In Orlando, Shea Business Solutions is a QuickBooks Level 2 Certified ProAdvisor for small businesses that live inside their books every day. Setup, cleanup, training, and migration, all handled in QuickBooks Online by someone who holds Intuit’s advanced certification and answers the same business day. No office to drive to. No hourly meter running in the background.
A ProAdvisor certification is not a badge you buy. Level 2 is Intuit’s advanced tier, earned through testing on complex cleanups, custom reporting, app integrations, and payroll. If you want the longer version of what the levels mean, we wrote a full explainer on what a QuickBooks ProAdvisor is and why the certification level matters. The short version: it decides whether the person touching your file can actually fix a broken one.
QuickBooks Setup, Done Right the First Time
Most QuickBooks problems start on day one, when the file gets built by whoever had an afternoon free. We set up QuickBooks Online from scratch: a chart of accounts that matches how your business actually earns and spends, bank and card feeds connected, products and services mapped, and payroll wired in if you have staff. Setup is quoted flat after a free assessment, so you know the number before anything starts. A file built correctly saves you the cleanup bill later.
QuickBooks Cleanup and Chart-of-Accounts Optimization
This is the work owners call about most. The file has not reconciled since last spring, the bank feed guessed at categories nobody checked, and the profit and loss stopped matching reality months ago. We reconcile every open month, strip duplicates, fix the categories the feed got wrong, and clear the old uncleared transactions distorting the balance sheet. One-year and multi-year cleanups both happen here regularly. Not sure how far gone your file is? Start with our breakdown of the five signs your QuickBooks needs a cleanup.
Optimization is the quieter half. A chart of accounts with 200 near-duplicate categories reports nothing useful. We collapse it to something you can read, then build the P&L and balance sheet so the numbers answer real questions about the business.
Training for You and Your Team
Some owners want the file run for them. Others want to keep doing the day-to-day and just stop making the same three mistakes. We train on the parts that matter for your setup: entering transactions so reconciliations stay clean, running the reports you actually need, and handling the monthly close without creating a mess for tax season. One session or ongoing, in-person feel over video, at your pace.
Migration and Integrations
Moving from QuickBooks Desktop to QuickBooks Online, or off a spreadsheet entirely, is a migration we handle end to end: history brought over, chart of accounts rebuilt where needed, and the apps you already run connected so data stops getting keyed twice. That means payroll, your point-of-sale, job-costing tools for contractors, and booking software like Mindbody for studios. One Lake Nona fitness client got their booking platform tied straight into QuickBooks Online, which ended the monthly reconciliation guesswork for good.
Construction, Restaurants, and the Industries We Know
Different trades break their books in different places. Contractors need real job costing and cost of goods sold tracking so each project’s margin is honest. We rebuilt inventory and COGS for an Orlando metal fabricator whose distorted P&L was hiding a $22,000 valuation error. Restaurants deal with net card deposits, tip pools, and food-cost percentages. We support construction and contractors, gyms and fitness studios, restaurants and bakeries, dental practices and med spas, and manufacturers across the Orlando area, because each one carries a different problem in the ledger.
What Working With a ProAdvisor Costs
Pricing is stated up front and stays flat. Ongoing monthly bookkeeping with a ProAdvisor starts at $200 per month and scales with transaction volume. Cleanup, setup, and migration projects are quoted flat after a free assessment, with no open-ended hourly billing. Payroll processing starts at $100 per month, and tax preparation starts at $90. If you want the ongoing side of this priced out in plain terms, see our flat-rate bookkeeping page, and if your books are months behind, the catch-up bookkeeping page covers how we get you current first.
Proof From Orlando Businesses
A commercial painting contractor came in two years behind on reconciliations and facing a state payroll audit. We reconstructed 24 months of books, corrected the payroll tax classifications, and they passed the audit with zero penalties while uncovering $14,500 in missed deductions. A Lake Nona fitness studio needed clean financials to borrow against; verified statements helped secure a $75,000 expansion loan. Shea Business Solutions holds a 5.0 rating across Google reviews and is a BBB Accredited Business. Kristen K., a cleanup client, put it plainly: Ryan tore down her file and rebuilt it right.
Frequently Asked Questions
What is a QuickBooks Level 2 ProAdvisor?
A Level 2 ProAdvisor holds Intuit’s advanced certification. It goes beyond day-to-day data entry into complex cleanups, custom reporting, app integrations, payroll setup, and system optimization. You are working with someone who knows QuickBooks in depth, not someone learning it on your file.
How much does a QuickBooks ProAdvisor in Orlando cost?
Monthly bookkeeping starts at $200 and scales with transaction volume. Cleanup, setup, and migration projects are quoted flat after a free assessment, so there is no open-ended hourly meter. Tax preparation starts at $90 and payroll at $100 per month.
Do you have QuickBooks experience with construction and contractors?
Yes. We handle job costing, cost of goods sold tracking, and materials or inventory allocation in QuickBooks Online for contractors and manufacturers, so your margins report correctly on every project.
Can you move my QuickBooks Desktop file to QuickBooks Online?
Yes. We set up QuickBooks Online, migrate your history, rebuild the chart of accounts where needed, and connect payroll, your point-of-sale, and industry apps so the file is clean from the start.
How quickly do you respond?
Same business day. Every call, text, and email gets an answer the same business day, which is the standard we hold for every client.