Consulting Services for QuickBooks Online

Below is a list of service providers who specialize in implementing and optimizing QuickBooks Online. These service providers have expertise and experience helping businesses implement, integrate and customize QuickBooks Online.

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19 Listings for Consulting Services for QuickBooks Online
Provider Description
Aurora Consulting Group LLC is a comprehensive financial and advisory service provider designed to empower entrepreneurs by offering strategic tax planning, meticulous accounting, insightful advisory, and supportive coaching. The firm focuses on building enduring relationships with its clients, ensuring that their financial needs are managed effectively so that they can concentrate on their core areas of expertise and creativity. The target audience for Aurora includes entrepreneurs and business owners who seek a holistic support system for maintaining accounting and tax compliance while pursuing their financial planning goals. These clients value integrity in their financial data and relationships, striving to uphold high standards in delivering value to their customers. They are proactive problem solvers who require a dedicated financial team to support them in navigating the complexities of today’s fast-paced, technology-driven business environment. Aurora's service offerings encompass a wide range of financial solutions, all grounded in a strong commitment to ethics and technological efficiency. By leveraging the latest software tools, Aurora creates tailored tech stacks for each client, streamlining financial processes and reducing costs. This technological emphasis not only enhances operational efficiency but also allows clients to focus on building relationships and managing their businesses without the burden of financial woes. Key features of Aurora’s services include personalized tax planning strategies that align with clients' specific business goals, meticulous accounting practices that ensure compliance with regulations, and insightful advisory services that provide valuable guidance for financial decision-making. Additionally, the supportive coaching offered by Aurora helps clients navigate challenges and seize opportunities, fostering a collaborative environment where entrepreneurial dreams can thrive. By communicating data effectively and keeping clients compliant, Aurora Consulting Group LLC empowers entrepreneurs to root their business goals in factual insights. This approach enables clients to engage in creative endeavors with confidence and direction, ultimately allowing them to excel in their respective fields while entrusting their financial matters to a dedicated team of professionals.
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Neda M.
NM
Neda M.Small-Business (50 or fewer emp.)
5.0 out of 5
"Amazing Accounting Firm and Highly Recommend"
Aurora Consulting Group LLC has been the most helpful resource I’ve had in managing my U.S. taxes while living abroad, thanks to the exceptional le...
Tiffany & Michael C.
TC
Tiffany & Michael C.Small-Business (50 or fewer emp.)
4.5 out of 5
"Real People Who Care About Your Financial Health"
The current service package we have encompasses a team with a multi-prong approach. Each member on the ACG that services my company possesses a dif...

