Make QuickBooks work for you — not against you
QuickBooks can transform the way you manage your business finances - if it’s set up and used correctly.
At Logical Imagination, I help business owners and teams harness QuickBooks to its fullest potential: clean, efficient, automated, and customized to your workflow.
As a QuickBooks ProAdvisor and Intuit Certified Bookkeeper, I bring professional, practical experience to help you get organized, stay compliant, and make informed decisions — without the confusion or overwhelm that too often comes with bookkeeping software.
QuickBooks Setup & Configuration
Whether you’re brand-new to QuickBooks or switching from another system, I’ll help you start strong:
- Choose the right QuickBooks version (Online vs. Desktop)
- Create your chart of accounts and categories tailored to your business
- Connect your bank and credit-card feeds for automatic transaction downloads
- Set up sales tax, payroll, and vendor lists
- Customize your invoices, reports, and dashboard
- Train you (and your team) on what to enter, what to review, and what to leave to automation
QuickBooks Training & Coaching
Empower yourself or your staff with practical, scenario-based QuickBooks training.
- Private one-on-one or small-group coaching (remote or in-person)
- Learn efficient workflows, shortcuts, and reports that matter
- Understand how to read and interpret financial statements within QuickBooks
- Training customized to your role (business owner, office manager, or bookkeeper)
- Optional follow-up sessions for Q&A and practice review