Certified QuickBooks™ ProAdvisor Services
Work with a certified QuickBooks™ ProAdvisor who keeps your books accurate, your software properly set up, and your finances under control — so you can focus on running your business.
Why Hire a QuickBooks Professional Advisor?
Getting the Most from QuickBooks™ Is Harder Than It Looks
QuickBooks™ is one of the most powerful accounting tools available — but only when it’s set up correctly and used consistently. Many businesses find themselves running into the same frustrations:
- Transactions aren’t being categorized correctly, creating messy reports that don’t reflect the true financial position of the business
- The software was set up without professional guidance, leading to ongoing errors that compound over time and create headaches at year-end
- Reconciliations are falling behind because navigating QuickBooks confidently takes time and expertise that business owners simply don’t have
- Switching to QuickBooks feels overwhelming — migrating existing data, choosing the right plan, and learning a new system all at once is a significant undertaking
- Tax season reveals costly mistakes — GST/PST filings, payroll remittances, and year-end reports are only as accurate as the data behind them
You know QuickBooks™ can work for your business. You just need the right professional to make it work properly.
Why Oakton FC?
QuickBooks™ Support From Setup to Ongoing Management
At Oakton FC, our certified QuickBooks™ ProAdvisors provide hands-on support at every stage — whether you’re just getting started with QuickBooks™ or need a professional to take ongoing management off your plate.
Our QuickBooks™ services include:
- QuickBooks™ setup and configuration — Get your chart of accounts, tax settings, and workflows configured correctly from day one, avoiding the common errors that cause problems down the road
- Data migration and software transitions — Moving from another platform or starting fresh? We’ll handle the migration process cleanly so your financial history is accurate and complete
- Ongoing bookkeeping and reconciliation — We manage your QuickBooks™ account on a monthly basis, keeping your books current with accurate categorization, bank reconciliation, and timely financial reporting
- GST/PST and payroll remittance support — Stay compliant with CRA requirements using accurate data maintained in QuickBooks™ throughout the year
- Training for you and your team — We provide practical QuickBooks™ training so you can confidently handle day-to-day entries, run meaningful reports, and understand your numbers
- QuickBooks™ review and cleanup — Already using QuickBooks™ but not confident in your data? We’ll audit your file, correct errors, and establish reliable processes going forward
How it Works
Getting Started with a QuickBooks ProAdvisor is Simple
01.
Complimentary Consultation
Reach out for a complimentary consultation to discuss your QuickBooks™ needs. Whether you’re setting up for the first time, switching software, or looking for ongoing support, we’ll assess your situation and identify the right path forward.
02.
Customized Service Plan
Based on our assessment, we’ll outline a tailored plan — from a one-time setup and migration project to a fully managed monthly bookkeeping service. Every recommendation is made with your business goals and budget in mind.
03.
Setup, Migration & Onboarding
We’ll get your QuickBooks™ account properly configured, migrate any existing data, and ensure your workflows are in place. If we’re taking over ongoing bookkeeping, your dedicated professional will learn your business thoroughly before we begin.
04.
Ongoing Support & Reportin
For clients on a monthly plan, you’ll receive consistent bookkeeping support with timely financial reporting each month. We’re accessible when you have questions, and you’ll always have a clear picture of your financial position.
Seamless Transfer from Your Current Accounting Software
We are comfortable moving you from all major accounting and payroll platforms to successfully using QuickBooks with ongoing support and management.
Not using accounting software yet? We’ll help you get set up with QuickBooks to suit your business and professional needs to keep your finances digitally agile.
Why Partner with Oakton FC?
Certified QuickBooks™ ProAdvisors
Our team holds QuickBooks™ ProAdvisor certification, meaning we’re trained and tested on the software you’re using. You get a professional who knows the platform inside and out, not just someone who has used it before.
Personalized Client-Centered Approach
We recognize that the financial needs and trust of each client are unique. Our services are tailored to provide a customized experience that addresses your specific situation.
More Than Just Software Support
As experienced bookkeepers, we don’t just configure your QuickBooks™ account — we manage the full picture. From reconciliations to CRA compliance, we’re a professional financial partner, not just a software consultant.
Integrity and Care
Rest assured knowing your finances will be managed with utmost care. Every decision is made thoughtfully, considering both your goals and interests.
Our Reviews
What Our Clients are Saying
You May Be Wondering
Frequently Asked Questions
What is a QuickBooks™ ProAdvisor?
A QuickBooks™ ProAdvisor is a bookkeeping or accounting professional who has passed Intuit’s certification exam for QuickBooks™ products. At Oakton FC, our ProAdvisors are also experienced bookkeepers, so you benefit from both software expertise and sound financial management.
I’m already using QuickBooks™ but I’m not confident my books are accurate. Can you help?
Yes. This is one of the most common situations we assist with. We’ll review your existing QuickBooks™ file, identify errors or inconsistencies, and provide a cleanup and correction plan. From there, we can take over ongoing bookkeeping to ensure accuracy going forward.
Which version of QuickBooks™ do you support?
We work with both QuickBooks Online and QuickBooks Desktop. If you’re unsure which version is right for your business, we’re happy to walk through the differences and make a recommendation based on your needs and budget.
Can you help me switch to QuickBooks™ from another accounting software?
Yes. We handle data migrations from other platforms, ensuring your historical financial data transfers accurately. We’ll configure your new QuickBooks™ account correctly from the start and provide any training needed so you and your team are set up for success.
Do you provide QuickBooks™ training?
We offer practical training tailored to your business and your team’s level of experience. Whether you need a full orientation to the software or targeted guidance on specific workflows like invoicing, payroll, or reporting, we’ll make sure you’re comfortable and confident.
What does ongoing QuickBooks™ bookkeeping support include?
Our monthly bookkeeping service covers transaction categorization, bank and credit card reconciliation, accounts payable and receivable management, and monthly financial reporting. We also support GST/PST preparation and payroll remittances as part of a comprehensive bookkeeping plan.
Comprehensive Financial Solutions
Complement your QuickBooks™ support with our other professional services:
Get accurate, reliable bookkeeping support from dedicated professionals for complete financial clarity.
Stay GST/PST compliant with accurate and timely sales tax preparation and filing services
Streamline your payroll with accurate, on-time processing and tax compliance support
Maximize your QuickBooks software with setup, training, and ongoing support from certified ProAdvisors
Get expert support if you’re facing a CRA audit or need help with audit preparation
Invoices & Collections
Improve cash flow with professional invoice management and collection services
Serving Businesses Across Canada
While we’re based in British Columbia, our QuickBooks™ services are not constrained to BC! We can provide you with the same high-quality, personalized support anywhere across Canada.
We’ve worked with clients in:
- Vancouver
- Maple Ridge
- Langley
- Surrey
- Coquitlam
- Calgary
- Toronto
Ready to Get More from QuickBooks?
Book your complimentary consultation with the Oakton FC team today. Whether you need setup support, a cleanup of your existing books, or a professional to manage your QuickBooks™ account on an ongoing basis — we’re here to help.
