consulting is a file review, customized bookkeeping solutions for your workflow, and honest answers about what to fix first. We set it up, show you the weekly routine, and stay reachable. Internal bookkeeping audits catch problems before your accountant or a lender finds them.
QuickBooks Onlineeverything we do runs on it
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Intuit Bookkeeping Trainedwe work in these files every day
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From $350flat monthly, plus one-time $250 onboarding
Questions Cedar Rapids owners ask
Do I need to buy QuickBooks myself? You can, or we can set it up under your name so you own the file. Either way the subscription stays yours, and you keep it if we ever part ways.
My file is a disaster. Start over or fix it? Almost always fix it. Starting over throws away your history, which you need for comparisons, lending and taxes. Only a truly unusable file gets rebuilt from scratch.
Can you work with the QuickBooks I already have? Yes. We get invited into your existing file as an accountant user. No exporting, no reinstalling, no losing anything.
How long does a QuickBooks cleanup take? Usually two to four weeks. Read how long a cleanup takes for the details.
Serving small businesses across the Cedar Rapids area. See who we serve, all 20 cities, or how it works.
