Where we stop and your bookkeeper starts
We handle the technical layer: install, versions, multi-user, the file, backups, performance, and connecting it to your other systems. Chart of accounts, categorization, reconciliation and tax treatment belong to your bookkeeper or CPA.
When we find something that looks like an accounting problem, we tell you and hand it to them. Guessing at that costs you more than the setup did.
The two problems we see most
The company file lives on somebody's desktop, has never been backed up in a way anyone tested, and would take the business with it if that machine died. Fixing that is usually a same-day job.
And the same data gets typed twice, out of the point of sale or the job system and into QuickBooks by hand. That is often connectable, and it is where the hours actually go.
What we actually do
Install and migration
New installs, version upgrades, and moving a company file to a new machine without losing history.
Multi-user done right
Hosting configured so several people can work without the file locking or corrupting.
Backups that are tested
Automatic, off the machine, and verified by actually restoring a copy.
Performance
Files that have grown slow over years, usually fixable without starting over.
Integrations
Point of sale, job and payment systems feeding QuickBooks instead of somebody retyping every invoice.
Desktop or Online
Straight advice on which fits you, including when staying on Desktop is the right call.
Frequently asked
Do you do bookkeeping?
No. We handle the technical side and work alongside whoever does your books. If you do not have anyone, we can point you at local bookkeepers, but we will not do the accounting ourselves.
Should I move to QuickBooks Online?
Depends. Online is easier to reach from anywhere and back up. Desktop is faster on large files and some industry features only exist there. We will give you a straight recommendation for your situation rather than push the subscription.
My file is huge and slow. Do I have to start over?
Usually not. Slowness is often the file needing maintenance, or the hosting setup, or the machine. Starting a new file loses history and is a last resort.
Can several people use it at once?
Yes, with the right licensing and hosting configuration. Done wrong it locks users out and can corrupt the file, which is the situation we get called into most often.
Is my company file backed up right now?
If nobody has restored from it recently, treat the answer as no. That is the single most common gap we find and it is the one that can end a business.
Serving the Coastal Bend
Alice, Corpus Christi, Kingsville, Beeville, Robstown, Sinton, Mathis, Orange Grove, Premont, Falfurrias, George West, Three Rivers, and the towns between them. On-site where it matters, remote where it does not.