Practice Area

Quickbooks Services

Get set up right — QuickBooks support from a CPA who keeps it simple.

QuickBooks is powerful — if it’s set up and used correctly

QuickBooks is one of the most popular accounting tools for small businesses, but it's not always intuitive. Many business owners start with the best of intentions, only to end up with messy categories, duplicated entries, or reports that don’t make sense. Trigili, CPA, helps clients get the most out of QuickBooks by providing setup, cleanup, training, and ongoing support. Whether you're brand new to the platform or years into a chaotic file, she’ll help bring structure to your system so your books are accurate and useful.

Setting up QuickBooks for long-term success

The right setup saves hours of future frustration. Trigili ensures your QuickBooks file is built around your business — with a properly structured chart of accounts, connected bank feeds, and useful categories that align with your reporting needs. She helps choose between QuickBooks Online or Desktop, configures user access, and ensures key tax settings are accurate. With a clean, well-organized foundation, your monthly entries and year-end reports will be much easier to manage — or hand off if needed.

Cleaning up existing QuickBooks files

If your QuickBooks account is cluttered with uncategorized transactions, reconciliation errors, or duplicate entries, Trigili can help clean it up. She’ll review your file, correct past mistakes, and bring everything up to date. This includes fixing bank balances, reconciling credit cards, recoding misclassified expenses, and ensuring your profit and loss statements are accurate. A clean file makes tax prep easier, protects against audit issues, and helps you make better financial decisions.

One-on-one QuickBooks training

Some clients want more control over their books but need help learning the system. Trigili offers personalized training sessions focused on the tasks you’ll actually use — not just generic tutorials. Whether it's entering invoices, managing payroll, or understanding your reports, she tailors the training to your comfort level and business goals. With a few hours of targeted support, many business owners gain the confidence they need to manage their books more efficiently.

Ongoing support when you need it

Even with good systems in place, questions come up. Trigili provides ongoing support for QuickBooks users who need occasional troubleshooting or monthly check-ins. This might include helping with reconciliations, adjusting journal entries, or fixing a reporting issue before it becomes a problem. Having access to a CPA for support ensures your books stay accurate — and gives you peace of mind that you're on the right track.

Clarity Starts with a Conversation

Whether you're behind on taxes, launching a business, or just need better financial guidance — you don’t have to figure it out alone. Trigili CPAs & Consulting is here to help.

How we can help you!

Why choose Trigili, CPA?

You have options when it comes to accounting help — but here’s what makes Trigili different, and why clients keep coming back.

I haven’t filed my taxes in a few years… is that going to be a problem?

Not at all. Trigili helps clients catch up without judgment. We'll walk you through what’s needed and get you back on track.

I’m starting a new business — do I need to form an LLC first, or wait?

Trigili can help you choose the best structure for your business before you make costly mistakes.

My books are kind of a mess. Is it too late to fix things before tax season?

It’s never too late. Whether it’s cleanup, catch-up, or ongoing support, We can help you get organized.

Do I really need a CPA, or can I just use tax software?

Software can’t ask follow-up questions — or catch things that could save you money. We bring clarity and strategy.

I’m self-employed — how do I know what I can write off?

Trigili specializes in helping freelancers and business owners keep more of what they earn, legally and confidently.

Will I be talking to Trigili directly, or just someone in the office?

You’ll work directly with Trigili. No bouncing around, no explaining your situation twice.

Can they help me plan ahead, not just react every year?

Yes — Trigili builds relationships, not just returns. Tax planning is a key part of what she offers.

Still have questions? let’s talk.

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