QuickBooks Consulting & Training for Long Island Small Businesses
Get CPA-led QuickBooks consulting in Suffolk County—from clean setup to hands-on training and troubleshooting. We support owners and teams in Port Jefferson Station, St. James, Smithtown, Setauket, Nesconset, Mount Sinai, and Lake Grove on QuickBooks Online and Desktop, so your books are accurate, your reports are useful, and your decisions are confident.
Why QuickBooks—With a CPA Partner
QuickBooks is powerful—when it’s set up the right way. We tailor your file to your business model, automate what should be automated, and teach your team how to keep things clean month after month. The result: better cash visibility, smoother tax seasons, and fewer late-night bookkeeping headaches.
Set Up Right from Day One
Proper configuration prevents months of cleanup later. Our
QuickBooks setup and training in NY gives you a file you can trust and a workflow your team can follow.
Custom chart of accounts by revenue streams, COGS, and overhead
Sales tax settings for NY; products/services lists tied to correct tax codes
Bank/credit card feeds, rules, memos, and attachment workflow
Customer/vendor master data; payment terms, invoice/estimate templates
Classes/locations (if needed) for jobs, stores, or departments
User roles and basic internal control recommendations
Simple month-end close checklist and recurring tasks
Hands-On Training for Owners & Teams
We teach QuickBooks the way you actually use it—short, practical sessions with your real data. Expect patient, plain-English guidance and follow-up notes your team can reference.
Typical topics include entering sales/expenses, matching deposits,
bank reconciliations that balance, building and reading reports (P&L, balance sheet, cash flow), and avoiding common mis-categorizations that distort margins.
Ongoing Support & Troubleshooting
Already on QuickBooks and something looks off? We diagnose and fix sticky issues—uncleared items, duplicate feeds, misapplied payments, inventory posting, or payroll sync quirks. Need a periodic “tune-up”? We’ll review your file quarterly or annually to clean entries, tie balances, and refresh workflows.
Whether you’re in
Port Jefferson Station or
St. James, help is just a call or email away.
Cleanup, Integrations & Next Steps
If your QuickBooks file is messy, we’ll bring it back to accurate: reconcile all accounts, correct opening balances, fix item mappings, and document the changes. As you grow, we can advise on add-ons—payroll, time tracking, POS, inventory, bill pay—so your system scales without chaos.
With clean data, you’re ready for more: Bookkeeping Services to keep the books current, Business Tax Preparation & Planning to reduce surprises, and Advisory/CFO support for budgeting, forecasting, and cash strategy.