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QuickBooks Setup, Cleanup & Recovery — Handled by Specialists
We set up, migrate, clean up, and repair QuickBooks files for businesses that can't afford mistakes in their books. Scoped, written pricing before anything starts — and a real person on every project.
- Free scope review before you pay
- Flat, written pricing — no surprises
- Real people, not outsourced scripts
- Most projects done in days, not weeks
Twelve Services, One Trusted Team
Everything your QuickBooks environment needs, from first setup to fixing what's broken — scoped and priced before we start.
working in your file
QuickBooks Setup
Configuring a new company file — chart of accounts, opening balances, and preferences matched to how your business actually operates.
Deliverables: configured company file, matched chart of accounts, opening balances entered.
QuickBooks Data Migration
Moving your existing data from another platform — or between Mac and Windows — into a working QuickBooks file, with balances checked before and after.
Deliverables: migrated file, before/after balance reconciliation, migration summary.
QuickBooks File Cleanup
Reviewing and correcting a file that's drifted — duplicate entries, miscategorized transactions, unreconciled accounts.
Deliverables: cleaned chart of accounts, reconciled accounts, written summary of changes.
QuickBooks File Recovery
Diagnosis and repair of damaged, corrupted, or inaccessible QuickBooks company files, where technically possible.
Deliverables: diagnostic report, repaired or rebuilt file where feasible, recovery summary.
Bookkeeping Support
Ongoing categorization, reconciliation, and reporting so your books stay accurate and current, month to month.
Deliverables: monthly categorization, reconciled accounts, P&L / balance sheet / cash flow reports.
Accounting Software Support
Troubleshooting and how-to help for QuickBooks, Sage, and similar accounting platforms.
Deliverables: issue diagnosis, guided fix or workaround, written notes on what changed.
Tax Software Support
Help installing, configuring, and using professional or multi-client tax preparation software — not tax advice, but making sure the software itself works correctly.
Deliverables: software configured, data import verified, usage guidance.
Payroll Software Guidance
Setup and how-to support for payroll software — pay schedules, employee records, and tax table updates.
Deliverables: configured payroll software, employee records set up, first-run guidance.
Installation & Activation Support
Help installing and activating software you've already purchased, across your devices.
Deliverables: software installed, license activated, setup confirmed working.
Platform Consultation
A conversation about which accounting platform and tier actually fits your business — QuickBooks vs. Sage, Desktop vs. Online — before you commit to anything.
Deliverables: written recommendation, options comparison, no-obligation next steps.
Sage 50 Setup & Support
Configuring a new Sage 50 company file, or troubleshooting an existing one — chart of accounts, opening balances, and day-to-day issues.
Deliverables: configured or corrected company file, issue diagnosis and fix, written notes on what changed.
TurboTax Setup & Filing Support
Help installing, configuring, and troubleshooting TurboTax for individual or self-employed filing — not tax advice, just making sure the software works and your data imports cleanly.
Deliverables: software configured, prior-year data imported, e-file errors resolved.
Find the Right Service for Your Situation
Tell us what's going on and we'll point you straight to the right service.
Three Ways to Work With Us
No software bundles, no hidden tiers — just clear, scoped pricing for the kind of help you actually need.
we start, always
Setup, Migration, Cleanup & Recovery
Fixed-scope work on your QuickBooks file. We review your situation first, then quote a flat price before anything starts.
- Free scope review
- Written quote before work begins
- Diagnostic or migration summary included
Monthly Bookkeeping
Categorization, reconciliation, and reporting handled every month, without hiring in-house.
- Monthly transaction categorization
- Bank & credit card reconciliation
- P&L, balance sheet & cash flow reports
Software Support & Consultations
Troubleshooting, installation, payroll or tax software setup, and platform consultations — scoped to what you actually need.
- Diagnosed and fixed, or a guided workaround
- Free initial consultation
- Written notes on what changed
Real Expertise, Stated Plainly
No badges we can't back up. Just what we actually do on every project.
every project
Hands-On Product Knowledge
Real experience across QuickBooks Desktop, QuickBooks Online, and Sage 50 — and the file formats behind them, not just the interface.
Encrypted File Handling
Files move over encrypted connections, and you stay on-screen for any remote session — nothing happens without your visibility.
Plain-Language Communication
We explain what we're doing and why, before we do it. No jargon dumps, no surprises about scope.
Transparent, Scoped Pricing
One scoped price for every project — confirmed in writing before you commit, before any work begins.
A Follow-Up Window on Every Project
If something looks off after delivery, we address it within the follow-up period stated in your service scope.
Realistic Timelines
We estimate based on your actual file and situation, and confirm the timeline before starting — not a generic promise.
From Question to Finished Project, in Four Steps
Tell Us What's Going On
Describe your QuickBooks situation, or pick the service that matches.
Get a Free Scope & Quote
We review your file or situation and send a written, flat price before you pay anything.
Approve & Schedule
Approve the scope and price, and we schedule the work around your timeline.
Get It Fixed, With Follow-Up
Receive your completed project plus a follow-up window to catch anything that needs a second look.
What We Check — and What Customers Value
We don't publish numbers we can't back up. Here's what we actually do on every project.
it reaches you
Our QA Checklist
What Customers Value
We're building a library of verified client reviews as projects are completed with permission to share. This section will be replaced with real, attributed testimonials as they come in.
Honest Answers to Practical Questions
Do you work remotely?
How long does a service usually take?
What information do you need before starting?
Can you review my situation before I pay?
Do you work with QuickBooks Desktop?
Do you provide tax advice?
What happens if the project is more complex than expected?
Is there post-service support?
Do you offer ongoing plans, or only one-time projects?
What if I'm not sure which service I need?
We provide technical and operational support for QuickBooks, Sage, and related software — we do not provide tax, legal, or financial advice unless explicitly stated.
Get a Free, Scoped Quote — No Pressure, No Obligation
Tell us what's going on with your QuickBooks file or which service you need, and we'll send back a clear, written price before anything starts.
contact@m3lme.com
QuickBooks Online Advanced Certified ProAdvisor
m3lme.com has been awarded the status of reseller partner and is authorized to supply Intuit software.
Issued 5 April 2024 · Intuit Authorized Reseller Partner