Bookkeeping
QuickBooks Setup & Training
QuickBooks set up the right way from day one — or cleaned up if it's already a mess — plus training so your team can actually use it.
The approach
QuickBooks is powerful, but only when it's set up to match how your business actually runs. I configure your chart of accounts, products, classes, and integrations correctly the first time — and train you or your staff so you're not stuck Googling every transaction.
What I help with
- New QuickBooks Online or Desktop setup
- Chart of accounts, products/services, and class tracking design
- Bank, credit card, and payment-processor connections
- Cleanup of existing files (uncategorized transactions, duplicates, unreconciled accounts)
- Desktop-to-Online migration
- One-on-one or team training sessions
Who this is for
- Starting out and want QuickBooks set up correctly from day one.
- Have a QuickBooks file that's grown messy or out of date.
- Migrating from Desktop to Online, or from another platform.
- Need staff trained on day-to-day bookkeeping in QuickBooks.
Why work with me
I've set up and cleaned up QuickBooks for businesses across every industry I work in. Done right, it pays for itself in the time you stop wasting.
Working with KRB
What clients say after we work together
Rebekah took our books from 14 months behind to fully current in six weeks, then set us up with a monthly cadence we actually understand. The difference in how I run my business now is night and day.
Operations ownerManufacturing · Bradley County
I was paying a payroll service and a bookkeeper and a tax preparer who all blamed each other when something went wrong. Rebekah is one phone call. That's it.
FounderProfessional services · Chattanooga
The S-Corp election conversation alone paid for the year of advisory. She walked through the numbers, showed me the break-even, and made the recommendation in plain English.
OwnerConstruction · Williamson County
How it works
A simple, transparent process
From the first call to ongoing support, you always know what's happening and what comes next.
- 01
Free Consultation
Schedule a free call to see where your business's finances are and how I can help.
- 02
Strategy & Proposal
I outline a clear plan and scope of services tailored to your business.
- 03
Plan Execution
We complete the agreed services — accounting, cleanup, reporting, tax filing, and more.
- 04
Ongoing Support
If you're happy with the work, we build a long-term partnership with continued accounting support and financial guidance.
FAQ
Common bookkeeping questions
What software do you use?
Primarily QuickBooks Online. We can also work in QuickBooks Desktop, Xero, or Sage if that's already what you have. We're not interested in moving you off something that's working — only off something that isn't.
Can you clean up books that are years behind?
Yes. Catch-up engagements are common — we'll quote a fixed scope to bring you current, then transition to monthly maintenance once you're caught up.
Do you handle payroll?
We handle payroll-entry recording and reconciliation, and coordinate with payroll processors like Gusto, ADP, or Paychex. We don't run payroll directly, but we make sure it's posted and reconciled correctly.
Free 30-minute consult
Ready to talk?
Book a free 30-minute consultation. We'll look at where your finances are now and what would actually move the needle.