443-960-9100 | kevin@barneyandcompany.com

Follow Us On:
Contact Us

QuickBooks Setup, Cleanup & Support in Maryland From a Certified Professional

QuickBooks is the most widely used accounting software for small businesses and most commonly set up wrong. I'm Kevin Burdett, a certified QuickBooks professional based in Columbia, Maryland. I set up, fix, and maintain QuickBooks files for Maryland small businesses personally, with over 20 years of experience in both Online and Desktop versions.

Schedule a Free Consultation
Call 443-960-9100

QB

Certified Professional

20+

Years QB Experience

Both

Online & Desktop

1:1

Direct Access to Kevin

Why Business Owners Call Me

Outsourced Accounting That Works the Way Your Business Actually Does

QuickBooks gives small businesses access to powerful financial reporting — but only when the file is configured correctly and the bookkeeping stays current. Incorrect setup, years of miscategorized transactions, and unreconciled bank accounts make a QuickBooks file unreliable. Reports that can’t be trusted lead to decisions based on bad data.
I work directly with every client on their QuickBooks file. Whether I’m setting up a new file from scratch, cleaning up years of accumulated errors, or maintaining the bookkeeping month after month — every piece of it is handled by me personally as a certified QuickBooks professional.
“A QuickBooks file set up correctly and kept current every month gives you financial reports you can actually rely on — and makes tax season dramatically easier.”

If your QuickBooks isn’t giving you accurate, trustworthy financial information, that’s a problem I can fix — and keep fixed going forward.

Schedule a Free Consultation

What I Provide

QuickBooks Services Setup Through Ongoing Support

Every QuickBooks service is handled by me personally. Here’s a detailed breakdown of what I provide for both QuickBooks Online and QuickBooks Desktop.

QuickBooks Setup & Configuration

Getting your QuickBooks file set up correctly from the beginning prevents months of problems later. I configure every element of your file to match your business type, industry, and reporting needs.
Services Include
  • Chart of accounts structured for your industry
  • Bank and credit card feed connection
  • Opening balances entered and verified
  • Customer, vendor, and product lists configured
  • Invoice and payment templates set up

User permissions and access configured

Get set up correctly from day one

QuickBooks Cleanup & Error Correction

Years of incorrect categorizations, duplicate entries, unreconciled accounts, and chart of accounts errors don’t fix themselves. I go through your file systematically and correct every issue so your reports finally reflect your real financial position.
Services Include
  • Transaction recategorization and correction
  • Duplicate entry identification and removal
  • Bank and credit card reconciliations
  • Chart of accounts corrections
  • Opening balance corrections
  • Accurate financial statements produced after cleanup
Fix your QuickBooks file

QuickBooks Catch-Up Bookkeeping

If your QuickBooks bookkeeping has fallen weeks, months, or longer behind, I bring it fully current every transaction entered, every account reconciled, every report ready to use again.
Services Include
  • All missing transactions entered and categorized
  • Bank and credit card accounts reconciled to current date
  • Personal and business expenses separated
  • Missing records rebuilt from bank statements
  • Updated P&L, balance sheet, and cash flow reports
  • Clean handoff to ongoing monthly service
Get Caught Up now

QuickBooks Training & Guidance

If you want to handle day-to-day transactions yourself but need to understand how to use QuickBooks correctly, I provide one-on-one training built around your actual business and file — not a generic tutorial.
Training Includes
  • How to enter income and expenses correctly
  • Running and reading your financial reports
  • Bank reconciliation walkthrough
  • Invoice creation and payment tracking
  • Most common QuickBooks mistakes to avoid
  • Ongoing access to me for follow-up questions
Discuss QuickBooks training

Online vs. Desktop

QuickBooks Online vs. QuickBooks Desktop Which Is Right for You?

I work with both versions daily. Here’s a plain-language comparison to help you decide — and I’m happy to walk through it with you on a free call.

Feature

QuickBooks Online

QuickBooks Desktop

Access from anywhere

✔ Browser & mobile app

Local install only

Automatic bank feeds

✔ Daily automatic sync

Manual import required

Remote accountant access

✔ Simple shared access

File transfer needed

Advanced job & project costing

Limited

✔ Stronger — especially Premier

Inventory management

Basic

✔ More robust

Industry-specific editions

Not available

✔ Contractor, nonprofit, retail

Pricing model

Monthly subscription

One-time purchase or annual

Best suited for

Most small businesses, startups, remote work

Contractors, larger inventories, specialized industries

Not sure which version fits your business? Contact me — I’ll help you decide on a free

Ongoing Monthly Management

QuickBooks Maintained Monthly So Your Books Never Fall Behind Again

A one-time cleanup only lasts if the bookkeeping stays current going forward. As part of ongoing monthly bookkeeping service, I maintain your QuickBooks file every month   all transactions entered, all accounts reconciled, and financial reports delivered  so your records are always accurate and up to date. Most clients combine QuickBooks management with monthly accounting and reporting, giving them a complete financial picture every month without having to manage any of it themselves.
Explore Monthly Bookkeeping

Ongoing Monthly Management

Every Month Without Fail

What's Included in Monthly QuickBooks Management
  • All transactions entered and categorized correctly
  • Bank and credit card accounts fully reconciled
  • Accounts payable and receivable kept current
  • Monthly close completed on schedule
  • P&L, balance sheet, and cash flow reports delivered
  • Direct access to me for any questions

Common QuickBooks Problems

If Any of These Sound Familiar, I Can Help

These are the most common QuickBooks issues Maryland small business owners bring to me.

