As a Certified QuickBooks ProAdvisor, Nicholas Olivo brings both accounting expertise and real small business experience to every engagement. Whether you are starting from scratch or trying to untangle a file that has gotten out of hand, we know the software and we know what your books actually need to look like at tax time.
Starting fresh, done right.
Company file creation
We configure your QuickBooks company file with the correct entity type, fiscal year, and industry settings so the defaults actually match your business.
Chart of accounts
Your chart of accounts is the foundation of your financial reporting. We build it to match your industry and map every account to the correct tax lines, which matters when we prepare your return.
Bank and credit card connections
We connect your accounts, establish clean bank feed rules, and verify that transactions are categorizing correctly before you touch them.
Data migration
Coming from another system or a spreadsheet? We handle the migration so your opening balances are accurate and your historical data is preserved.
Books need some work? We have seen worse.
Diagnostic review
We start with a full review of your file: duplicate entries, uncategorized transactions, incorrect account types, reconciliation discrepancies. We document what is wrong before we fix anything.
Transaction cleanup
Every transaction gets categorized correctly and matched to the right account. We reconcile all bank and credit card accounts so your balances agree with your statements.
Tax line mapping
One of the most overlooked steps. If your accounts are not mapped to the correct tax lines in QuickBooks, your tax prep is wrong before it starts. We verify and correct every mapping.
Know what you are looking at.
Owner and staff training
We train you or your team on the specific workflows that matter for your business: invoicing, expense entry, payroll sync, running reports. Focused, practical, no unnecessary features.
Monthly advisory
For clients on our monthly bookkeeping plan, we review your QuickBooks data each month and flag anything that needs attention. Your file stays clean without you having to manage it yourself.
On-call support
Questions come up. When something looks off or you are not sure how to handle a transaction, we are as close as your phone. No ticket system, no wait queue.
QuickBooks FAQs
What does a QuickBooks Pro Advisor do?
A Certified QuickBooks Pro Advisor can set up your QuickBooks company file from scratch, migrate data from another system, configure your chart of accounts to match your industry, train you or your staff, clean up a file that has gotten disorganized, and provide ongoing support. As a CPA, Nicholas Olivo also connects your QuickBooks data directly to your tax strategy so nothing falls through the cracks.
What version of QuickBooks do you support?
We work with QuickBooks Online and QuickBooks Desktop. For most small businesses we recommend QuickBooks Online for its accessibility and integration options, but we support whichever version fits your workflow and budget.
My QuickBooks is a mess. Can you fix it?
Yes. QuickBooks cleanup is one of the most common things we handle. Uncategorized transactions, duplicate accounts, bank feeds that have never been reconciled, tax lines that point to the wrong categories: we have seen it all. We will diagnose the issues, clean up the file, and get you on a reliable monthly routine going forward.
Do I need QuickBooks if you are handling my bookkeeping?
Not necessarily. If you are on our monthly bookkeeping plan, we handle the recordkeeping and provide you with financial statements. Many clients also maintain their own QuickBooks and we work alongside them, reviewing and advising. We tailor the arrangement to how you want to be involved in your own financials.