Service Provider

Book Tech
0 ratings
Provider Description
Book Tech, founded in New York, is a technology-driven company specializing in expert bookkeeping, clean-up, and catch-up bookkeeping services for small businesses across the United States. We help business owners maintain accurate, organized, and tax-ready financial records through reliable and structured bookkeeping support. As QuickBooks Certified professionals and a Xero Partner, our team has provided professional QuickBooks and Xero bookkeeping services to hundreds of businesses nationwide, ensuring financial clarity, compliance, and efficient recordkeeping. We serve a diverse range of industries, including real estate, e-commerce, construction, hospitality, law firms, nonprofits, and many others, delivering tailored bookkeeping solutions that support accuracy, compliance, and long-term business growth. Our services include rental property accounting, nonprofit financial management, monthly reconciliations, expense tracking, payroll services, accounts receivable and accounts payable management, and year-end tax-ready books, helping businesses stay financially organized and prepared for tax reporting. Over the years, Book Tech has been recognized for delivering premium clean-up and catch-up bookkeeping services along with expert QuickBooks and Xero bookkeeping, making it one of the best destinations for businesses seeking reliable clean-up, catch-up, QuickBooks, and Xero bookkeeping support. Many business owners and professionals simply refer others by saying, “Book Tech is the name when it comes to clean-up, catch-up, and QuickBooks or Xero bookkeeping.” By combining modern accounting technology with experienced bookkeeping professionals, Book Tech simplifies financial management so business owners can focus on growing their business with confidence.
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Provider Description
Connext Global Solutions is a tech-enabled, AI-driven offshore staffing and dedicated team provider designed to help U.S. and global companies build high-performing remote teams in countries such as the Philippines, Colombia, Mexico, and India. Unlike traditional Business Process Outsourcing (BPO) firms or transactional Employer of Record (EOR) providers, Connext specializes in creating fully customized, dedicated offshore teams that are aligned with each client’s unique processes, culture, and growth strategy. This approach allows Connext to function as an extension of your organization rather than merely a call center. The target audience for Connext includes a diverse range of industries, such as healthcare, private equity, accounting and finance, technology, customer service, revenue cycle management, mortgage, IT services, and back-office operations. Companies seeking to enhance their operational efficiency can benefit from Connext’s services, whether they require medical billing specialists, accounting support, software developers, customer service representatives, IT help desk professionals, or cross-functional operational teams. By offering scalable workforce solutions, Connext is positioned to support long-term growth for its clients. One of the key differentiators of Connext is its commitment to providing dedicated teams rather than shared resources. Each employee works exclusively for one client, which fosters alignment, accountability, and enhanced performance. Additionally, clients can achieve up to 70% cost savings compared to U.S.-based hiring while maintaining high quality and operational control. The AI-enabled recruiting process employed by Connext ensures that top offshore talent is identified, vetted, and deployed quickly, without compromising on quality. Security and compliance are also paramount for Connext, which operates with a SOC 2-compliant and secure infrastructure. This is particularly critical for clients in healthcare, fintech, and other regulated industries where data protection is essential. Furthermore, Connext boasts high retention rates and strong client satisfaction, focusing on sustainable partnerships rather than short-term contracts. This long-term approach is ideal for companies that want an alternative to traditional outsourcing or EOR services, need scalable offshore staffing, or are looking to build custom global teams without sacrificing culture or quality. In essence, Connext Global Solutions merges the flexibility of staff augmentation with the infrastructure of a global workforce solutions provider and the partnership mindset of a long-term growth advisor. For organizations exploring offshore staffing companies, dedicated team providers, healthcare BPO, AI-powered recruiting, or global outsourcing solutions, Connext offers a strategic and intelligent approach to workforce scaling.
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Verified User
O
Verified UserEnterprise (> 1000 emp.)
1.5 out of 5
"Great Employees, But Support Needs Major Improvement"
As of today, we love the team of employees we currently have with Connext.
Russ M.
RM
Russ M.Enterprise (> 1000 emp.)
5.0 out of 5
"Connext Delivers High-Quality Candidates with Flexible, Scalable Staffing"
What I like best about Connext is the quality of the candidates they source and the flexibility of their operating model. I provide them with a job...

Service Provider

Express 409A
0 ratings
Provider Description
Express 409A delivers mission-critical IRC §409A and ASC 718 fair market value determinations for private companies issuing equity compensation — built for the trigger events that can't wait. Every 409A valuation exists because something just happened. A funding round closed and the company needs to grant stock options from a new pool. A key hire is waiting on an offer letter with a strike price. Safe harbor is expiring before the next board meeting. A material event — leadership change, significant revenue shift, secondary transaction — has rendered the prior FMV unreliable. In each of these moments, every day without a current fair market value determination is a day the company cannot compliantly grant options under IRC §409A. Next-Day Delivery: Express 409A delivers audit-ready FMV reports within 48 hours from document clearance. The gap between your trigger event and your next compliant option grant is measured in days, not the 2-6 weeks typical of traditional providers. Audit Defensibility: Our valuation team applies analytical rigor drawn from investment banking M&A processes. Comparable company screening with live market data. Transaction multiple calibration benchmarked against observed deal activity. Marketability discount analysis grounded in empirical transaction behavior, not textbook ranges. The same methodology used in fairness opinions supporting over $50 billion in aggregate transaction value — applied to your common stock FMV. Every assumption documented. Every conclusion defensible under IRS and auditor scrutiny. Complete Governance Package: We don't hand you a PDF and disappear. Every engagement includes a board resolution draft referencing the concluded FMV, valuation date, and appraiser certification — ready for your next board consent. A strike-price schedule calculated and formatted for your option grant workflow. A material event map identifying every future trigger that would require a valuation refresh: new funding rounds, executive changes, revenue milestones, secondary transactions, anticipated M&A activity. And lifetime audit support — when your auditor calls with methodology questions about comparable selection, allocation models, or discount assumptions, our team takes that conversation directly. Express 409A serves C-Corps, S-Corps, and LLC structures across every industry. Pre-revenue through profitable. Simple cap tables through complex multi-series preferred structures. Whether it is a company's first 409A before its first option grant or an annual safe harbor refresh, the process and the deliverables follow the same rigor. AICPA Valuation Guide aligned. IRS safe harbor compliant. IRC §409A. ASC 718 dual-purpose ready. Independent appraiser signed.
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Service Provider

