Lighthouse Bookkeeping
QuickBooks Online Bookkeeping With Personal Support
Make QuickBooks Online a more useful part of your business. Get organized records and personal bookkeeping support in the system you already use.
Make QuickBooks Online a more useful part of your business. Get organized records and personal bookkeeping support in the system you already use.
QuickBooks Online is the platform we use to organize records and prepare reports. The useful part is the process behind it: a suitable account structure, supporting documents, reconciliation, and regular review.
Intuit supports inviting an accountant or accounting firm to your QuickBooks Online company. We arrange the access needed for the engagement so you do not have to share your personal sign-in.
A service business may need visibility into invoices and operating expenses. A nonprofit may need a structure for programs and funding sources. We review those needs before deciding how the books should be organized.
We can discuss ongoing bookkeeping or the work needed to address historical problems. Setup, migration, or training requirements are reviewed as part of a specific engagement rather than assumed to be included.
Reporting and tracking options vary by QuickBooks Online subscription. We discuss the features needed for your agreed workflow and clarify any subscription arrangements.
Remote support works within your QuickBooks Online company. You can continue to view your records and reports, while Lighthouse handles your bookkeeping.
QuickBooks Online is only as useful as the structure and habits behind it. A few basics make the difference between a file you trust and one you work around.
Categories should reflect how your business earns and spends money, not a generic template.
We review how your bank and credit card accounts are connected and whether transactions are arriving as expected.
You decide who can see and change what. We discuss the access we need and keep it matched to the work.
Because the records live online, you and your team can view reports whenever you need them.
The service described here is focused on QuickBooks Online.
We can review the structure and discuss cleanup. The scope depends on the condition of the records and what needs to change.
Connected tools can help gather transactions, but categories, balances, documents, and reports still need review.
We work in QuickBooks Online. The subscription and its features affect what can be tracked, so we confirm this with you before starting.
Often yes. We review the existing books first and discuss whether to continue in the current file or set up fresh.
You do. We discuss the level of access we need and keep it matched to the agreed work.
Cleanup can come first. Prior periods are reviewed and quoted separately before moving to an ongoing routine.
Start with a free conversation about your records, reporting needs, and the support that fits.