Why Choose TaxPro Advisory Group for QuickBooks Support?

We don’t just know the software — we understand the story behind the numbers. With deep experience in accounting, tax, and operations, we set up your QuickBooks environment so it mirrors how your business actually runs and supports better decision-making.

‍Expert Oversight: Dedicated QuickBooks specialists handle reconciliations, coding reviews and monthly closes.
Training & Empowerment: Training sessions help your team categorize correctly, manage bank feeds and avoid common mistakes.
Strategic Insight: CFO‑level advisory offers cash‑flow analysis, expense and profit‑margin optimization, budgeting, forecasting and tax positioning recommendations.
Audit‑Ready Books: With digitized receipts and reconciliation logs, your records are ready for IRS, lenders or investors.

QuickBooks Setup & Cleanup

Initial setup or deep cleanup of your QuickBooks file, including chart of accounts, opening balances, and automation rules.

Monthly Bookkeeping Support

Ongoing reconciliations, classifications, and reviews to keep your QuickBooks data accurate.

Dashboard & Reporting

Custom reports and dashboards that highlight cash flow, profitability, and KPIs that matter to you.

Training & Best Practices

1:1 or small-group training sessions to teach your team how to use QuickBooks correctly and confidently.

Book a Consultation

Ongoing Monthly QuickBooks Support
No more DIY bookkeeping or late-night number fixing. You get continuous oversight
and guidance.
Support includes:
- Dedicated QuickBooks oversight
- Monthly bank and credit card reconciliations
- Monthly financial statement preparation (P&L, Balance Sheet, Cash Flow)
- Review of coding accuracy
- Adjusting journal entries
- Monthly closing process
- QuickBooks troubleshooting
- Real-time advisory on transactions, workflows, and improvements
You stay accurate, compliant, and audit-ready every month.
Starting at
$250
Full QuickBooks Cleanup & File Repair
You get your books fixed, organized, and aligned with accounting standards—no
guessing, no patchwork, no “mystery transactions.”
Includes:
- Full diagnostic review of the ﬁle (Chart of Accounts, bank feeds, payroll setup, rules, classes, items)
- Cleanup of incorrect categorizations
- Removal of duplicate entries & ghost transactions
- Bank account, credit card, and loan reconciliation
- Fixing negative balances, uncleared transactions, and unreconciled accounts
- Vendor and customer ledger cleanup
- Accounts receivable & payable corrections
- Proper classifications of officer payroll, distributions, retained earnings, and shareholder loans
The goal: deliver a clean, accurate CPA-ready file.
Starting at
$250
Historical Cleanup & Audit-Ready Recordkeeping
When your books are behind—or when you need airtight documentation for lenders, investors, or the IRS—this service brings your financials fully up to date and prepares them to withstand scrutiny.
We rebuild your books from the ground up and organize every supporting record so your financials are accurate, complete, and easy to produce on demand.
‍
Includes:
- Reconstruction of income and expense activity
- Rebuilding reconciliations for all accounts
- Correcting incorrect or outdated prior-year balances
- Organizing documents and matching records to transactions
- Digitizing receipts and supporting documentation
- Audit-ready reconciliation logs and clean transaction history
- Proper documentation for officer compensation and shareholder distributions
- Tracking inventory, prepaid expenses, and fixed assets (if applicable)
- Ensuring prior-year tax readiness
No matter how messy or outdated the books are, we clean, document, and bring everything current—leaving you with a fully accurate, audit-ready financial picture.
Starting at
$250
System Setup & Optimization
If your QuickBooks was never set up correctly (and most aren’t), this fixes that.
Setup includes:
- Correct chart of accounts setup tailored to your industry
- Bank feed setup and rules automation
- Payroll mapping to the correct accounts
- Class & location tracking setup
- Integration support (Square, Stripe, Gusto, Shopify, etc.)
- Custom reports and dashboards
- AP/AR workflow optimization
- Industry-specific templates (APD Group Homes, trucking, consulting, real estate, etc.)
This creates a clean, streamlined bookkeeping system that actually works.
Starting at
$250
QuickBooks Training & Guidance for You and Your Team
Perfect for owners who want transparency, sta who need structure, or teams who
need training.
Training covers:
- How to categorize income and expenses correctly
- How to manage bank feeds without creating errors
- How to use rules effectively
- How to run reports that actually mean something
- AP/AR workflows
- Payroll mapping and ledger accuracy
- How to avoid the most common QuickBooks mistakes
- Quarterly check-ins to ensure continued accuracy
It empowers your staff and reduces costly errors.
Starting at
$250
CFO-Level Advisory & Financial Interpretation
You don’t just get clean data—you get strategic insight.
Advisory includes:
- Monthly performance review
- Cash flow analysis
- Expense optimization
- Profit margin analysis
- Budgeting and forecasting
- Tax positioning recommendations
- S-Corp compliance review
- Owner distribution planning
What This Service Eliminates:
- Dirty books
- Duplicate transactions
- Incorrect categories
- Unreconciled accounts
- Overstated income
- Understated expenses
- IRS red flags
- CPA frustrations
- Year-end chaos
You get financial clarity and direction--not just bookkeeping.
Starting at
$250

Book a Consultation

Get QuickBooks Support

Get personalized advice from our experienced team.

Book a Consultation

52K+

Satisfied clients

2M+

Tax returns filed

Darrick Fullwood

Business Owner

"My wife and I had been searching for months for the right accountant to work with for our business and personal and after consulting with Tax Pro of Tampa for 15 minutes we learned so much! We were very impressed with the professionalism, knowledge, academia and sincere concern for our business, Tax Pro has won us over."

Stacy Cole

Freelancer

"Michelle is very knowledgeable and patient, she broke down everything I need to do to ensure I submit the correct documentation and how to set up my business and have it function properly as a business."

Eli Kravette

Entrepreneur

"I’ve used Tax Pro of Tampa for several years and find them to be responsive, knowledgeable and helpful. I highly recommend them especially for international taxes which can be complicated."

Allison Fowler

Counselor

"I love working with Tax Pro! I’ve used them several years now and they’ve always been great. I appreciate they always work hard to get my taxes done. And they’re patient with me as I usually have lots of questions. Thankful I found them."

QuickBooks Training & Accounting Support

Why Choose TaxPro Advisory Group for QuickBooks Support?

Expert QuickBooks Support & Guidance

QuickBooks Setup & Cleanup

Monthly Bookkeeping Support

Dashboard & Reporting

Training & Best Practices

Simple Plans. Expert Payroll Solutions.

Get QuickBooks Support

What our clients say

Your QuickBooks Questions, Answered Simply