Services
Five defined paths. Clear scope on every one.
QuickBooks Online is our current entry point. Whether your file needs to be built, corrected, taught, systemized, or supported month to month, each engagement has a written scope and a defined end state.
Build It
QuickBooks Online setup · Project · Available now
For owners starting fresh or moving off spreadsheets. We stand up a QuickBooks Online file that reflects how your business actually operates.
Learn more about Build ItWhat's included
- Chart of accounts built for your business type
- Customer, vendor, product and service lists
- Invoice, estimate, and statement templates
- Bank and card feeds connected and categorized rules set
- Sales tax, terms, and preference settings configured
- Walkthrough of the finished file
Fix It
Cleanup and correction · Project · Available now
For files that drifted. We correct the structure and the history so reports mean something again.
Learn more about Fix ItWhat's included
- Review of the existing file and a written findings summary
- Correction of miscategorized and duplicated activity
- Merge and cleanup of customer, vendor, and account lists
- Resolution of stale open invoices and unapplied payments
- Undeposited funds and unmatched transaction cleanup
- Handoff notes so the same issues don't return
Teach It
Owner and staff training · Session-based · Available now
For owners who want to run their own file confidently. Training on your file, not a generic demo account.
Learn more about Teach ItWhat's included
- Live screen-share sessions on your own QuickBooks file
- Invoicing, payments, deposits, and bill entry
- Receipt capture and documentation habits
- Reading Profit & Loss, Balance Sheet, and A/R and A/P reports
- Written step-by-step reference for the tasks covered
Systemize It
Repeatable financial routines · Project · Available now
For owners who know what to do but not when. We turn scattered habits into a documented weekly and monthly routine.
Learn more about Systemize ItWhat's included
- Weekly, monthly, and quarterly back-office checklists
- Document naming and folder standards
- Invoice and bill approval workflow definition
- Renewal and due-date tracking structure
- CPA-ready record routine so tax season isn't a scramble
Manage It
Managed invoicing & bill pay support · Ongoing · Limited capacity
For owners who keep their own QuickBooks Online file but want the recurring invoicing and bill pay workflow prepared for them. We prepare the workflow. You approve the action.
Learn more about Manage ItWhat's included
- Invoice drafting and routine follow-up on unpaid balances
- Entry of approved vendor bills
- Payment drafts prepared for your final review and submission
- Monthly activity summary
Who we help
Built for owner-led businesses.
Ideal fit
- Solopreneurs and owner-led microbusinesses
- Home service and mobile service businesses
- Consultants and coaches
- Salon suite and studio professionals
- Small contractors and trades
- Small offices without dedicated admin staff
- Owners who manage their own QuickBooks Online but need structure and support
Not a fit
- Businesses needing full monthly bookkeeping or a controller
- Businesses needing payroll processing
- Businesses needing tax preparation, audits, or CPA sign-off
- High-volume operations with complex job costing or inventory
- Clients who want a provider to approve bills or submit payments
Service boundary
Office Navigators provides project-based setup, cleanup, training, systems, and defined workflow support for QuickBooks Online users. We do not provide tax preparation, audits, legal advice, CPA services, payroll processing, financial advice, or general monthly bookkeeping. Clients remain responsible for business decisions, tax filings, bill approvals, payment authorization, and the completeness of information provided.
Not sure which path you need?
A short call is usually enough to tell.