Get More Out of QuickBooks — With Danielle Williams, a Certified QuickBooks ProAdvisor.
Whether you need a fresh setup, a cleanup, or help making sense of your current QuickBooks Online file, I can help you get it working the way your business needs it to.
WHAT I CAN DO FOR YOU
QuickBooks Online, Set Up to Work for Your Business
QuickBooks Online can be a powerful tool for a small business, but only when the setup, workflow, and information you enter make sense.
Whether you're starting from scratch, moving from another accounting system, or already using QuickBooks but unsure whether everything is set up correctly, I can help.
As a certified QuickBooks ProAdvisor with multiple QuickBooks certifications, I combine platform knowledge with hands-on bookkeeping experience to help make QuickBooks useful, not just functional. The goal is a system that fits your business, produces reliable information, and is easier for you to understand and maintain.
Setup & Customization
Starting fresh with QuickBooks Online? I can build a strong accounting foundation from the start, including your chart of accounts, bank and credit card connections, Products & Services, invoicing settings, and the right integrations.
A thoughtful setup now can prevent confusion and cleanup later.
Diagnostic Review & Cleanup for QuickBooks Online
Already using QuickBooks but not confident in what you're seeing? I can review the file for reconciliation problems, unusual balances, categorization issues, duplicated activity, setup problems, and other signs that the books may need attention.
From there, I can explain what needs to be corrected and, when appropriate, complete the cleanup work needed to get the file back on track.
Checkups & Reviews for QuickBooks Online
Not every business needs full monthly bookkeeping support. If you manage most of your QuickBooks yourself but want an experienced second set of eyes, I can periodically review the file for reconciliation issues, unusual balances, categorization problems, and other items that may need attention.
You stay involved in your books while having a ProAdvisor available to help catch problems before they grow.
One-on-One Support for QuickBooks Online
Have a QuickBooks question? Need help recording an unusual transaction, running a report, correcting a setup issue, or understanding what you're seeing?
I offer personalized support for QuickBooks Online so you can get help from a real person who understands both the software and the accounting behind it, without relying solely on generic support articles or call-center troubleshooting.
WHAT'S INCLUDED
Here's How I Can Help With QuickBooks Online
Why Work With a Certified QuickBooks ProAdvisor?
QuickBooks is easy to start using, but getting the accounting structure right takes more than knowing where the buttons are. As a certified QuickBooks ProAdvisor with multiple QuickBooks certifications, I’ve completed formal training and demonstrated proficiency with the platform.
WHY IT MATTERS
✅ A stronger accounting foundation
Your QuickBooks file is structured around the way your business operates.
✅ More reliable financial information
Proper setup, reconciliation, and workflows help make your reports more useful.
✅ A system designed for your business
QuickBooks can be customized around your accounts, revenue streams, reporting needs, and integrations.
✅ Someone to explain the “why”
You have a knowledgeable person to turn to when something doesn’t make sense.
You Don’t Have to Know What’s Wrong Before You Call
Maybe the bank balance doesn’t match. Maybe your reports don’t look right. Maybe transactions keep showing up in places you don’t understand. Or maybe everything looks fine, but you want someone experienced to confirm your setup makes sense.
You don't need to diagnose the problem before scheduling a consultation. Show me what you're seeing, tell me what you're trying to accomplish, and we’ll figure out the best next step.
Ready to Make QuickBooks
Work Better
for You?
QuickBooks should make running your business easier — not leave you second-guessing your setup.
Whether you’re starting with a new QuickBooks Online account, trying to clean up an existing setup, or unsure whether you’re using the software correctly, I can help you clarify what needs attention.
During our consultation, we’ll talk through the questions or problems you’re running into and look at what you’re trying to accomplish. I’ll help you understand your options and recommend the most practical next step — whether that means a simple adjustment, additional support for QuickBooks Online, or a larger setup or cleanup project.
You don’t need to know the right QuickBooks terminology or diagnose the problem before we talk. Just tell me what isn’t working the way you expected, and we’ll start there.
Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. used with permission under the QuickBooks ProAdvisor Agreement.
Get in touch
Proud Member of the Mt. Juliet Chamber of Commerce.
© 2026 TrueCount Services. All rights reserved.
