Setup, migration and cleanup with a chart of accounts built for job costing, the right integrations, and receipt capture so QuickBooks finally gives you numbers you can use.
No obligation · No lock‑in contracts · Ottawa‑based
"We bought QuickBooks two years ago. I’m not convinced a single report in it is right."
Plenty of Ottawa contractors already own QuickBooks. Far fewer have it set up so the reports mean anything. The default chart of accounts wasn’t built for a construction or real estate business, so job costing doesn’t work, half the transactions are miscategorized, and the bank feed has been quietly guessing for months.
This is a systems problem, and it’s fixable. Because we work only in construction and real estate, we set the file up properly for a project business, migrate you cleanly if you’re switching, untangle an existing mess if there is one, and connect the apps that make it run with less manual work.
We’ve set up QuickBooks around real project businesses so the chart of accounts maps to how you bid and bill, not to a generic retail template. More about us →
Whether you’re starting fresh, switching software, or rescuing a file that’s drifted we make QuickBooks usable and keep it that way.
If you've opened your QuickBooks lately and quietly closed it again, it's probably one of these. We see them constantly:
Starting fresh? We configure it correctly the first time. Switching from Desktop or another system? We migrate your data so the history comes across intact. Sitting on a file that no longer adds up? We review it, rebuild the chart of accounts, fix the miscategorized transactions and reconcile it before taking over the heavier rescues run through our catch‑up & cleanup service.
The whole reason job costing fails in most contractor QuickBooks files is the chart of accounts. The default setup was built for retail. We restructure it around projects, cost types and the way you actually bid and bill. That structural work is what makes all the reports useful.
These are the situations we see most often:
Most businesses combine this with one or two of the following:
Your books stay in your own QuickBooks Online account on bank-level encrypted software. We work in it; we don't hold it hostage. You get a single named point of contact, a signed engagement letter, and an NDA on request. Cancel anytime; your file is always yours.
We get read access to your QuickBooks file and spend 30 minutes actually looking at it. Chart of accounts, reconciliation status, bank feeds, HST setup, job costing. We tell you straight what is broken and what it will take to fix. No guessing, no pressure.
Duplicate bank feed entries, uncategorized transactions, mixed personal and business spend, broken chart of accounts, HST codes set up wrong, no job costing at all we map every problem and give you a flat quote before any work starts.
Chart of accounts restructured for construction or real estate. Uncategorized backlog cleared. Bank feeds reconciled. Receipt capture connected and working. Job costing turned on and configured. HST fixed. The file becomes something you can rely on.
Optional monthly service: books closed by the 10th, reconciled and reliable every month. The file never drifts back into a mess because someone is managing it consistently.
Primarily QuickBooks Online it’s cloud‑based so we work in your books in real time. If you’re on Desktop, we’ll migrate you to QBO cleanly.
Yes. We review it, correct the chart of accounts and miscategorized transactions, and reconcile it back to accurate. Larger jobs run through our cleanup service.
Almost always because the chart of accounts wasn’t built for it. We restructure it around projects and cost types so per‑job reporting actually works.
Setup and migration are scoped after a quick file review; ongoing management is a flat monthly fee. You’ll get an exact quote on your free review.
Book a free bookkeeping review. We’ll look at your QuickBooks file and tell you straight what’s working, what isn’t, and what it would take to trust your numbers again.
No obligation · No lock‑in contracts · Ottawa‑based specialists