QuickBooks ProAdvisor · Helena, MT
Know your real numbers, every single month.
QuickBooks bookkeeping for Montana small businesses, from first setup to the monthly close. You work directly with Maureen every time: 35+ years of keeping books, certified by Intuit.
Why owners stay
Montana owners would rather be bidding jobs, running crews and serving customers. I keep their QuickBooks clean and current, so every decision runs on real numbers.
“To us it’s a way better option to use a smaller and independent firm than the big companies who don’t care about you or your business.”
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Intuit certified
QuickBooks Online Level 1
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Intuit certified
QuickBooks Online Level 2
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Intuit certified
QuickBooks Online Payroll
- Experience 35+ years keeping books
- Based in Helena serving all of Montana
- Typical reply 1 day within one business day
Books that tell you something, not books that just sit there.
Nobody falls behind on purpose. The season gets busy, the file gets messy, and the numbers stop being useful right when you need them.
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Decisions on a hunch
When the books run three months behind, every hire, new truck and bid becomes an educated guess.
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A file nobody trusts
Miscategorized transactions, unreconciled accounts, or a mess inherited from the last bookkeeper.
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Desktop, still
QuickBooks Desktop is on its way out, and moving years of data feels risky, so it keeps slipping.
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The April scramble
Your CPA needs clean books, and you’re up past midnight matching bank statements to every charge.
Six ways in
Where are your books right now?
Pick the one that sounds like you. Each situation maps to one service, and the first call is free.
“I’m opening my first QuickBooks file.”
QBO Setup & Onboarding
For new businesses, owners moving off spreadsheets, Wave or FreshBooks, and anyone who wants their setup checked.
- A chart of accounts built for your business
- Bank and credit card feeds connected
- Tax settings and opening balances verified
“I’m still on QuickBooks Desktop.”
QBD to QBO Migration
For Desktop Pro, Premier and Enterprise users, and anyone whose first move to Online went sideways.
- Your full history moved to QuickBooks Online
- Every account reconciled after the move
- Data checked before, during and after
“My books are behind, or a mess.”
QBO Cleanup
For unreconciled books, files inherited from a previous bookkeeper, and reports that don’t match reality.
- A full review of your QuickBooks file
- Miscategorized transactions corrected
- Every account reconciled and brought current
- A written summary of what I found and fixed
“I’m done doing the books myself.”
Ongoing QBO Bookkeeping
For owners who want to hand off bookkeeping entirely and get accurate financials every single month.
- Transactions categorized as they come in
- Bank and credit cards reconciled monthly
- A P&L and Balance Sheet in your inbox each month
“I want to keep my own books, properly.”
QBO Training & Consulting
For owners and office staff who keep the books in-house and want to know they’re doing it right.
- One-on-one sessions on your own file
- At your pace, never a generic webinar
- A workflow review when you want a second look
“My apps don’t talk to QuickBooks.”
QBO App Integration
For businesses juggling payroll, invoicing and online sales tools, or chasing duplicate transactions.
- A clear look at the tools you already use
- Payroll, invoicing, Shopify or WooCommerce connected
- Duplicate transactions found and sorted out
- experience
- 35+ years
- QuickBooks Online and Desktop
- certifications
- 3
- QBO Level 1, Level 2 and Payroll
- First call
- 30 min
- Free, with no commitment
- Typical reply
- 1 day
- Within one business day
A ProAdvisor perk
Pay less for QuickBooks Online itself.
As a Certified ProAdvisor, I can set you up on wholesale QBO pricing, often cheaper than buying straight from Intuit. The software costs less, and expert support comes with it.
One bookkeeper.
All yours.
MaureenOwner, Best Bookkeeping · Helena, MT
I started Best Bookkeeping because I saw too many Montana owners buried in paperwork, or worse, making big decisions without knowing their real numbers. After 35 years of bookkeeping, I know what clean books do for a business.
When you work with me, you work directly with me. No call center, no handoffs. Montana is home, and I know the seasonal swings, the tight margins, and that your word is your reputation.
Certified ProAdvisor
Tested by Intuit, with training kept current.
Online & Desktop
Fluent in both, and in moving between them.
Accountant-friendly
Organized books and reports your CPA can use.
Remote-ready
Cloud tools put every Montana town in reach.
How we’d start
Four steps from the first call to books you can count on.
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A free 30-minute call
Tell me where your books are and where you want them. No pressure, no commitment.
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A look at your file
I review your QuickBooks setup, or the lack of one, and tell you plainly what it needs.
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Set up or cleaned up
Setup, migration or cleanup comes first, so we start from numbers you can trust.
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Every month after
Reconciled books and monthly reports on a schedule you can rely on, or training to keep them yourself.
In a client’s words
“She was proficient in all areas of QuickBooks in which I needed her help and she always did her work in a timely and professional manner.”
“I retained Best Bookkeeping services upon becoming the office manager of an electrical contractor business. I found Maureen to be a very valuable asset as I learned to navigate through the QuickBooks system. I appreciated her skills as I ran payroll each week and balanced and reconciled the checking account at the end of each month. She proved to be very knowledgeable whenever I needed to run Profit and Loss reports and Balance Sheets in the QuickBooks system. She was proficient in all areas of QuickBooks in which I needed her help and she always did her work in a timely and professional manner. I highly recommend her as a business professional and QuickBooks specialist.”
Helena-based. Statewide by cloud.
Bank feeds, shared QuickBooks access and video calls mean distance doesn’t matter. I work with businesses across Montana, including these towns.
- Helena
- Bozeman
- Belgrade
- Great Falls
- Missoula
- and everywhere in between
Questions owners ask
Something else on your mind? Call (406) 422-9479 or write to info@best-bookkeeping.com.
No. I work with businesses across Montana through cloud tools, including Bozeman, Belgrade, Great Falls and Missoula. Bank feeds and shared QuickBooks access mean we never need to sit in the same room.
I will. Best Bookkeeping is Maureen, start to finish. There’s no call center and no handoff to a rotating team.
Yes. I work alongside your CPA or tax preparer and deliver organized books and timely reports, so tax season runs smoothly.
Intuit is moving users to QuickBooks Online, so sooner is usually easier than later. I handle the migration carefully, reconciling every account and checking your history before, during and after the move.
Often, yes. As a Certified ProAdvisor I can set you up on wholesale QuickBooks Online pricing, which is often cheaper than buying straight from Intuit.
With a cleanup. I review the whole file, fix miscategorized transactions, reconcile every account, and give you a written summary of what I found and fixed.
That works too. I offer one-on-one training on your own QuickBooks file, at your pace, plus a workflow review whenever you want a second look.
Thirty minutes on where your books are today and which service fits. There’s no pressure and no commitment.
I typically reply within one business day.
Let’s get your books where you can trust them.
Book a free 30-minute consultation. No pressure, no commitment, and I typically reply within one business day.
- (406) 422-9479
- info@best-bookkeeping.com
- Helena, Montana · serving statewide