Make QuickBooks work for you — not the other way around.

QuickBooks

QuickBooks can be a powerful tool when it’s set up correctly and used with confidence. At Jeaniek Tax and Accounting, we help individuals and small business owners get the most out of their QuickBooks experience with personalized setup, training, and ongoing support that meets you where you are.

Whether you’re brand new to the platform or struggling to make sense of your reports, Jeanie offers guidance that goes beyond the generic tutorials. She’ll help you choose the right version, create a clean chart of accounts, and ensure your records are accurate from day one. Already using QuickBooks but not sure if you're doing it right? We can review your files, fix common issues, and streamline your workflow for smoother reporting and easier tax prep.

Our QuickBooks services include:

  • Initial setup and file clean-up

  • Customized chart of accounts

  • Training on daily use and features

  • Monthly or quarterly reviews for accuracy

  • Integration with bookkeeping and payroll services

Clients appreciate Jeanie’s practical, real-life explanations and her ability to turn “tech headaches” into easy wins. With experience supporting a wide range of small businesses, she ensures that QuickBooks becomes a helpful tool, not a source of stress.

Let’s get you up and running.
If you're ready to simplify your finances with QuickBooks — or finally learn how to use it with confidence — contact us today. Jeanie is here to help you take control of your books with calm, expert support every step of the way.

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