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Expert consulting to optimize your QuickBooks system and improve your financial processes.
You inherited it from a bookkeeper who left, a partner who set it up in an afternoon, or three different people who each had their own way of doing things. The numbers move in ways nobody can explain. Your CPA sends the same list of questions every year. You have stopped opening the reports because you already know you would not believe them.
The specifics, rather than a bullet list you have to interpret.
We go through the file account by account and produce a written list of what is actually wrong, ranked by what it is costing you. That might be twelve small annoyances or three structural problems. Either way you see the findings and the quote before we touch anything, and you are free to take the report and fix it yourself.
Undeposited funds is the single most common wreck in a QuickBooks file. Payments get recorded against invoices, then the deposit gets entered separately from the bank feed, so income is counted twice and a phantom balance accumulates. The same pattern shows up in opening balance equity, ask-my-accountant and suspense accounts. We work out what each balance is made of and clear it against real transactions.
Files drift. Accounts get created because the right one was hard to find, duplicates accumulate, and by year three nobody can compare this year to last. We merge duplicates, retire accounts that should never have existed and restructure what remains, then remap historical transactions so prior-year comparisons still work rather than breaking the moment you tidy up.
Old open invoices from customers who paid, credits never applied, vendor bills entered twice, and payments recorded as expenses instead of against the bill. All of it distorts both your aging reports and your balance sheet. We reconcile the subledgers to the control accounts and write off what genuinely should be written off, with a note explaining each one.
We review every manual journal entry in the period, because that is where forced fixes hide. Unexplained adjustments to make a reconciliation close, reversing entries that were never reversed, and depreciation or accrual entries that were posted twice all get traced back to what they were meant to do. Anything we cannot substantiate is listed for your CPA rather than quietly kept.
You get a written record of every correction: what it was, what it became and why. Alongside it we leave the practical part — which accounts to use for the transactions that were causing confusion, what to do at month end, and where the previous process broke down. A repaired file drifts again in a year if nothing about the habits changes.
Already using QuickBooks but not getting the results you need? Our consulting services help you optimize your QuickBooks system, improve workflows, and implement best practices.
We'll analyze your current setup, identify areas for improvement, and provide actionable recommendations to enhance efficiency and accuracy.
No ambiguity about what you are paying for. These are the artifacts, and when each one arrives.
Only the first step needs anything from you.
We get read-only access, review the file and come back with a written list of what is wrong and what it would take to fix. No obligation, and the findings are yours either way.
A single project fee for the agreed scope, set before work starts. If we find something substantial that was not visible in the diagnostic, we come back to you rather than adding to the invoice.
Corrections are made in order of impact, each one documented as we go. You get the repaired file, the change log and a session walking your team through what changed and why.
If that is you, say so on the call. We would rather point you somewhere better than take on work we are not the right firm for.
The honest trade-offs. Plenty of businesses are better off with one of the other two.
| With Feather | Doing it yourself | Hiring in-house | |
|---|---|---|---|
| Starting point | A written diagnostic before any work | Trial and error inside a live file | They start fixing and hope |
| How it is priced | One fixed project fee | Your time, open-ended | Hourly, uncapped |
| Historical comparisons | Preserved by remapping history | Broken by deleting accounts | Often broken the same way |
| Record of what changed | A full documented change log | None | Rarely produced |
| Staying fixed | Process notes plus training | Drifts again within a year | Ends when the engagement ends |
Whichever service you pick, the same bookkeeper handles your account every month — someone who understands how your business actually runs and can spot the things a rotating team never would.
Anything we have not covered, ask on the call — it is free and there is no follow-up sequence.
We take a full backup before any changes, work in order of impact and document each correction as we make it. If a change turns out to be wrong, the change log tells us exactly what to reverse. Nothing structural happens without your agreement first.
Most clients combine two or three. The flat rate covers whatever you pick.
Tell us where things stand and we'll show you exactly what quickbooks consulting would look like for your business — with a flat rate and a start date in 20 minutes.