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.

Before hiring Mariel I was spending countless hours trying to keep up with the monthly bookkeeping. Now, I'm able to put significantly more time and energy into growing my business and increasing revenue. In addition to balancing the books, Mariel answers my questions promptly and provides me with thoughtful guidance. With her help, I've been able to put systems in place that keep my company running smoothly.

Victoria

Founder & CEO, Victoria Fry

Mariel is amazing! I typically hate talking about my finances and avoid it like the plague. Mariel makes the process painless and she’s so kind and professional. I don’t know where I would be without her!

Kendall

Founder, Shine Brightly

As an entrepreneur who has gotten more and more busy, I couldn't manage it anymore and quite frankly I didn't want to. In comes Mariel!!! Her knowledge and organization has been a game changer for me and my business and I am so grateful for her! Hire her and I know you will be pleased, too.

Valerie

Owner, The Charleston Home

If you're a small business owner looking for peace of mind and financial insights, Mariel is your answer. She has been extremely helpful, her clarity and explanations have been a breath of fresh air. Her attention to detail and ability to explain financial concepts gave me the confidence to finally understand our business's numbers. I'm no longer dreading year-end, and thanks to Mariel, I can approach taxes with confidence.

Kandess

Owner, Drunk Tony's Italian Food Truck

Victoria

Founder & CEO, Victoria Fry

Kendall

Founder, Shine Brightly

Valerie

Owner, The Charleston Home

Kandess

Owner, Drunk Tony's Italian Food Truck

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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.