QuickBooks Online and Sage 50 help

Setup, cleanup and plain answers about the software you already pay for.

What I can help with

• New QuickBooks Online files set up with a chart of accounts that fits your business
• Bank feeds and bank rules set up so coding is faster and more accurate
• Hubdoc connected for receipts and Plooto for paying bills
• Existing files cleaned up: reconciliations fixed, duplicates removed, accounts tidied
• Reports explained in plain words, so you know what the numbers are telling you

Sage 50

Plenty of established Ottawa businesses still run Sage 50, and I work in it regularly. If you're happy with Sage, there's no need to switch.

Law firm software

For law firms, I work in Clio and CosmoLex, including trust account reconciliations.