QUICKBOOKS CONSULTING

Advanced QuickBooks consulting to scale your operations

Grow your business with class tracking, job costing, inventory management, and multi-entity workflows designed and configured by senior accounting advisors.

Senior Certified ProAdvisor advisory sessions
Job costing, class tracking & project profitability
Custom management dashboards and KPI visibility
STARTING AT
$399 / mo

Advanced accounting architecture and strategy

  • Dedicated Senior ProAdvisor consultant
  • Class & location tracking architecture
  • Job costing and gross margin analysis
  • Monthly 1-on-1 financial review calls
See full pricing
★★★★★ 4.9/5 from 400+ US businesses
SOUND FAMILIAR?

Your business is expanding, but your books can’t answer key questions.

When you are generating revenue across multiple locations, client projects, or business divisions, standard bookkeeping isn’t enough. You need to know exactly which services generate profit and which bleed cash.

Unable to see which projects, clients, or product lines are genuinely profitable
Relying on clunky, error-prone spreadsheets because QuickBooks isn’t configured for your workflow
Inventory discrepancies and phantom costs eating into operating cash reserves
Need fractional CFO-level financial insights without paying a $200k/year executive salary
WHAT WE DO

High-level financial architecture for ambitious companies

01

Class, Location & Departmental Tracking

Configure multi-dimensional reporting so you can view separate P&Ls for each store, service line, or branch location at will.

02

Job Costing & Project Profitability

Track labor, materials, subcontractor costs, and overhead directly against individual customer projects to safeguard gross profit margins.

03

Inventory & Cost of Goods Sold Setup

Establish accurate FIFO/average costing methods, inventory reorder points, and automated write-down workflows that reflect reality.

04

Multi-Entity & Intercompany Workflows

Properly account for multiple LLCs, intercompany transfers, owner equity allocations, and consolidated management reporting.

05

Cash Flow Forecasting & Budgeting

Build reliable 13-week cash flow projections and annual operating budgets so you can make informed hiring and capital expenditure decisions.

06

1-on-1 Monthly Advisory Sessions

Review your numbers each month with a senior accounting consultant who translates complex financial reports into clear growth actions.

WHAT YOU RECEIVE

Executive-level intelligence to steer your business forward

You get actionable management reports, project margin breakdowns, and personalized strategic consultations that empower confident decision-making.

Monthly Deliverable Package Guaranteed by the 10th
Department & Location Profitability Statements
P&L breakdowns showing margin contributions per division
Monthly
Job Costing & Project Margin Analysis
Audit of labor and direct expenses vs billable revenue per project
Monthly
13-Week Rolling Cash Flow Projection
Predictive forecast of upcoming cash inflows, payroll, and liabilities
Monthly
Executive Advisory Call & Action Memo
60-minute strategy review with your senior QuickBooks consultant
Monthly
Annual Budget vs Actual Variance Report
Comparison of planned operational spend against actual execution
Quarterly
HOW IT RUNS

Up and running in less than 48 hours

Simple, hassle-free onboarding designed for busy entrepreneurs.

01

Deep Workflow Assessment

We examine your business model, current reporting gaps, and software setup to diagnose inefficiencies.

02

Architect Advanced Workflows

We implement class tracking, job costing, customized reporting tags, and app workflows.

03

Strategic Ongoing Advisory

Meet with your dedicated consultant monthly to review metrics, protect margins, and scale profitably.

THE TRADE-OFFS

Weighing it up: QuickPro Consulting vs Fractional CFO

See why hundreds of businesses choose QuickPro over DIY or in-house staffing.

Factor With QuickPro PRO Doing It Yourself Hiring In-House
Strategic Financial Guidance Senior Certified ProAdvisor insight Guesswork & instinct Fractional CFO ($3k-$7k/mo)
Software Implementation Direct hands-on configuration Struggling with advanced settings Often high-level advice only
Job Costing & Margins Automated project tracking Messy manual spreadsheets Costly custom models
Cost & Commitment Predictable month-to-month flat fee Free (but lost revenue) Long contracts & high retainers
Speed of Execution Immediate implementation Months of procrastination Lengthy onboarding
COMMON QUESTIONS

Frequently Asked Questions

Have questions about this service? Here is what owners typically ask before signing up.

Bookkeeping records historical transactions and balances accounts. Consulting looks forward: we configure advanced tracking (classes, jobs, inventory), design management reports, and advise on cash flow and profitability.

Yes! Job costing is one of our specialties. We ensure labor, materials, and subcontractor bills tie directly to customer invoices so you never underbid again.

Yes. We configure intercompany clearing accounts and consolidated reporting so you can view individual entities or the entire enterprise at once.

Our consulting packages include dedicated monthly or bi-weekly strategic video conferences with your assigned senior consultant.

Absolutely. We frequently act as the senior advisory and review layer, mentoring your in-house staff while ensuring the highest accounting standards.

Free consultation

Let's get your books current

Tell us where your books stand today. In 20 minutes you will have a flat rate, a start date and a plan — whether or not you hire us.

New business owner? Ask about our first-year startup rate.