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 QBO 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 QBO 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 QBO 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 PittsPrincipal Accountant & Bookkeeper
Member of the QuickBooks ProAdvisor Program

Accounting and Bookkeeping Support by a QuickBooks ProAdvisor Program Member

I founded Lend A Hand Accounting because I believe accounting and bookkeeping services should be affordable, efficient, and flexible. We use flat fee pricing, which makes our accounting services a comfortable fit for any budget. At Lend A Hand Accounting, we’ve found a formula that really works! You select the accounting services you need, and control when you want to start or stop services. It is all in your hands! We’ve cut out the need for endless phone calls and long trips to the accountant’s office.

Feel free to call or text me now at 360-637-4799. We can also get started right away. Go ahead and create a free account and we can automatically look at your books and let you know where you stand.

We really appreciate your business and look forward to serving all of your accounting and bookkeeping needs. Thanks again!


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.