Personalized Online QuickBooks Setup Services

The words “joyful” and “managing finances” don’t often go hand-in-hand, but what if they could?

I know, it seems unlikely from where you’re standing right now, but bear with me.

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Kerry Smithies, A QuickBooks ProAdvisor Photo

I know how frustrating it is when you’ve been working hard but still aren’t seeing the results you need to drive your business forward.

I see you over there with your piles of receipts and spreadsheets, none of which offer any information on how to manage your business' finances.

When my clients come to me, they've often been staring at Quickbooks for quite some time hoping they'll some how find the time to learn how to actually use it.

There’s zero shame in not understanding how to set up and manage your Quickbooks accounting system. We can’t be good at everything and let’s face it, there are only so many hours in a day.
Graphic of person stressed by accounting and bookkeeping tasks

You have your hands full...

Not only running and operating your business, but having a life outside of work (rumor has it that's a thing). Trying to figure this out on your own is only going to keep you stuck and feeling like you don’t have enough time for anything.

The good news is, you’ve found your way here! With my help, you'll soon have a complete Quickbooks Online setup and be one step closer to exponential business growth! Not to mention, being able to breathe a little easier.

I use my financial expertise to help business owners and entrepreneurs understand and manage the financial side of their business using Quickbooks Online.

Based on my years of experience working with small businesses, start ups, and entrepreneurs I’ve been able to decipher what they need, what works, and what if the best tools are to automate as much as possible. That way, you have the information you need when you need it without spending hours digging your way through spreadsheets and piles of paper.

Together we will go over everything you need to know to ensure your system works, you have all the reports you need, and it all makes complete sense to you.

Working with me means you can finally breathe a sigh of relief. With a comprehensive Quickbooks setup, you’ll finally have proven systems to give you accurate and up to date information on the results of your business.

If you...

  • Are ready to get started with Quickbooks Online but don’t know where to begin
  • Don’t understand your financial reports
  • Need to pay bills but don’t always know where the money is going to come from
  • Find your numbers not adding up
  • Don’t understand accounting
  • Don’t know why there’s no money in the bank when you’ve been working so hard
  • Know you don’t have the time or bandwidth to do it all yourself
...Then it's time for us to chat.
Do you struggle with QuickBooks problems graphic
"Kerry came to our office and killed the demon with one blow. There were times when the computer was nearly thrown out the window. Kerry sat me down and guided me through all the good stuff on QuickBooks. All with good humour, understanding and empathy. I can now use QuickBooks to my satisfaction. Call Kerry if you need the Demon QuickBooks slain. She is kind, wonderful attitude, a lot of fun. So glad I called her."

Margaret

How Does This Work?

  1. We’ll start with an introductory call where I’ll get all the preliminary information I need from you.
  2. I’ll set everything up for you
  3. We’ll have a follow up call so we can go over the system and connect your bank and credit card to start compiling (categorizing) information
  4. Follow up calls and support for three months – I’ll hold your hand all the way.
You’ll walk away with the complete set up of your automated accounting system, training to understand it all and the know-how to read your reports so you can make the best financial decisions for your business.
Graphic of teaching accounting principles

Some decisions I’m able to help you make:

  • Managing cash flow
  • Looking at pricing of goods or services
  • Understanding overhead / admin costs
  • Making hiring (and firing) decisions
  • Negotiating a better price for products or services you purchase
  • Knowing when it’s time to grow your facilities

Having all of this in order means you can make better business decisions with accurate and timely financial information.

It’s my goal to take the overwhelm out of getting your accounting systems up and running and, believe it or not, have some fun along the way.

Working with me means you’re going to have the most effective and efficient way to achieve your goals by using the latest cloud technology.
It means you’re finally going to be able to plan activities/objectives for your business, because you’ll know what the numbers look like and what you need to do to make it happen.

Nothing changes if nothing changes...

It’s time to stop wishing you kept up with your bookkeeping, and get empowered to make it happen.

If you’re ready to see how working with me can transform your business, click the button below to book a complimentary discovery call.
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"I was feeling lost and frustrated...

...with little bookkeeping know-how when I first reached out to Kerry for help and advice. She immediately brought an energy that was motivating and reassuring. Her approach is practical and encourages learning. She can dive right into situations to troubleshoot and offers clarity in understanding processes to bring efficiencies to your practice. Kerry Smithies is an exceptional accounting professional, very knowledgeable, responsive and very personable. I am more confident in my work now and I intend to continue to work with Kerry for my business needs. Highly recommended."
Claudia

Testimonials

“Kerry has quickly become our go-to whenever we are wondering how to best deal with a bookkeeping issue in QBO. She is a pleasure to work with and incredibly efficient. We know we can trust her advice because of her account background. We have yet to stump her on anything!"
Amanda Stevens
"Kerry was Very helpful and efficient. I had specific tasks, questions and problems and she plowed through them and solved all my issues."

Kevin Beesley, CPA
"Kerry is very knowledgeable and provides great advice on running your businesses' accounts through Quickbooks. She was prompt in responding to my emails and request. She has and continues to assist me with my accounting needs. She is very tech savvy which makes communication a breeze. If you're looking for help, look no further. I highly recommend her."

Scent Tech Aromatics
Michael Letterlough
“If you are using QuickBooks Online, you need to have Kerry's contact information at the ready. She is such a terrific resource!! Expert level help!! I filed my PST return and forgot to include the commission, Kerry unlocked it and showed me step-by-step how to enter it in correctly. I highly recommend her services!!”
Trixie Becker
"Kerry worked with me to set up a new business chart of accounts, provided guidance on nuanced expense categories, offered considerations for business expansion plans and she even created custom reports! I'm now able to manage in quickbooks with confidence, have competent support for follow up questions and guidance as my business grows. I recommend Kerry to anyone looking for a knowledgeable, efficient and effective accountant, she is funny and charming too."

Douglass Bridges
Holly
"Kerry helps me on an ongoing basis with general bookkeeping cleanup and reconciliation in Quickbooks. I had a lot of trepidation about using it at all as I had NO accounting experience until my current job (which is not in accounting, just part of a very small business) and I find it incredibly reassuring to talk through the process with her and troubleshoot issues."

The Financial Diet
Annie Atherton
"Kerry has helped us with Quickbooks setup. training, account reconciliations and may other related things. She is very thoughtful and a great mentor. She always keeps my learning pace in her mind before telling me a solution or a different/easier way to handle things. I was very new to Quickbooks but with her help, I have gained confidence in handling it on my own and she still helps me with issues whenever required."

Canacon Construction
Srishty Tejpaul
"Kerry is just fantastic, easy to work with; she is concise and to the point. My very first experience has been great. Very happy that I found a highly qualified business-oriented professional with the QuickBooks credentials and experience that I needed support on. The business model is also very cost-effective for small business owners with a budget. I highly recommend Kerry."

Houston CPA Pro
Jorge A. Calderon, CPA

What are you waiting for?

Book a discovery call now!