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Is QuickBooks Online Required to Work with FPG-USA?

❓Is QuickBooks Online (QBO) Required to Work with FPG-USA?​

🔹 Short Answer:

  • Yes — QBO is required for bookkeeping, cleanup, accounting, and reporting services.

  • No — QBO is not strictly required for standalone CFO advisory, but it is strongly preferred for visibility, accuracy, and efficiency.

🔹 Why We Require QBO for Most Services:

FPG-USA is a certified QuickBooks Online ProAdvisor firm. Standardizing on QBO ensures we can deliver:

  • Faster and more accurate service

  • Secure remote access for clients nationwide

  • Consistent, audit-ready reporting

  • Cleaner, more scalable accounting systems

 

QBO is required for monthly bookkeeping, accounting, diagnostic audits, and financial cleanup. If you're not yet on QBO, we can assist with a smooth migration.

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🔹 CFO Advisory Flexibility:

For CFO advisory services, we are more flexible. If you use another accounting platform or have internal finance staff that can reliably provide reporting, we can often work with what you have.

 

However, if your systems are inconsistent or outdated — or if timely, accurate data cannot be maintained — we may recommend migration to QBO or a revised engagement scope.

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✅ Summary: When QBO Is Required ​​​​​​​​​​​​​​​​​​​​​

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🔧 Additional Clarification​

Note on Financial Services Engagements:
Our ability to deliver high-quality CFO advisory, bookkeeping, and accounting services depends on timely access to accurate and complete financial information. If such information is not consistently provided — whether due to delays, disorganization, or lack of cooperation — we may recommend migrating to QuickBooks Online or adjusting the scope of the engagement. Ongoing collaboration is essential to achieving successful outcomes.
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🚀 Is FPG-USA CFO Advisory a Fit for You?

Whether you’re using QuickBooks, another accounting system, or just spreadsheets, our CFO advisory model is designed to meet you where you are — and help you move forward with clarity.

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FPG-USA works with business owners, founders, and investors who want strategic insight without the overhead of a full-time CFO.

 

​👉 Let’s Talk — Explore How FPG-USA CFO Advisory Could Work for You ›​​​​​​

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Ph:  417-862-4710
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