QuickBooks Consulting

Sundance Business Solutions provides expert QuickBooks consulting with extensive experience across all versions and a wide range of industries.

Core Setup & Implementation

New-company file creation and chart-of-accounts design
Version selection (QuickBooks Online, Pro/Premier, Enterprise, Accountant)
Initial data migration or conversion from other systems
Custom user roles, permissions, and multi-entity configuration

Cleanup & Optimization

Diagnostic review and health check of existing files
Transaction reclassification and error correction
Balance-sheet & P&L reconciliation (banks, credit cards, loans, inventory)

Training & Workflow Coaching

Beginner, intermediate, and advanced QuickBooks training (1-on-1 or group)
Role-based workflows for AP, AR, inventory, job costing, and payroll
Ongoing mentoring via remote screen-share or onsite sessions

Reporting & Analytics

Custom financial and management reports (classes, locations, jobs)
KPI dashboards and visual analytics (cash-flow, profitability)
Budgeting, forecasting, and scenario modeling
Month-end / quarter-end closing checklists and support

Payroll & HR Support

Payroll setup (tax tables, deductions, retirement plans, time-tracking)
Direct-deposit configuration
Year-end W-2/1099 processing and compliance review
Integration with third-party HR or time-capture apps

App Integration & Automation

Selection and connection of industry-specific add-ons (e-commerce, POS, field-service, construction)
Custom API or Zapier workflows to eliminate duplicate entry
Bank feeds, merchant services, and bill-pay automations
Data-sync monitoring and troubleshooting

File Migration & Upgrade Services

Desktop-to-Online or Online-to-Desktop moves
Enterprise edition upgrades or multi-currency enablement
Cross-platform data validation and post-migration cleanup

Fractional Controller/CFO Services

Cash-flow management and strategic planning
Job costing and margin optimization consulting
Liaison with CPAs for tax strategy and year-end close

Absolutely Recommend

Amy is incredible. She’s thorough, responsive and accurate and keeps my business going by taking care of all the bookkeeping end of things that I just don’t have time to do by myself. She got my books organized quickly, has followed up with payroll, and is a great resource for HR. Oh, and can get you discounts on Quickbooks. She is the reason I now can sleep at night. Absolutely recommend.

-Jennie U.

520-490-1244

Amy@sundancebsco.com

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