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

Bookkeeping Made Simple with QuickBooks

Using QuickBooks, we make bookkeeping effortless while keeping your finances under control.
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.

Book your QuickBooks Setup session today and take control of your bookkeeping with confidence and ease.

What is included in Quickbooks Setup

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

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

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

Join our portfolio of clients

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat.

Frequently Asked Questions

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

What is QuickBooks Online Accountant, and how can it help my business?

QuickBooks Online Accountant is a tool designed to manage your finances, track expenses, and stay organized. At FM Bookkeeping, we guide you in using it effectively so you can make smarter business decisions with confidence.

Can I manage my bookkeeping with QuickBooks on my own?

Yes! QuickBooks makes DIY bookkeeping possible, but FM Bookkeeping can help set up your account correctly and provide tips to ensure your records are accurate and easy to maintain.

What’s the difference between QuickBooks bookkeeping and QuickBooks Live Bookkeeping?

QuickBooks bookkeeping allows you to manage your finances independently. QuickBooks Live Bookkeeping connects you with a professional bookkeeper.

How do I find a QuickBooks bookkeeper near me?

Finding a certified QuickBooks bookkeeper can be tricky. FM Bookkeeping offers virtual and personalized bookkeeping services, so you get expert support without worrying about location.

Is QuickBooks suitable for small business accounting?

Absolutely. QuickBooks is built for small businesses. With FM Bookkeeping, we help you set it up, track expenses, generate reports, and ensure your accounting is accurate, saving you time and stress.

How do I set up QuickBooks Online for my small business?

QuickBooks Online setup involves entering business details, linking accounts, and customizing your chart of accounts. FM Bookkeeping walks you through every step, ensuring your account is ready to manage finances efficiently.

Still have questions?

Build Your Custom Bookkeeping Package

Every business is unique, which is why FM Bookkeeping offers fully customizable bookkeeping solutions tailored to your needs. Choose the services, frequency, and level of support that fit your business so you can stay organized, compliant, and focused on growth.