QuickBooks Online Setup & Cleanup
We get your QuickBooks Online file set up correctly — chart of accounts, connected feeds, and a tidy starting point — or clean up the one you already have.
Bookkeeping
Clean books are the foundation of every good financial decision. Whether you're a small business owner who shouldn't have to wear the bookkeeper's hat too, or a scaling company that needs airtight monthly numbers, Motta handles your day-to-day bookkeeping with senior accountants who actually understand your business — backed by a Platinum-tier Certified QuickBooks ProAdvisor team. ALFRED Ai does the repetitive work so your accountant can focus on accuracy and insight.
Bank & Credit Card Reconciliation
Monthly reconciliation of all accounts so you know the numbers match reality — no surprises at year-end.
Accounts Payable & Receivable
Bill tracking, vendor payments, invoice follow-up, and the cash management tasks that keep operations running.
Month-End Close & Owner-Ready Reports
Books closed within 10 business days of month-end, with a clean trial balance and plain-English reports you can actually use.
Certified QuickBooks expertise
A Platinum-tier Certified QuickBooks ProAdvisor firm
Motta Financial is a Certified QuickBooks ProAdvisor, recognized at the Platinum tier of the QuickBooks ProAdvisor Program. That means deep, certified expertise in QuickBooks Online — from initial setup and clean-up to day-to-day bookkeeping — and access to preferred pricing we can pass along to the businesses we serve.
Independent Certified QuickBooks ProAdvisorMore than data entry
Anyone can categorize transactions. We bring accounting judgment — catching errors, flagging unusual items, and making sure your books tell an accurate story. When tax time comes, your CPA inherits clean data instead of a cleanup project.
Built for small businesses, ready when you grow
Small businesses don’t need enterprise complexity — they need books they can trust and answers they can understand. We keep things clean and straightforward in QuickBooks Online (or Xero, NetSuite, or Sage if that’s where you already are). As your business scales, the same team can layer on financial reporting, payroll, and fractional CFO support — no switching firms, no starting over.
Ready to talk this through with a CPA?
Tell us a little about your situation and we'll get back to you — usually within one business day.
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