Make QuickBooks Work for You—Not Against You
QuickBooks is one of the most powerful financial tools available for small and mid-sized businesses. But for many owners, it’s also one of the most frustrating. When QuickBooks isn’t set up correctly or maintained consistently, it can lead to inaccurate reports, wasted time, and poor financial decisions.
At Osprey Advisory, we take the guesswork out of QuickBooks. Our QuickBooks Consulting Services are designed to optimize your system, clean up your data, and make your reports meaningful — so you can rely on your numbers and run your business with confidence.
Why QuickBooks Consulting Matters
Many businesses think of QuickBooks as “just bookkeeping software.” In reality, it’s a sophisticated financial management tool — if it’s configured correctly. When set up properly, QuickBooks can help you:
- Understand where your money is going
- Manage job costs, projects, and budgets effectively
- Streamline billing, reporting, and cash flow management
- Generate accurate, real-time financial insights
Unfortunately, we see too many businesses struggling with messy charts of accounts, incorrect categorizations, and unreliable financial statements. These issues not only waste time but can distort your understanding of your company’s true performance.
Our QuickBooks consulting services fix those problems and help you use the system as it was intended — as a strategic decision-making tool.
Our QuickBooks Consulting Services
Whether you’re setting up QuickBooks for the first time or overhauling a system that’s gone off track, Osprey Advisory offers hands-on expertise that aligns QuickBooks with your unique business needs.
QuickBooks Setup & Customization
We’ll help you configure QuickBooks from the ground up — including your chart of accounts, items, classes, and workflows. We tailor your setup to your industry, ensuring that the system reflects how your business actually operates.
QuickBooks Cleanup & File Review
If your data has gotten messy or unreliable, we’ll identify and fix errors, reconcile accounts, and bring everything current. We also provide a full review of your books to ensure reports are accurate and audit-ready.
Chart of Accounts Optimization
A clean, properly structured chart of accounts is essential for accurate reporting. We’ll simplify your account structure, eliminate redundancies, and align your categories with your business model and reporting needs.
Workflow Design & Process Improvement
From invoicing to expense tracking to job costing, we streamline your QuickBooks processes for efficiency. We’ll help you eliminate manual steps, reduce errors, and improve visibility across your financial operations.
QuickBooks Training & Support
We don’t just fix your system — we empower your team. We provide customized QuickBooks training for owners, bookkeepers, and staff to help everyone use the system correctly and confidently.
Who We Work With
Our QuickBooks consulting services are ideal for business owners and teams who:
- Feel their QuickBooks system “just doesn’t feel right”
- Need better reporting for decision-making
- Are switching from spreadsheets or another accounting platform
- Have grown and outpaced their original setup
- Are preparing for financing, a sale, or rapid expansion
We specialize in helping construction companies, restaurants, real estate developers, and professional service firms — industries that require detailed financial tracking, project-based accounting, and clear performance visibility.
Why It Matters
A properly set up QuickBooks system:
- Saves hours of manual work
- Reduces costly errors
- Delivers accurate, real-time financial information
- Enables better forecasting and decision-making
Why Choose Osprey Advisory
Unlike most QuickBooks consultants, we bring both technical and strategic expertise. As a CPA and MBA with over 20 years of experience, Bryan Lichau doesn’t just “fix” your QuickBooks — he helps you understand how to use it as a business intelligence tool.
With Osprey Advisory, you get:
✅ A properly configured QuickBooks system you can trust
✅ Real financial insights — not just reports
✅ CPA-level oversight and strategic guidance
✅ Training and support to ensure long-term success
We don’t believe in one-size-fits-all QuickBooks setups. We believe in building financial systems that support how you do business.
Get Clarity and Control Over Your Numbers
Your books should empower you — not frustrate you. Let’s make QuickBooks work the way it was meant to: efficiently, accurately, and strategically.
📞 Ready to clean up your QuickBooks and gain financial clarity?Contact Osprey Advisory today to schedule your QuickBooks consultation and take control of your financial data.