QuickBooks Was Never Set Up Correctly

The chart of accounts doesn't match your business, opening balances are wrong, or the file was configured by someone who didn't understand your industry.

Transactions Are Miscategorized

Expenses in the wrong categories and income tracked inconsistently mean the reports coming out of QuickBooks can't be trusted for decisions or tax filing.

Bank Accounts Haven't Been Reconciled

QuickBooks balances don't match actual bank statements and nobody is sure exactly when the discrepancy started or how to fix it.

Duplicate Transactions Everywhere

Imported bank feed transactions were also entered manually creating duplicates that inflate both income and expense figures throughout the file.

QuickBooks Feels Overwhelming

You have QuickBooks but you're not confident you're using it correctly and you don't fully understand what the reports are actually telling you.

Books Are Months or Years Behind

The QuickBooks file hasn't been updated consistently or whoever managed it previously left things in a state that's difficult to take over and continue.

How It Works

My QuickBooks Process Clear From Start to Finish

Whether you need a brand-new setup, a full cleanup, or ongoing monthly management — here’s exactly what to expect from the first call forward.
number-one

Free Consultation Call

We discuss your current QuickBooks situation which version you're using, what's working, what isn't, how far behind the books are, and what you need going forward. No charge and no obligation.

number-two

QuickBooks File Review

I review your existing file or assess what a new setup requires and give you a plain-language summary of exactly what needs to be done and why. No jargon, no vague recommendations.

number-three

Fixed-Price Proposal

You receive a clear, fixed-price proposal before any work begins — whether that's a one-time setup or cleanup project, training sessions, or ongoing monthly management.

number-four

Setup, Cleanup, or Catch-Up Work

I complete the work agreed setting up the file correctly, cleaning up existing errors, reconciling overdue accounts, and catching up on all missed transactions. You receive a summary of everything done.

number-five

Ongoing Management or Confident Handoff

If you want me to manage QuickBooks monthly going forward, we move directly into that. If you prefer to handle entries yourself after training, I remain available for questions and periodic reviews either way, your books stay accurate.

Why Work With Me

Why Maryland Business Owners Choose Me for QuickBooks Support

Certified QuickBooks Professional

I'm certified in QuickBooks — not just familiar with it. That certification reflects a depth of knowledge that goes well beyond everyday use, including features and configurations most users never discover on their own.

Expert in Both Online and Desktop

I work with both QuickBooks Online and QuickBooks Desktop regularly. I understand the meaningful differences between them and can advise you accurately on which version is the right fit for your business.

You Work Directly With Me

Every QuickBooks service is handled by me personally. When you have a question about your file, I already know the answer — because I set it up or cleaned it up myself. You'll never be passed to someone unfamiliar with your accounts.

QuickBooks and Bookkeeping Together

QuickBooks management is most valuable as part of a complete monthly bookkeeping service. I provide both — so your file, your books, and your monthly financial reports are always aligned and accurate.

Over 20 Years of QuickBooks Experience

I've been working in QuickBooks for more than two decades across a wide range of industries and business sizes. That experience means I identify problems immediately and know the most efficient way to resolve them.

Maryland-Based, Available Remotely

I'm based in Columbia, Maryland and serve businesses locally and remotely nationwide. All QuickBooks work — file access, cleanup, training, and monthly management — can be handled securely online.

Frequently Asked Questions

Questions About My QuickBooks Services

Yes. I'm a certified QuickBooks professional with over 20 years of hands-on experience using both QuickBooks Online and QuickBooks Desktop with Maryland small businesses. Certification means I understand the software at a level that goes beyond everyday use.

Yes — both. I work with QuickBooks Online and QuickBooks Desktop regularly. If you're not sure which version is right for your business, I'll help you compare and choose based on your specific size, industry, and workflow during a free consultation call.

Yes. QuickBooks cleanup is one of the most common services I provide. I correct categorization errors, remove duplicate transactions, reconcile overdue accounts, and restructure the chart of accounts — so your file produces accurate, trustworthy financial reports going forward.

Yes. I set up QuickBooks files from scratch — chart of accounts structured for your industry, bank feeds connected, opening balances entered, and the file configured for how your business actually operates. Getting the setup right from day one prevents months of problems later.

Yes. I provide one-on-one QuickBooks training built around your actual business file — covering how to enter transactions correctly, reconcile accounts, run reports, and avoid the most common mistakes. This is not a generic course; it's training specific to your situation.

Yes. Ongoing monthly QuickBooks management is a core part of my bookkeeping service. Every month, I enter all transactions, reconcile all accounts, and deliver financial reports. Most clients combine this with monthly accounting and reporting for a complete financial management service.

Maryland is my primary service area, but I also work remotely with businesses in other states. All QuickBooks work — file access, cleanup, training, and ongoing monthly management — can be handled securely online.

Ready to Get Your QuickBooks Working the Way It Should?

Whether you need a new setup, a full cleanup, catch-up bookkeeping, or ongoing monthly management I handle it personally as a certified QuickBooks professional. Reach out today the first call is free.
Schedule a Free Consultation
Call 443-960-9100
At Barney & Company, we are committed to providing you with high-quality, efficient, & stress-free business services.

Contact

© 2023 Barney & Company – All Rights Reserved