Financial Systems That Move at the Speed of Your Business
Los Angeles has a rhythm all its own; sun-soaked skies, a relaxed vibe, and a momentum that keeps everything moving. And when you’re running a business in LA or anywhere across the U.S., your financial systems should feel just as clear and reliable.
At JPZ Bookkeeping, we offer QuickBooks setup and support services for businesses that need more than a basic install. We help small to medium-sized business owners get set up right, with solutions built for long-term success. Whether you’re in eCommerce, professional services, or retail, we tailor the setup and provide ongoing support so your books work as smoothly as your operations.
Get Set Up Right, The First Time
QuickBooks is a powerful tool, but only if it’s set up properly. Too many business owners struggle with messy, inaccurate reports and tax stress caused by an incorrect chart of accounts or poor system integration.
| We’ve seen it all, and we’re here to fix it before it becomes a problem. | |
|---|---|
| Why Setup Matters | What Can Go Wrong Without It |
| Clear financial data from day one | Incorrect tax filings |
| Seamless automation & integration | Double data entry |
| Customized to your business model | Confusing reports and dashboards |
| Ready for growth & funding | Frustrated CPAs and delayed tax prep |
What’s Included in Setup & Ongoing Support
We don’t just “plug in” QuickBooks. We offer QuickBooks setup and support services for businesses that need a system tailored to their specific model. From selling on Shopify, to managing service packages, to even juggling multiple sales channels, we build a setup that works for you.
| Our Services | ||
|---|---|---|
| Service | One-Time Setup | Ongoing Support |
| Chart of Accounts Design | ✔ | ✔ (updates as needed) |
| Bank & Credit Card Syncing | ✔ | ✔ (troubleshooting) |
| Stripe, Shopify, PayPal Integration | ✔ | ✔ |
| Custom Dashboard Setup | ✔ | ✔ |
| Historical Cleanup | ✔ (as needed) | – |
| Monthly Troubleshooting & Optimization | – | ✔ |
| Team Training on QBO | ✔ | – |
| Payroll & Tax Integration Support | ✔ | ✔ |
Let’s make your accounting systems as smooth as your best workday. Reach out for a sunny setup consultation.
Built for eCommerce and Multi-Channel Businesses
Modern businesses aren’t one-size-fits-all, and your financial tools shouldn’t be either. We specialize in eCommerce and service-based businesses, especially those operating across multiple platforms.
Here’s how we make complex setups simple:
- Sync with Shopify, Amazon, Stripe, or PayPal
- Automate invoice, payment, and refund flows
- Track inventory in real-time across platforms
- Ensure sales tax compliance in every state you sell
You’ll have one clear view of your entire operation, and peace of mind that it’s right.
Ongoing Support That Grows With You
Your business evolves. Your bookkeeping should too. Our ongoing support services mean you never have to worry about outdated reports, uncategorized expenses, or QuickBooks errors that snowball into major problems.
We handle:
- Monthly account reconciliations
- Adjustments and reclassifications
- Tax-time prep and collaboration with your CPA
- Quarterly reviews of dashboards and KPIs
- Cleanup of “oops” entries or forgotten integrations
Skip the late nights before tax season. Stay clear and ready all year long.
Finish Strong With Clean, Tax-Ready Books
There’s no better feeling than heading into tax season knowing your books are accurate, current, and totally stress-free.
| We help you avoid that classic last-minute scramble: | |
|---|---|
| Year-End Services | What You Get |
| Final Reconciliations | Bank and credit card accounts squared away |
| 1099/W-9 Review | Vendor data ready for January filing |
| Profit & Loss + Balance Sheet | CPA-ready financial statements |
| Categorization Cleanup | No mystery transactions left behind |
| CPA Liaison | We speak their language, so you don’t have to |
Let’s Bring Some Clarity to Your Books
We’re here to give your business the clarity, support, and strategy it needs to thrive.
Schedule your intro call today and let’s brighten up your finances.
FAQs
How do I set up QuickBooks for my business?
You’ll need to create your account, set up a customized chart of accounts, connect your bank accounts, and input starting balances. Getting expert help ensures your setup is accurate and aligned with your business goals.
Can I get ongoing support for QuickBooks after setup?
Yes, we provide ongoing QuickBooks support to help with bookkeeping, troubleshooting, reporting, and keeping everything running smoothly as your business grows.
What’s the difference between QuickBooks versions, and which one is better for me?
QuickBooks Online is cloud-based and great for accessibility and collaboration, while QuickBooks Desktop offers robust features for more complex needs. The right version depends on your business size, workflow, and whether you prefer flexibility or advanced functionality.