QuickBooks Consulting & Support That Keeps Your Books on Track
Struggling With QuickBooks Errors, Confusion, or Data Messes?
QuickBooks is powerful—but only when set up and used correctly. Many businesses waste hours fighting with software problems, miscategorized transactions, or reports that just don’t add up. Andy Wang CPA & Associates offers hands-on QuickBooks consulting, support, and cleanup for startups, medical practices, and small businesses across Silicon Valley. We make your accounting software work for you, not against you.
Problems We Solve Every Day
Incorrect Setup or Data Migration
Moving to QuickBooks, switching versions, or importing data from another system? We handle clean setup, migration, and mapping—so your records start accurate and stay that way.
Messy or Out-of-Balance Books
Duplicate entries, missing transactions, and reconciliation headaches? We diagnose issues, fix past mistakes, and get your books in order fast.
Confusing Chart of Accounts or Categories
A poorly structured chart of accounts leads to unreliable reports and missed insights. We customize your accounts so you get meaningful, CPA-approved financials.
Lack of Integration With Payroll or Invoicing
Manual data entry wastes time and causes errors. We connect QuickBooks with your payroll, invoicing, and bank feeds for seamless workflow.
Need for Ongoing Training and Support
Whether you’re a business owner or in-house bookkeeper, we provide tailored training and on-call support—helping you master your system and resolve questions quickly.
QuickBooks That Fits Your Business
No two companies are the same. We tailor QuickBooks to fit your industry, business processes, and growth goals—delivering the reports and automation you actually need.
QuickBooks Online vs. Desktop: Which Is Right?
We help you compare versions, migrate securely, and pick the platform that matches your workflow and compliance needs.
CPA Oversight and Troubleshooting
With CPA review, you get more than software help—you get strategic accounting advice and ongoing error prevention.
Your QuickBooks Questions, Answered
Can you help set up QuickBooks from scratch
Yes. We set up new company files, customize your chart of accounts, and import your opening balances.
Do you fix issues from prior years?
Absolutely. We handle cleanup, error correction, and reconciliation—no matter how far back the problems go.
Is ongoing support available after setup?
Yes. We offer monthly check-ins, troubleshooting, and on-demand support for you or your team.
Can you integrate QuickBooks with payroll and payment systems?
We connect your QuickBooks to payroll, invoicing, and banking feeds—reducing manual work and errors.
Do you provide QuickBooks training?
Yes. We offer training sessions tailored to owners, bookkeepers, or staff—onsite or virtual.
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Get Your QuickBooks Running Smoothly With CPA Support
Don’t let QuickBooks confusion slow you down. Andy Wang CPA & Associates delivers setup, cleanup, and ongoing support—so your books stay accurate and your team stays focused on business.