Ledger Consulting

Accountant (show on map)

Your Trusted Partner for QuickBooks Advisory. Certified QuickBooks Expertise to grow your company with QuickBooks.

About

Ledger Consulting is a trusted partner for QuickBooks advisory services. With over 15 years of experience, they provide certified QuickBooks expertise to help small businesses harness the full power of QuickBooks for accounting, inventory management, project costing, and advanced reporting.

Their services include QuickBooks design and setup, workflow improvements, cleanup, training, inventory corrections, insightful reporting, and automation of daily tasks. They also specialize in converting to QuickBooks Online, offering guidance through the entire process, including data import from various formats and file improvements. Additionally, they provide AI-driven Intuit Enterprise Suite solutions, including AI agents for automation, financial management, reporting & analytics, payroll, HR, and marketing, tailored for growing businesses.

Certified QuickBooks Expertise

AI-driven Intuit Enterprise Suite implementation

Comprehensive inventory management solutions

Conversion support for QuickBooks Desktop to Online

Advanced reporting and KPI tracking

Services

QuickBooks Advisory

Certified QuickBooks expertise to grow your company with QuickBooks, including advanced financial reporting, inventory management, project costing, and more.

QuickBooks design and setup Workflow improvements Cleanup and tune-up Training & workflow docs Advanced reporting Automation of daily tasks

Convert to QuickBooks Online

Guidance through the entire conversion process, including cleanup of old data, preparation for upload, and support for converting from other software.

Conversion from QuickBooks Desktop Data import from various file formats File improvements and cleanup Training and ongoing support

Intuit Enterprise Suite

AI-driven, cloud-based suite offering financial management, reporting & analytics, payroll, HR, and marketing solutions for growing businesses.

AI agents for automation Financial management with AI-driven bank feeds Reporting & analytics with deep insights Integrated payroll and HR tools Marketing with Customer AI Agent Construction edition with Project Management Agent

QuickBooks Inventory Management

Standard and advanced inventory features to boost efficiency, including tracking backorders, units of measure, assembly builds, multiple warehousing, bins, barcoding, and more.

Standard features: backorders, units of measure, assembly builds, custom fields Advanced features: multiple warehouses, bins, barcoding, FIFO valuation, serial/lot tracking Warehouse app and paperless shipping Integration with QuickBooks Online and Desktop

QuickBooks Online Support

Comprehensive support for QuickBooks Online, including setup, cleanup, training, and advanced reporting features.

Setup and import from other software Monthly KPI reports Customized reports for product lines, locations, etc. Integration with spreadsheets and apps Job (Project) reporting and cost analysis

QuickBooks Desktop Support

Complete support for QuickBooks Pro, Premier, and Enterprise, including cleanup, training, troubleshooting, and conversion assistance.

Cleanup of chart of accounts, balance sheets, and reconciliations Training on bank reconciliations, cash deposits, inventory issues, project reporting Troubleshooting of balance sheet discrepancies and inventory accuracy Preparation for conversion to QuickBooks Online