Chart-of-accounts kits, close checklists, and cleanup guides from a QuickBooks Online ProAdvisor who has operated a distillery, a manufacturer, and a construction company — not just kept their books.
Every kit is the setup I use in real client files — industry-specific accounts, COGS mapping, and the workpapers your CPA actually wants at year-end. Instant download, built for QuickBooks Online.
Every template and guide below, in one download — plus lifetime updates as tax rules and QBO change.
Purpose-built for distilleries, breweries, and cideries on QBO.
Get inventory, WIP, and cost of goods flowing correctly in QBO.
Track fleet assets, depreciation, and per-unit profitability.
The exact close routine I run on client files, start to finish.
Find and fix what's wrong before it costs you at tax time.
Structure books for an LLC with multiple DBAs — cleanly.
Each kit includes an importable QBO file plus a plain-English setup guide. Most owners are up and running inside an hour.
Nothing here is theoretical. These are the structures running in working distilleries, shops, and rental fleets right now.
If a kit doesn't fit your business, reply to your receipt and you'll get a refund. No forms, no friction.
Fixed-scope, fixed-price engagements — no hourly billing surprises.
Your QBO file diagnosed, repaired, and reconciled — delivered CPA-ready with a written summary of everything fixed.
Transactions categorized, accounts reconciled, and financials in your inbox by the 10th. Every month, no chasing.
The monthly close plus operator-level insight: margin analysis, cash flow forecasting, and a standing monthly call.
I'm Elena — a QuickBooks Online ProAdvisor based in Montana's Bitterroot Valley. Before bookkeeping was my business, it was my problem: my husband and I have co-built and run companies across distilling, manufacturing, construction, and equipment-heavy operations.
That's why these templates exist. Most bookkeeping advice is written by people who've never had to make payroll during a slow quarter or explain a COGS swing to a lender. Mine is.
Short, practical emails for owner-operators — the mistakes I find most in real files, and how to fix them before your CPA bills you for it. Unsubscribe anytime.