Yes, we are fully integrated with QuickBooks Online (QBO) and recommend it for most small business clients.

Regarding Fees: Using QBO can reduce your compliance costs by eliminating manual data entry—but only if the data is accurate.

• The Goal: A clean, reconciled QBO file allows us to focus your budget on tax strategy and planning rather than basic bookkeeping.

• The Reality: "Garbage in, garbage out." If your QBO file is disorganized or unreconciled, it may actually increase fees due to the "cleanup" time required before tax prep.

If you are unsure about your current setup, we can review your QBO file during onboarding to ensure you are getting the efficiency savings you expect.