QuickBooks Setup and Review Near You in Phillipsburg, NJ & Easton, PA
Gould, Blake & Company CPAs sets up, cleans up and reviews QuickBooks files for businesses near you in Phillipsburg, NJ and Easton, PA. Your books end up organized the way your tax return and your lender need them.
2,000+ Clients Served
Businesses and individuals alike trust us with their tax and accounting needs.
30+ Years of Experience
More than three decades of comprehensive tax and accounting solutions for individuals and businesses.
PA & NJ Focused
We serve clients throughout Pennsylvania and New Jersey, in person and remotely.
QuickBooks setup
A good setup saves time every month and makes year-end easier. For a new business, or one moving off spreadsheets, we set up QuickBooks Online with:
- A chart of accounts that lines up with your tax return
- Bank and credit card feeds, with rules for the transactions you see every month
- Sales tax settings, if you collect sales tax
- Opening balances that match your bank statements and last year's return
QuickBooks cleanup services
If your books have fallen behind or stopped making sense, we clean them up before tax time or before your bank sees them. Common fixes:
- Bank and credit card accounts that don't reconcile
- Duplicate and miscategorized transactions
- Personal expenses mixed in with business ones
- Old checks and deposits that never cleared
- Loan, payroll and sales tax balances that don't match the statements
Clean books are the starting point for financial statements and compilations.
QuickBooks reviews
If you or your bookkeeper keep the books, we review them during the year and make adjusting entries when needed, so your financial statements and tax return start from the right numbers.
A review of your books is part of our Business Advisory plan, and QuickBooks advice is part of Fractional CFO Advisory.
Frequently Asked Questions
For most small businesses, QuickBooks Online. Intuit stopped selling new QuickBooks Desktop Pro Plus, Premier Plus and Mac Plus subscriptions in 2024, so Enterprise is the only Desktop version a new business can buy. If you already use Desktop, you can keep renewing it.
In QuickBooks Online, invite us as your accountant from the Manage users page. Accountant users don't count toward your plan's user limit. For QuickBooks Desktop, send us an Accountant's Copy or a backup file.
No. We set up, clean up and review QuickBooks files, but we don't do day-to-day bookkeeping. You or your bookkeeper keep the books.
Have more questions? Contact us
Request a Consultation
Ready to discuss your tax or accounting needs? Fill out the form and we'll be in touch to schedule a conversation.
Office Location
600 Avenue A, Phillipsburg, NJ 08865
Phone
908-859-6530Office Hours
Monday–Friday, 8:30 AM – 4:30 PM
After-hours appointments available