Monthly QuickBooks

A badge or emblem with a shield shape, indicating certification or training. The top section says 'Intuit' in white text on a dark blue background. The middle section says 'Trained' in dark blue text on a light background. The bottom green section says 'Bookkeeper' in white bold text.
Badge with the text 'INTUIT Certified QuickBooks Level 1 ProAdvisor' on a shield-shaped background.
Shield badge with 'Intuit Certified QuickBooks Payroll ProAdvisor' text.
A badge indicating Intuit Certified QuickBooks Level 2 ProAdvisor.
A man with gray hair, glasses, and a beard in an office looks at documents with charts and notes. He is wearing a burgundy sweater and sitting at a cluttered desk with a potted plant, computer, and office supplies.

Your Trusted Partner for QuickBooks Bookkeeping in Indiana

QuickBooks is the #1 program for managing small business finances, but it only works if it’s set up and managed the right way. And that’s where we come in!

As a certified QuickBooks bookkeeping company in Indiana, we help you make the most of organizing your income, tracking expenses, and generating reports that drive better decision-making.

Whether you’re starting from scratch or need expert support to manage an existing QuickBooks profile, we have got you covered. With personalized guidance and professional setup, you can rest easy knowing your financials are accurate, compliant, and ready to grow with your business.

A man with dark hair and glasses working at a desk, holding papers and looking at a laptop, in a bright room with natural light.

First-Time QuickBooks User? We’ll Handle That Too

IIt’s time to get organized and set your business up for success. If you’ve never used QuickBooks before, we’ll walk you through the entire setup process, making sure everything fits your business perfectly. This is a one-time setup designed to give you a clean start and a reliable financial foundation. From there, you can choose to manage things yourself or let me continue handling it for you.

Here’s what your QuickBooks setup will include:

• Create Your Company File: We’ll build a new file with your business details and financial records.

• Configure Accounting and Tax Settings: Proper settings from the start mean smoother reporting and stress-free tax time.

• Connect Bank Accounts and Credit Cards: All transactions will flow directly into QuickBooks for easier tracking.

• Set up Expense Categories: Organize accounts to help you see where your money is going.

• Set up Payroll and Accounts Payable: Pay your team and vendors accurately and on time.

• Enable Invoicing and Payment Processing: Send polished invoices and accept payments with ease.

• Organize Car Leases and Scheduled Payments: Keep recurring obligations neatly tracked and never miss a due date.

With everything set up correctly, your QuickBooks will be ready to support smarter decisions and a smoother workflow from day one.

A woman with light skin and wavy, shoulder-length red hair stands at a kitchen island, writing in a notebook with a pen. She wears a black blazer over a black top. On the island are a silver laptop, a glass of tea, a pair of glasses, and a black smartphone. The background features a brick wall, a potted plant, and decorative items.

QuickBooks Done Right, Every Single Month

Sometimes QuickBooks gets messy, or maybe you’re just too busy running your business to stay on top of it. That’s where we come in. With our years of experience and expertise, we take the weight off your shoulders and make sure your books are always accurate, organized, and up to date.

Here’s what we can handle for you:

• Importing Credit Card Transactions: Keep every purchase recorded and categorized without the stress of manual entry.

• Reconciling Bank Accounts: Match your statements to QuickBooks for accuracy and peace of mind each month.

• Following Up on Accounts Receivable: Stay on top of unpaid invoices with consistent, professional follow-ups.

• Organizing Transactions and Categories: Get a clear picture of your income and expenses without the clutter.

• Updating Taxes and Payable Accounts: Stay compliant and never miss a due date.

• Profit and Loss, Income and Expense Reports: Understand your financial health with reports that are easy to read and apply.

• Automating Invoicing, Expenses, and Payroll: Save time and reduce errors with streamlined systems.

All the QuickBooks Support You’ll Ever Need

When you get on board with us, we will show how powerful QuickBooks is! With decades of experience in this field, we will take the stress off your plate by handling all the essentials and keeping your system organized and efficient with these core services:

• Transaction Imports: Automatic syncing with your bank and credit cards, plus manual entries when needed.

• Bank Reconciliation: Monthly reconciliation of your bank accounts for accurate, trustworthy books.

• Expense Tracking: Customized categories for your expenses, so you can see exactly where money is going.

• Custom Invoicing: Online invoicing and branded templates to make billing easier and faster.

• Receivables and Payables Management: Stay on top of money owed to you and bills you need to pay.

• Account Reviews & Adjustments: Monthly checks to make sure transactions are correctly recorded.

• Sales Tax Monitoring: Streamlined tracking and reporting of monthly or quarterly sales taxes.

• Overdue Account Alerts: Proactive follow-up on delinquent accounts to keep your cash flow steady.

• Monthly P&L Statements: Easy-to-read Profit & Loss reports delivered directly to your inbox.

Which QuickBooks Online Plan Fits Your Business?

The chart below outlines the key features included in the main versions of QuickBooks Online (as of May 2020). Keep in mind that QuickBooks may update or add new features over time.

Comparison chart of software features for different plans: Self-Employed, Essentials, Plus, and Advanced. Features include user count, income tracking, receipts, tax deductions, payments, mileage, reports, estimates, sales tax, contractor management, billing, time tracking, profitability, comprehensive reports, inventory, powerful reports, and advanced features.
Two women working together at a desk with a computer and documents, discussing data on a tablet, in an office setting.

Or Is Wave Right for Your Business?

Wave Accounting Software is a strong alternative to QuickBooks, especially for small businesses that don’t need advanced bookkeeping features. It handles many of the daily bookkeeping tasks you’ll need to stay organized without costing a dime. With Wave, you can:

• Track income and expenses

• Capture and organize receipts

• Maximize tax deductions

• Invoice & accept payments

• Run basic reports

• Send estimates

• Track sales & sales tax

• Manage 1099 contractors

• Manage and pay bills

• Accountant-approved reporting

• Fully integrated with other Wave tools

• Perfect for 1–9 employees

FAQ’s

QuickBooks Help: FAQs

  • Yes, we create your company profile, connect your accounts, and set up everything you need to get started smoothly.

  • No worries, we specialize in cleaning up and organizing existing QuickBooks accounts so they’re accurate and easy to manage.

  • Yes, we generate clear monthly reports like Profit & Loss and expense breakdowns to help you make smarter business decisions.

  • Yes, we customize QuickBooks settings and reports to fit your specific industry and the way your business operates.

  • Definitely! We can set up and run payroll, ensuring your team gets paid accurately and on time.

  • We update your accounts monthly (or more frequently if needed), so your books are always accurate and up to date.