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QuickBooks

Licensed in Illinois and able to practice in other states

Keeping accurate records is vital to your business success. Let us teach you what you don’t know about QuickBooks® (tracking receivables, controlling inventory, complying with tax regulations, monitoring fixed assets, or reconciling your bank statement) and perform the tasks you don’t have the time, inclination or experience to tackle, such as:

  •  Installation & set-up.
  • Training adapted to your personal skill and comfort level.
  • Customized configurations to suit your specific needs and preferences.
  • Entry of adjusting journal entries or data.
  • Reconstruction or correction of accounting records.
  • Periodic reconciliation or auditing of your data to keep you on track.
  • Clean-up of receivables, payables, lists, chart of accounts, bank accounts, etc.

Our Certified QuickBooks® ProAdvisors are professional consultants and trainers with over 15 years of combined experience in all versions of QuickBooks® (Simple Start®, QuickBooks Basic®, QuickBooks Pro®, QuickBooks Premier®, QuickBooks Enterprise®, and QuickBooks Point of Sale®).

Whether you need help once, occasionally, periodically, or regularly, add one more player to your successful team. Turn to our Certified QuickBooks® ProAdvisors to help you succeed … now and in the future.

How Our QuickBooks® Services Stand Out

QuickBooks® is a versatile tool—but only if it’s working for you. At Customized Enterprises, our certified ProAdvisors are more than just consultants. We’re your partners in financial clarity. Licensed in Illinois and serving clients nationwide, we bring a practical, results-driven approach to small business accounting and corporate bookkeeping in Palatine, Illinois.

What makes us different? We don’t push pre-packaged training or generic fixes. Instead, we take the time to understand your current systems, knowledge level, and goals—then deliver solutions that improve how you manage and understand your finances.

With over 15 years of combined experience in every version of QuickBooks®, from Simple Start® to Enterprise® and Point of Sale®, we know how to tailor support that fits your tools, team, and timeline.

Our Approach: Practical, Personalized, and Proactive

Every business has its own rhythm—your bookkeeping support should match it. Whether you’re setting up QuickBooks® for the first time or correcting years of disorganized data, we offer scalable services that meet you where you are.

Here’s how we help:

  • We simplify the setup process. From installing the software to customizing your chart of accounts, we get your system ready for use—fast.
  • We train on your terms. Whether you prefer hands-on learning or guided sessions, our training adapts to your learning pace and comfort level.
  • We clean up what others leave behind. Mismatched entries, unreconciled accounts, or messy vendor lists—we untangle it all so you can move forward with confidence.
  • We maintain your financial health. Ongoing reconciliations and periodic audits help you stay aligned with your financial goals and compliance needs.

This isn’t about learning software for the sake of it—it’s about giving you control, accuracy, and peace of mind when managing your money.

Why It Matters: Beyond the Numbers

The right QuickBooks® setup does more than organize transactions—it empowers smarter decisions. When your books are accurate and current, you can:

  • Forecast growth more clearly
  • Stay ahead of tax obligations
  • Monitor inventory and cash flow efficiently
  • Identify financial trends before they become problems

Whether you want full-service support or just a knowledgeable professional to call when needed, we’re ready to step in as part of your trusted business team.

Frequently Asked Questions (FAQs)

How do I know if QuickBooks is the right accounting software for my business?
QuickBooks is designed to support a wide range of business types and sizes. We assess the structure and needs of each business to help determine whether QuickBooks can provide the level of functionality and flexibility required for accurate and efficient financial management.
What should I expect when setting up QuickBooks for the first time?
Setting up QuickBooks involves installing the software, creating a customized chart of accounts, and configuring key settings such as sales tax, payroll, and banking. We assist with each step to ensure that the system reflects the business’s unique workflows and reporting needs.
What can I do if I’ve already made mistakes in QuickBooks?
It’s common to encounter errors when learning QuickBooks or managing complex data. We help identify and correct inaccurate entries, clean up account structures, and reconcile discrepancies to restore accuracy to the financial records.
What kind of training is available if I have no experience with QuickBooks?
QuickBooks training is available at all levels. We provide guidance tailored to individual skill levels, offering clear explanations of essential features like invoicing, expenses, reconciliation, and reporting. The goal is to build comfort and confidence with the software.
How often should I reconcile my bank accounts in QuickBooks?
Bank accounts should typically be reconciled on a monthly basis. Regular reconciliation helps detect errors, prevent fraud, and ensure that reports reflect actual financial activity. We support clients in maintaining this practice consistently.
Is QuickBooks only useful for businesses that sell products?
QuickBooks is highly effective for both product- and service-based businesses. It can manage invoicing, time tracking, expense management, and financial reporting, making it a suitable tool regardless of industry or inventory needs.
What if I only need QuickBooks help occasionally or one time?
Support doesn’t have to be ongoing. We provide one-time, occasional, or as-needed assistance based on specific requirements. Whether it’s setup, troubleshooting, or cleanup, support is available when it’s needed most.

Let’s Simplify Your Financial Journey—Together

Partner with a team that understands your unique needs—so you can focus on growth, not guesswork. Contact us today to get started.

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