Fondo
(10)4.5 out of 5
Provider Description
Fondo (YC W18) is the all-in-one accounting platform built specifically for high-growth startups. We help founders and finance teams simplify bookkeeping, tax filings, and R&D tax credits so they can stay focused on building their businesses. More than 1,500 startups already trust Fondo to handle their back office—from early-stage seed companies to venture-backed growth teams. With Fondo, startups save time and maximize savings through automation and expert support. On average, our customers receive over $21,000 in cash back from the IRS through R&D tax credits, while also ensuring their taxes, financial statements, and compliance filings are accurate and stress-free. Our platform combines modern software with U.S.-based CPAs to provide a streamlined experience for founders. Unlike traditional accounting firms, Fondo was designed for startups: fast onboarding, transparent pricing, and proactive guidance that grows with your company. Whether you need monthly bookkeeping, tax return preparation, payroll support, or compliance filings like Delaware franchise tax, Fondo keeps your finances in order and gives you confidence when talking to investors. Key benefits of choosing Fondo: Automated bookkeeping with human review for accuracy Startup-focused tax expertise, including R&D credits and federal/state filings All-in-one compliance support for Delaware C Corps and other entities Dedicated CPA support to answer questions and prevent costly mistakes Scalable services that adapt as your company grows By partnering with Fondo, you’ll save money, reclaim valuable time, and avoid accounting headaches—while ensuring your startup is always investor-ready and IRS-compliant. We file your taxes, close your books, and help you get money back.
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Verified User
G
Verified UserSmall-Business (50 or fewer emp.)
0.0 out of 5
"Overpromising and Slow Communication"
I don't like them at all. I have really bad working experience with their team.
Jade A.
JA
Jade A.Small-Business (50 or fewer emp.)
5.0 out of 5
"Compliance handled, R&D credit captured, founders left alone to build"
Three things stand out: (1) the Stripe Atlas partnership pricing made it genuinely affordable for a pre-revenue startup to get a full CPA stack inc...
Provider Description
What is Fynlo Bookkeeping? We are the fastest-growing accounting firm in the US, specializing in startups and small businesses. Our dedicated team of accountants and tax specialists is committed to building a solid financial foundation for your business. At Fynlo, we offer essential bookkeeping services tailored specifically for startups and micro-businesses. We understand that many traditional firms overlook the unique needs of smaller enterprises, but as founders ourselves, we know that the most challenging times often occur when you're just starting out or operating solo. Once you achieve significant revenue and grow your team, you may have the resources to manage your accounting needs. That’s why we focus on supporting you in those critical early stages—when you need it the most. We recognize that our customers are price-sensitive, and we’ve designed our services to be affordable and accessible. Let us help you navigate your financial journey and set your business up for success! Talk to an expert today: https://www.fynloapps.com/bookkeeping-service/
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Verified User
C
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"Seamless Google Drive Sync Makes Expense Tracking Effortless"
I appreciate the feature that allows you to connect your Google Drive for syncing receipts and tracking expenses. It makes managing and organizing ...
Nobaisa S.
NS
Nobaisa S.Small-Business (50 or fewer emp.)
5.0 out of 5
"Navigating Fynlo Bookkeeping"
Fynlo Bookkeeping has a feature of time-saving since as a bookkeeper it is time consuming to record manually. It helps me also focus on learning an...

