Accounting software

10 QuickBooks consultants

These ten QuickBooks consultants and implementation specialists have provided QuickBooks consulting, setup, training and cleanup work for their clients. Readers can learn how an experienced QuickBooks consultant approaches a new company file, a messy set of books and training for the people who use QuickBooks every day.

10 professionals10 companiesData retrieved September 29, 2026

Professionals to explore

01—10
  1. Doug Milne

    LinkedIn

    Experience: Owner ProAdvisor · Soft-Pak

    Owner ProAdvisor at Soft-Pak since 1996. His profile lists QuickBooks consulting, setup and implementation of company files, training, data repair, custom forms, reports and financials, outsourced accounting and CPA liaison work for small businesses. He also held a Software Support Training role at Realpage (1996–2004).

  2. Gustavo Morles

    LinkedIn

    Experience: Managing Director (Owner) · Miami QuickBooks Unlimited

    Former Managing Director (Owner) of Miami QuickBooks Unlimited (2003–2026), a practice his profile says provides consulting, installation and training in all QuickBooks products. His profile describes him as a retired bookkeeper and QuickBooks Certified ProAdvisor, and he was also an Adjunct Professor at University of Miami Business School (2018–2024).

  3. Mindi Perrotta, CPA, MBA

    LinkedIn

    Experience: Founder Certified Advanced QuickBooks ProAdvisor · Mindi Perrotta, CPA

    Founder Certified Advanced QuickBooks ProAdvisor at Mindi Perrotta, CPA since 2005. Her profile describes solving multi-year QuickBooks messes, preparing well-documented tax-ready books and creating solutions for businesses where QuickBooks does not work out of the box, along with accounting outsourcing for CPAs and businesses. She was a Staff Accountant at AG Associates (2001–2005).

  4. Neal Coogler

    LinkedIn

    Experience: Owner · All About Business Services

    Owner of All About Business Services since 2006; his profile says the firm provides QuickBooks consulting and bookkeeping services to small non-profits and for-profit service businesses and builds client tech stacks of curated third-party apps with QuickBooks. He was Executive Director at Peninsula Executives Association (2006–2014).

  5. Nicole Bachelor

    LinkedIn

    Experience: Bookkeeper and QuickBooks Setup Training Consultant · Nicole Bachelor Consulting

    Bookkeeper and QuickBooks Setup Training Consultant at Nicole Bachelor Consulting since 2009. Her profile describes her as a certified QuickBooks ProAdvisor and QuickBooks consultant who handles full-cycle bookkeeping, payroll, sales tax filing, account reconciliation and reporting. She was IT Service Manager at Hewlett Packard Enterprise (2004–2011).

  6. Pam Hardoy

    LinkedIn

    Experience: QuickBooks Consultant, Accountant, Owner · Hardoy Consulting

    QuickBooks Consultant, Accountant, Owner at Hardoy Consulting since 2008. Her profile describes her as an accounting and software consultant for small to medium sized businesses and lists QuickBooks Certified ProAdvisor and accounting and QuickBooks consulting among her specialties. She was Senior Accountant at Castelle (2005–2008).

  7. Sherene Blankenship

    LinkedIn

    Experience: President · SMB QB Consulting, Inc.

    President of SMB QB Consulting, Inc. since 2011. Her profile says she provides assistance and training with QuickBooks Online or Desktop set-up and implementation, and describes her as an Advanced QuickBooks Online and QuickBooks Desktop Pro Advisor. She was Accounting Manager at Teamwork Commerce (2007–2010).

  8. Suzanne Linn

    LinkedIn

    Experience: Business Owner CPA Accounting & QuickBooks Training-Consulting · Suzanne Linn, CPA a Professional Corporation

    Business Owner CPA Accounting & QuickBooks Training-Consulting at Suzanne Linn, CPA a Professional Corporation since 1995. Her profile says she serves individuals and businesses in the Orange County region with tax and accounting needs, including tax returns for small to medium-sized businesses. She was also Tax Manager - Part Time at BCH Consulting Inc (2013–2020).

  9. Tracy Hammett

    LinkedIn

    Experience: Quickbooks Consultant Accountant · Advancial Business Systems

    Quickbooks Consultant Accountant at Advancial Business Systems since 2011, and Bookkeeper there from 2007 to 2011. The profile says Tracy provides QuickBooks training, cleanup and monthly, quarterly or annual maintenance for a variety of small businesses, working both onsite and remotely.

  10. Viviana Mendez

    LinkedIn

    Experience: Owner and Founder · Forest Hill Consulting Services Co

    Owner and Founder of Forest Hill Consulting Services Co since 2016. Her profile describes Certified QuickBooks Pro Advisor consulting and training that walks clients and their employees through QuickBooks in person or virtually, covering QuickBooks Desktop, QuickBooks for Mac and QuickBooks Online. She also lists Certified Pro Advisor in Spanish at Doral Chamber of Commerce since 2013.

Choose the right perspective

Match the consultant's focus to your need, for example a first-time setup, a multi-year cleanup, staff training or ongoing bookkeeping. Ask which QuickBooks editions they work in most and how they hand off to your CPA or in-house team.

Questions to take into the conversation

  1. 01What should be decided before setting up a new QuickBooks company file, such as the chart of accounts, items and classes?
  2. 02How do you approach cleaning up QuickBooks books that are months or years behind?
  3. 03When does it make sense to move from QuickBooks Desktop to QuickBooks Online, and what usually goes wrong in the switch?

About this directory

This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.

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