Behind on QuickBooks, or never set it up?

Get a free starting plan for your New York business. Type your business name, pick your state record, and the plan is on screen in under a minute. No logins, no documents, no meeting.

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For New York corporations and LLCs. Built from your public Department of State record and the bookkeeping practices that fit your entity type.

Example plan from a public business record

PRECISION PLUMBING & PIPING LLC

Entity type: domestic limited liability company
NY filing date: 2024-09-03
County: Franklin
DOS ID: 7410853

New York Department of State via Open NY ↗
Retrieved 2026-09-15 from the monthly dataset snapshot

Your next steps

Recommended practices for your entity type and catch-up bookkeeping.

Give the catch-up work a clear starting point: Find the last month each business account was reconciled against its statement. Work forward from there, one account and period at a time. A defined starting point keeps the scope focused and makes progress easier to check.
Match payments before adding them again: When a bank transaction belongs to a payment already entered in QuickBooks, match it to that payment. Adding it as another sale can duplicate the entry. Once payments are linked correctly, use the remaining invoice balances to decide who needs a reminder.
Make the finished reports useful: Give owner contributions and withdrawals their own place in your records. Ask your accountant how they should be classified for your LLC. That makes it easier to distinguish money earned by the business from money moved by its owners. Our accounting team can scope the periods to complete and hand over a list of completed work and remaining questions.

QuickBooks guidance: Matching bank transactions ↗ and Owner equity ↗

A real plan for a real New York LLC. See the whole example, or make yours from your own record.

Which one is you?

Two free plans, one for each situation. Pick the one that matches and you get a plan written for it.

Already using QuickBooks

Free catch-up review

Your books fell behind and you need a clear place to start. Tax time, a loan, or a letter from the IRS is usually the push.

Where to start the catch-up and how to keep the scope small
How to match payments so sales are not counted twice
What to agree with your accountant before the work begins

Get my free catch-up reviewJust formed your business

Free setup plan

You are starting to work for yourself and want QuickBooks set up right the first time, without guessing.

How to keep owner money separate from business money
How to see what customers still owe you
What to bring into QuickBooks in the first month

Get my free setup plan

How it works

You do the first step. The rest happens on the page.

Type your business name
We search the New York Department of State records and show the matches. You pick yours.
Read your plan on screen
The plan combines your registration details with the practices that fit your entity type. Save or print it.
Decide if you want help
Waqas Hussain, the accountant who does the paid work, follows up by email. You agree scope and price before anything starts.

Read before you start

Short guides that answer the questions owners bring to the first call. All guides.

How to catch up on bookkeeping when you are months behind

Where to start, what to gather, and the order that keeps the job small.

Undeposited Funds in QuickBooks: what it is and how to clear it

Why the balance keeps growing and how to clear it without counting sales twice.

Setting up QuickBooks Online for a new New York LLC: the first hour

Company settings, a small chart of accounts, the bank connection, and what to leave out.

What the free plan is, and is not

Straight answers so you know what you are getting.

It is

Built from your official state record, with the source linked
Specific to your entity type, corporation or LLC
Free, on screen, and yours to keep
Followed by one email from a real accountant, not a drip campaign

It is not

A look inside your QuickBooks file. We never ask for logins or statements at this stage.
Tax or legal advice for your situation
A quote. Paid work is scoped and priced on a call, after you have read the plan.

Who you will talk to

Waqas Hussain of Morphology Tax does the paid bookkeeping. He is the accountant on the 15-minute call.

Book a 15-minute call with Waqas

What his firm does

Bookkeeping, plus accounts receivable and payable
Payroll and HR, including state filing and W2 and W4 processing
Tax preparation and tax planning
Works with Gusto, QuickBooks and ADP
Serves New York, New Jersey, Connecticut, Pennsylvania, Maryland and Chicago
Appointments in person or virtual

Firm details from morphologytax.com. Contact: 914-220-2292, [email protected].

Common questions

What owners ask before they try it.

What if my business is not in the state records?

Sole proprietors and businesses registered outside New York are not in the dataset we search. You can still book a 15-minute call with Waqas and describe your situation.

Who sees my email?

Waqas Hussain at Morphology Tax, who delivers the paid work, and Shakur at CodeMyVibe, who runs this site. Nobody else. You get one follow-up email.

Do I have to use QuickBooks?

Both plans are written around QuickBooks Online because that is what the paid work covers. The record and entity-type advice apply to any bookkeeping system.

Is this connected to Intuit?

No. Books Current is independent of Intuit. QuickBooks is a trademark of Intuit Inc.