Our firm exclusively offers bookkeeping and accounting services and support for QuickBooks Online to business owners Nationwide. We believe that cloud accounting is the best choice for today’s business owners, as it empowers you to easily outsource your bookkeeping and accounting needs. Outsourcing your bookkeeping and accounting with Lend A Hand Accounting can save you thousands of dollars per year. Even if you choose to keep some bookkeeping tasks in-house, choosing to partner with a cloud accounting firm and a Member of the QuickBooks ProAdvisor Program is a smart decision. According to research findings from Intuit, as much as 89 percent of small business owners believe they’re more successful when they work with accountants.

We Help You Setup Your QuickBooks Online Account the Right Way on the 1st Day

With this service, your accountant will send you a notification request for a Screen Share Meeting to discuss the setup of your new QuickBooks Online account. The first step will be to determine your company settings based on the features you plan to use in your account. Your accountant needs to know whether you want to create projects and track inventory. These options are only available in the QuickBooks Online Plus and QuickBooks Online Advanced subscriptions. Your accountant will also need to know whether you plan to create progress invoices, billable expense invoices, customer estimates and purchase orders. You will also determine how to customize your chart of accounts and products and services lists.

Company Settings

We Create the Lists You Need to Create Purchase and Sales Forms

Before you begin creating purchase and sales forms in your new QuickBooks Online account, you will need to create 4 Required Lists as follows:

  • Chart of Accounts

  • Vendors

  • Customers

  • Products and Services

We Customize Your Lists to Meet Your Specific Business Needs

Your accountant will send you a notification requesting each of the above noted lists that will show up in your client dashboard. Information can be entered directly into the request within your client dashboard. We recommend that you use the Excel templates that your accountant will upload for you into the From My Accountant located within your document upload portal. The completed templates can be uploaded into a folder within your secure document upload portal or emailed directly to your accountant. Your accountant will create your lists in your QuickBooks Online account and upload a Customer, Vendor, Chart of Accounts and Products and Services Report for your review into the From My Accountant folder located within your document upload portal.

We Help You Connect Bank, Credit Card and Third-Party Apps

With this service, your accountant can assist you during your Chime Meeting with connecting your business bank, credit card, POS and third-party applications to QuickBooks Online. Only 90 days of transactions come into your bank feeds when you first connect an account. Your accountant can assist you with downloading and uploading any missing transactions into your QuickBooks Online bank feeds to categorize and add to your account registers. We will also make sure that your new chart of accounts aligns with your connected bank, credit card and POS (Point-of-Sale) accounts. We can additionally advise you on the setup of classes, locations, multicurrency, tax agencies, tax rates, projects, employees, and bank rules to automate the bank feed categorization process.

Regina Pitts
Regina PittsChief Financial Officer
Member of the QuickBooks ProAdvisor Program

Your Personal Guide to Seamless Accounting: Advanced QuickBooks ProAdvisor at Your Service

Hey there! I’m Gina, and I’m the proud co-founder of Lend A Hand Accounting. Why did I start this? Well, I believe that everyone should have access to affordable, efficient, and flexible accounting and bookkeeping services. It’s all about making sure these essential services fit snugly into your budget without any fuss.

We’ve ditched the traditional hourly rate system and adopted a flat fee pricing. You might be wondering, “Why does this matter?” Well, this way, you know exactly what you’re paying for upfront and there are no unexpected surprises. You get to pick and choose the accounting services you need, like a customized menu. And the best part? You’re in complete control of when you start or stop using our services. We’re essentially just a call or a text away, no need for endless phone calls or draining trips to the accountant’s office.

I’m not just any accountant though. I’m an Advanced QuickBooks Online ProAdvisor. That means I’m equipped with advanced expertise and resources to help you leverage QuickBooks Online to its full potential. My goal is to make your accounting process smooth and efficient so you can focus on what you do best – running your business.

Ready to get started? Reach out to me directly at 360-637-4799. We can even kick things off immediately if you’re ready. Simply create a free account, and I can instantly take a look at your books and let you know where you stand.

At the end of the day, we’re here to serve you. We really appreciate the trust you place in us and we’re eager to meet all of your accounting and bookkeeping needs. Looking forward to being part of your team!

Take care,


The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.