QuickBooks Setup

Properly set up QuickBooks for your business and learn tips + tricks to make sure you have everything you need to DIY your bookkeeping

Get started Schedule a Discovery Call

A bit about QuickBooks

and why we use it to organize, streamline, and maintain our clients' finances

650+

business apps QuickBooks integrates with

$3.5k

saved on average in annual taxes

84%

users report that it has helped their business grow

hours per month small business owners save by using QuickBooks to manage their finances

Get expert setup for your DIY bookkeeping

In our QuickBooks Setup service, we take you through a two-hour virtual call where we will walk you through how to properly setup your QuickBooks account so you can feel comfortable DIY-ing your bookkeeping.

We will end by showing you some of our most-loved tips + tricks that we use for our clients that will keep everything organized and prepared at your fingertips.

What all is included

During the virtual call, we will cover:

Setting up your QB Account

Linking your bank accounts

Entering your entity and EIN

Selecting the chart of accounts that makes sense for setting up your taxes

Ready to book our QuickBooks Setup service? Let’s get started

Client testimonials

Our bookkeeping services have a positive impact on our clients' operations, which they love.

Best decision ever!!!

Gervase

My books were a M E S S when I was recommended to Mariel. She has been so kind and patient and always takes a second to explain anything I don’t understand. I don’t trust anyone else with my books!

Stephanie

Mariel is just fantastic. She is so patient and helpful when it comes to navigating business finances. She has helped me on countless occasions to make sure I am reconciling my expenses the correct way. Hiring a bookkeeper is hands down a MUST!

Allie

Owner, The Wandering Taps

I’ve been using Mariel and her team for my business bookkeeping needs for about 3 years now! I do not have a business background so when I came to her, I was very lost. She got my quickbooks cleaned up and ready to turn over to my accountant for taxes. She’s always there to answer my questions or direct me to one of her accountant partners. Her bookkeeping services have been invaluable for my businesses! I’d be lost without her. Highly recommend!!

Meredith

Owner, Charleston Bachelorette

Best decision ever!!!

Gervase

Stephanie

Allie

Owner, The Wandering Taps

Meredith

Owner, Charleston Bachelorette

Mariel has absolutely saved my business and cleaned up a lot for me. I’ve worked with prior bookkeepers and she is unmatched. She also works really hard to connect you with other people who will help you well rounded, such as CPA’s and payroll. She is fantastic and I recommend her to all my other business owners and friends!

Gretchen

FAQs

We have some commonly asked questions we like to cover for your convenience

What’s a bookkeeper? And what is the difference between a CPA and a bookkeeper?

A bookkeeper is someone who records and maintains financial transactions for a business or organization to ensure accurate and up-to-date financial records. The biggest difference between a CPA (Certified Public Accountant) and a bookkeeper is that CPAs are licensed professionals who can provide a wide range of financial services including auditing, tax planning, and strategic financial advice, while bookkeepers focus primarily on recording financial transactions and maintaining accurate records.

What are the main duties of a bookkeeper?

The main areas we cover are recording financial transactions, managing accounts receivable and accounts payable, generating financial reports, assisting with tax preparation, and data organization and accuracy.

What reports are included in our Monthly Bookkeeping service?

As part of our Monthly Bokkeeping service, we pull and email you four main reports: Profit & Loss Report, Balance Sheet, Statement of Cash Flow, and Profit & Loss by Month

Why hire a bookkeeper?

Accuracy, time-saving, cost efficiency, organization, financial reporting, and peace of mind just to name a few. Hiring a bookkeeper should take things off your plate so you can focus on the growth of your business.