Service Provider

Gnesist LLC
0 ratings
Provider Description
At Gnesist LLC, we specialize in strategic tax preparation, tax planning, monthly bookkeeping, accounting, CFO services, and financial consulting for small to midsize businesses and individuals. Our expert team ensures compliance, maximizes financial efficiency, and provides personalized guidance tailored to your unique needs. Here is why you should choose Gnesist: Comprehensive Tax and Accounting Services High-Tech Digital Solutions Client-Centered Approach Experienced and Dedicated Professionals Let us help you navigate your financial journey with confidence. Contact Gnesist today to learn how we can support your business and personal financial goals.
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Service Provider

GuidedLedger
0 ratings
Provider Description
GuidedLedger delivers professional bookkeeping for small businesses at a flat $69/month, combining real human bookkeepers with smart technology in the software you already use. Unlike most bookkeeping services, GuidedLedger doesn't lock you into proprietary tools. We work directly in your existing QuickBooks Online or Xero, or set you up at wholesale pricing. Every reconciliation is reviewed by an actual person, not just AI. Pricing is transparent and à la carte: $69/month base covers your first two financial accounts and up to 300 transactions per account. Additional accounts run $10/month (limited-use) or $25/month (full-use). Payroll bookkeeping ranges from $20 to $80/month depending on frequency, paired with Gusto, ADP Run, or similar. Sales tax filing runs $3.75 to $45/month per state. Bilingual delivery in English and Spanish — including client support, monthly reports, and quote intake — sets GuidedLedger apart in a category that typically offers Spanish marketing without Spanish service. Founded by Victor Schiano, MBA, a former $100M+ operations executive at Vinci SA-affiliated operations, equity partner in a national salon franchise, and owner of a US tax practice (Long Island Tax Resources). GuidedLedger clients have priority access for income tax preparation through the founder's tax practice. Month-to-month, no long-term contracts, no migration required. Your QuickBooks or Xero subscription stays in your name. Your bank accounts stay yours. Your data is yours forever.
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Service Provider

Haven
(33)5.0 out of 5
Provider Description
Haven is a modern outsourced accounting platform built for startups and small to mid-sized businesses (SMBs). It replaces traditional accounting firms and slow, ticket-based support with a faster, more human approach – delivered directly through Slack. Haven provides full-service accounting, including bookkeeping, tax preparation and filings, financial reporting, and fractional CFO services. By combining software with a dedicated team of experts, Haven gives founders real-time visibility into their financials without the cost or complexity of building an in-house finance team. Designed for high-growth startups and lean SMBs, Haven offers responsive, on-demand support, fast monthly closes, and clean, audit-ready books. Its intuitive experience and proactive communication model ensure you get answers quickly and stay on top of your finances. Beyond day-to-day accounting, Haven delivers strategic financial insights – helping you manage cash flow, plan for growth, optimize tax strategy, and make data-driven decisions with confidence. Trusted by 1000+ companies, Haven is redefining outsourced accounting with a modern, tech-enabled approach built for how today’s businesses operate.
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Kasey D.
KD
Kasey D.Small-Business (50 or fewer emp.)
5.0 out of 5
"All-in-One Financial Solution with Exceptional Support"
I really like Haven because it offers an easy button for managing investor updates and cash flow, making financial decisions so much simpler. The c...
Ben B.
BB
Ben B.Small-Business (50 or fewer emp.)
5.0 out of 5
"If you're not on Haven already, then you're crazy"
I love how Haven made onboarding so easy and streamlined, which was a big relief for me as a founder who doesn't want to deal with bookkeeping head...
Provider Description
The only financial team you’ll ever need With a team comprised of Certified Public Accountants (CPAs), CFOs, Controllers, and everything in between, we guarantee you’ll get the accounting services and business insights you need. We’re dedicated to making your accounting and taxes not only simple to manage but easy to act on—the secret weapon for accomplishing your business strategy and bringing your vision to life. Let our experts take a load off by outsourcing your bookkeeping and financial tasks to us -- so you can focus on growing your business.
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TP
Tarek P.
0.0 out of 5
"Do Not Recommend: Multiple overisights nearly cost us tens of thousands"
Indinero provides a relatively seamless web experience and can be a good option for companies with extraoridnarily simnple accounting needs.
Gary A.
GA
Gary A.Mid-Market (51-1000 emp.)
5.0 out of 5
"Prompt, Accurate, Dependable Results"
Top-notch professionalism on every project. All of the inDinero staff members we interact with are prompt, dependable, and get the job done. We vet...
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