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

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
40
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.

I was 3 years behind on taxes mainly because my books were a mess. Mariel and her team came in and took on the challenge and cleaned up my books. It was quite the challenge and she was extremely organized and patient with me as I struggled to recollect information from so long ago. Now we have a solid game plan, a system in place and I haven't felt this confident with my finances in years. Thank you Mariel for all your help and I look forward to working with you ongoing!

Diego

Owner, Pine Palmers & House

Join our portfolio of clients

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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.

Still have questions?