QuickBooks ProAdvisor Ottawa | CPA-Led QuickBooks Online Help

QuickBooks ProAdvisor — Ottawa

QuickBooks Online, Done Right.
Led by a CPA.

Setup, cleanup, integrations and automation for Ottawa and Canadian businesses, with a CPA reviewing the numbers.

QuickBooks Online Advanced ProAdvisorCPA-CertifiedOttawa & Eastern OntarioServing Canada-WideFixed Monthly PricingNo Lock-In
Why a CPA Who Is Also a ProAdvisor

A QuickBooks ProAdvisor in Ottawa, with a CPA behind the numbers.

Most QuickBooks Online problems are not software problems. They are accounting problems the software is faithfully recording: a chart of accounts that grew without a plan, bank rules nobody has reviewed, deposits that never reconcile, and integrations that quietly duplicate transactions.

A ProAdvisor knows where the settings are. A CPA knows what the right answer is. You get both in one person, which matters when the question is not “how do I connect this app?” but “should this be recorded this way at all?”

The Usual Problem
QuickBooks Online was set up quickly, years ago, by whoever was available. Nobody has reviewed it since, and the reports are trusted more than they should be.
What We Fix
Chart of accounts, reconciliations, bank rules, integrations, user permissions and month-end routines, in that order of priority.
What You Get
Books you can hand to a lender, an investor or the CRA without apologizing, and a process your team can actually follow.

Verify Any ProAdvisor Before You Hire

Intuit lists ProAdvisors in a public directory. You can check Masha Zakharenkova’s QuickBooks Online Advanced ProAdvisor profile and her LinkedIn profile before booking a call.

What We Do in QuickBooks Online

QuickBooks ProAdvisor services for Ottawa businesses.

Setup & Migration

New QuickBooks Online files built properly, or a move from QuickBooks Desktop, Sage or spreadsheets, with opening balances checked and a chart of accounts designed for how you report.

Cleanup & Catch-Up

Unreconciled accounts, uncategorized transactions, duplicate entries and missing months corrected and documented, so you start from numbers you can rely on.

Training & Documentation

Hands-on training for you and your team, plus a short written guide to how your QuickBooks Online file is set up, so the process still works when someone new takes over.

QuickBooks Online Advanced

Advanced features put to work where they pay for themselves: custom roles and permissions, workflows, batch actions, reporting and Spreadsheet Sync.

App Integrations

Payment, expense, payroll, CRM and reporting tools connected to QuickBooks Online, and broken integrations traced and repaired. See integrations →

QuickBooks Online Automation

Bank rules, receipt capture, recurring entries and approval workflows built inside QuickBooks Online, so routine work posts itself and a CPA reviews the exceptions. See automation →

How It Works

From first call to clean books.

Step 1
Free discovery call. We talk through your QuickBooks Online file, what is not working, and what you need it to do. You leave knowing whether we are the right fit.
Step 2
Review. With read access, we look at the file: accounts, reconciliations, bank rules, integrations and user access. You receive a prioritized list of issues, with an honest view of what is worth fixing now.
Step 3
Fix and build. We correct the books, configure the settings and connect the apps, documenting each change so it can be audited or undone.
Step 4
Ongoing support, if you want it. Monthly review, rule audits and updates as QuickBooks Online changes, on a fixed monthly fee with no lock-in.
Is This Right For You?

You may need a QuickBooks Online ProAdvisor if…

Your accounts have not been reconciled in months
You are moving to QuickBooks Online from another system
Your reports take too long to produce, or nobody trusts them
An app you connected is creating duplicate transactions
Your chart of accounts has grown without a plan
You are using QuickBooks Online but not its Advanced features
Month-end takes your team too long
A lender, investor or buyer is asking for cleaner financials
You want automation but do not know where to start
You want a CPA reviewing the output, not only a software setup
Common Questions

QuickBooks Online ProAdvisor questions, answered.

What is a QuickBooks Online Advanced ProAdvisor?

An accounting professional listed in Intuit’s ProAdvisor program who holds the QuickBooks Online Advanced designation. It shows training on the platform’s more advanced features. It is not a substitute for accounting judgment, which is why our work is also led by a CPA.

Do you work with businesses outside Ottawa?

Yes. We are based in Ottawa and serve clients across Ontario and Canada. QuickBooks Online is cloud software, so most work is done securely online, and we meet in person in the Ottawa area when that helps.

Can you fix a QuickBooks Online file that has not been reconciled in a long time?

Usually, yes. We start with a review so you know the scope and cost before any work begins, then reconcile, correct and document the changes. Files with years of unreconciled history take longer, and we will tell you plainly if a rebuild makes more sense than a repair.

Can you connect other apps to QuickBooks Online?

Yes. We connect and configure payment, expense, payroll, CRM and reporting tools to QuickBooks Online, and repair integrations that create duplicates or miss transactions. Each app is mapped to your chart of accounts and tested before it touches live books.

Do you also do bookkeeping, or only setup?

Our focus is the finance function above day-to-day bookkeeping: setup, review, controls, automation, and fractional CFO and controller services. We work alongside your bookkeeper or internal team, and we can tell you on the discovery call whether we are the right fit.

How much does it cost?

We use fixed monthly pricing with no lock-in, and we quote any one-time setup or cleanup after a review so there are no surprises. Book a free discovery call and we will give you a clear range for your situation.

Ready to get QuickBooks Online working for you?📞 1-888-339-9975 · ✉️ info@canadiancloudaccounting.ca

Book Your Discovery Call →