Capital Advisors · QuickBooks ProAdvisor
Our team includes Certified QuickBooks ProAdvisors, working primarily in QuickBooks Online and Desktop, with Intuit Enterprise Suite support when you need it. Bookkeeping, cleanup, setup, and migration — done by a senior bookkeeper with CPA review, not a rotating cast.
Whether you are running QuickBooks today and need it cleaned up, or you are moving onto QuickBooks for the first time, we can help. With Certified QuickBooks ProAdvisors on the team, we know where QuickBooks breaks, how to fix it, and how to set it up so it keeps working as you grow.
Every engagement is a flat monthly fee set in week one — no hourly billing surprises. Cleanup work is quoted separately as a one-time fee.
Get more out of QuickBooks — request a free consultation today.
A clean close every month, done in QuickBooks by Certified QuickBooks ProAdvisors.
Monthly reconciliations, transaction coding, AP/AR, payroll integration, and a real month-end close — all inside the QuickBooks file you already use.
Best for: Businesses that want ongoing books kept clean by certified QuickBooks ProAdvisors.
Explore bookkeeping for QuickBooks →Behind or a mess? We bring the file back to audit-ready.
We untangle misclassified accounts, fix broken reconciliations, rebuild the chart of accounts, and catch up months of backlog — then hand you a file you can trust.
Best for: Books that are behind, disorganized, or no longer reconcile.
Explore cleanup for QuickBooks →A new QuickBooks file, configured right the first time.
New-file setup, chart of accounts design, and clean data migration from spreadsheets or another system into QuickBooks Online, Desktop, or IES — with balances reconciled from day one.
Best for: New QuickBooks users, or businesses migrating from another platform.
Explore setup & migration for QuickBooks →Corrupt, slow, or won’t open? We fix the file itself.
Repair damaged QuickBooks files, rebuild bad data, and condense oversized files — the technical health of the file, not just the accounting inside it.
Best for: Files that are corrupt, running slow, throwing errors, or out of balance.
Explore file repair for QuickBooks →When clean QuickBooks data needs to drive decisions.
Once your QuickBooks file is reliable, our fractional CFO service turns it into forecasting, margin visibility, and the numbers behind real decisions.
Best for: Growing companies that have outgrown "just bookkeeping."
Explore fractional CFO →The way QuickBooks should be set up depends on how your business makes money. Here’s how we tailor it.
Members of our team hold Certified QuickBooks ProAdvisor status, including advanced QuickBooks certification. We work primarily in QuickBooks Online and QuickBooks Desktop, and support Intuit Enterprise Suite for businesses that need it.
Every engagement is handled by a senior bookkeeper with CPA review — the same person each month, not a rotating cast.
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A 20-minute call. We look at your current QuickBooks file, your systems, and what you actually need. No pitch, no obligation.
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We fix or build the QuickBooks file — reconciled, reclassified, and configured — and give you a flat monthly fee. Cleanup is a one-time quote.
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A clean monthly close in QuickBooks, real-time visibility, and a senior point of contact you can actually reach. Same person every month.
Whether you need ongoing bookkeeping, a cleanup, or a fresh QuickBooks setup, our Certified QuickBooks ProAdvisors can help. A 20-minute call sorts out what you actually need.
Does Capital Advisors have Certified QuickBooks ProAdvisors on the team?
Yes. Members of our team hold Certified QuickBooks ProAdvisor status, including advanced QuickBooks certification, and work across QuickBooks Online, QuickBooks Desktop, and Intuit Enterprise Suite. You can verify our profile in the QuickBooks ProAdvisor directory.
What services do you provide for QuickBooks users?
Bookkeeping and monthly close, cleanup and catch-up work, new-file setup and configuration, and data migration between systems. Each is delivered by a senior bookkeeper with CPA review.
Which version of QuickBooks do you support?
QuickBooks Online, QuickBooks Desktop, and Intuit Enterprise Suite (IES). We also migrate data between versions and from other systems into QuickBooks.
Do you work with businesses outside your listed metros?
Yes. We serve clients nationally. Our metro pages reflect where we have local phone presence, but QuickBooks ProAdvisor work is delivered remotely across the U.S.
Verified 5-star reviews from our QuickBooks ProAdvisor profile.
“They untangled a lot of old messes in our data, cleaned up how everything was set up, and made the whole close process way less painful than it used to be. The biggest win for us is that our numbers actually make sense now — we can see what’s going on with cash, the reports are easier to read, and a lot of the little manual stuff we used to deal with just isn’t an issue anymore. They’re easy to communicate with, quick to respond, and they tend to spot problems before we even realize something’s off.”
CoreOps101 Verified QuickBooks ProAdvisor review
“We’ve been running a small e-commerce store for a few years now, and working with Heather has honestly been a huge relief. She keeps our numbers clean and always catches issues before they turn into bigger problems. Her attention to detail has saved us more than once.”
FrancisandRue Verified QuickBooks ProAdvisor review