Bookkeeping and QuickBooks Training

Build confidence in your books with practical bookkeeping and QuickBooks training from Porter Accounting LLC. Learn to organize records and streamline workflows, then add controller-level close, GAAP financial statements, ASC 606 revenue recognition, audit readiness, or an ERP move when you outgrow the basics. Virtual support is available across the United States, with appointment-based service around San Francisco.

Accountant providing bookkeeping and QuickBooks training to a business owner

Bookkeeping, QuickBooks & Advisory Services

Controller close, GAAP and ASC 606 reporting, audit readiness, and ERP setup, supported by practical QuickBooks training and bookkeeping.

Controller Services

Month-end and year-end close oversight, financial data review, accrual adjustments, and reporting accuracy once your QuickBooks file is structured and current.

GAAP Financial Statements

Prepare GAAP financial statements for lenders, investors, and stakeholders from a clean, well-organized accounting system.

ASC 606 & Audit Readiness

Set up revenue recognition under ASC 606, maintain deferred revenue schedules, and organize reconciliations and support for your external auditors.

ERP & Accounting System Setup

Implement and optimize QuickBooks, Xero, NetSuite, or Acumatica with a chart of accounts and workflows designed around your operations and reporting needs.

QuickBooks Setup & Training

Set up and optimize QuickBooks workflows, including chart-of-accounts design, and learn the processes that keep your books consistent.

Monthly Bookkeeping & Payroll

Keep records current through transaction recording, account reconciliation, monthly statements, and payroll activity aligned with your books.

Bookkeeping Cleanup

Catch up overdue bookkeeping, correct errors, and organize financial records so your books are ready for lending decisions, investor review, or audit preparation.

Practical Financial Clarity

Set Up Your Books For What Comes Next

Porter Accounting LLC helps growing businesses move beyond confusing or incomplete records with practical bookkeeping and QuickBooks support. A well-designed chart of accounts and consistent workflows do more than tidy the books: they make a disciplined month-end close, GAAP financial statements, ASC 606 revenue schedules, and audit preparation far easier. Virtual service is available nationwide, with in-person support around San Francisco by appointment.

Business owner learning QuickBooks bookkeeping workflows with an accounting professional
The Porter Difference

Why Choose Porter Accounting LLC?

Get experienced financial support without the complexity of a large accounting firm.

Practical Expertise

Hands-on experience across bookkeeping, GAAP reporting, ASC 606, ERP implementations, audit readiness, and financial management.

Tailored Support

Solutions are shaped around your accounts, workflows, transaction activity, and business goals.

Clearer Numbers

A well-built QuickBooks file supports a faster close, reliable GAAP reporting, and cleaner audit preparation.

Virtual Access

Support growing businesses across the United States, including appointment-based service around San Francisco.

Meet the Founder

Experienced financial leadership for growing businesses and complex accounting needs.

Portrait of Thao Porter, Accounting Leader at Porter Accounting LLC

Thao Porter, MSA

Accounting Leader

Thao Porter is an experienced accounting leader with over a decade of expertise supporting growing companies across SaaS, manufacturing, construction, consumer packaged goods, retail, and franchise industries. As the Accounting Leader at Porter Accounting LLC, she specializes in GAAP reporting, revenue recognition under ASC 606, ERP implementations, and audit readiness. Thao has a proven track record of streamlining close processes, improving cash flow, and strengthening internal controls for the businesses she serves. She partners closely with executive teams to enhance financial visibility and support strategic decision-making, helping clients move beyond basic bookkeeping toward clear, actionable financial insight. Holding a Master of Science in Accounting, Thao is committed to delivering practical, high-quality financial guidance to growing businesses throughout the United States, ensuring every client gains confidence in their numbers and their path forward.

Frequently Asked Questions

What does a QuickBooks consultant do?

A QuickBooks consultant helps businesses set up, organize, and improve their accounting system. Support may include designing the chart of accounts, creating efficient workflows, reviewing bookkeeping practices, correcting errors, reconciling accounts, and helping business owners understand reports. Porter Accounting LLC can also connect QuickBooks processes with broader bookkeeping, financial reporting, payroll support, and business planning needs.

What is included in bookkeeping and QuickBooks training?

Can you help clean up overdue or inaccurate books?

Do you provide monthly bookkeeping after training?

Can you set up QuickBooks for a new business?

Do you support accounting systems besides QuickBooks?

Are bookkeeping services available virtually?

How do I get started with bookkeeping or QuickBooks support?

Can Porter Accounting LLC help beyond bookkeeping and QuickBooks?

Can you help set up QuickBooks so we are ready for an audit?

Can QuickBooks handle ASC 606 revenue recognition?

Ready For Clearer Books?

Talk with Porter Accounting LLC about practical bookkeeping and QuickBooks support.

Service Areas

Virtual support is available nationwide, with appointment-based in-person service around San Francisco.

United States

Virtual Coverage

San Francisco

In-Person Area

By Appointment

Service Format

Need Support In Your Area?

Ask about virtual or appointment-based in-person bookkeeping assistance.

Bring Clarity To Your Books

Share your bookkeeping, QuickBooks, or reporting needs and learn which support option, from training to controller services, fits your business.

Contact Us Today

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