QuickBooks Setup & Customization

Getting started with QuickBooks can feel overwhelming — but it doesn’t have to be. At B&M Financial Management Services, we specialize in setting up and customizing QuickBooks Online so it works specifically for your business.

Whether you’re launching a new business, switching from another platform, or finally ready to organize your finances, we’ll walk you through a step-by-step setup that saves time, reduces errors, and gives you a clear financial picture from day one.

What’s Included in Your Setup:

QuickBooks Online subscription selection and setup
Company profile creation with your business details
Chart of accounts tailored to your business type
Bank and credit card connections
Sales tax setup (if applicable)
Customized invoice templates and payment settings
Basic training on how to navigate and use QuickBooks confidently

Why Customization Matters:

Every business is unique. That’s why we don’t use a one-size-fits-all approach. Your setup is personalized to fit your industry, goals, and workflow — so your books stay organized and your reports actually make sense.

Ideal For:

New business owners and startups
Solopreneurs and freelancers
Businesses switching to QuickBooks Online
Anyone tired of DIY errors and guesswork

Ready to Get Started?

Let’s take the guesswork out of your finances and set up QuickBooks the right way.

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Exclusive Discount!
Get a discount on your monthly QuickBooks Online Subscription

We offer our clients an exclusive discount on their monthly QuickBooks Online subscription — for the life of your plan!

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Bundle & Save

Ask about our QuickBooks + Financial Coaching Packages for deeper financial insight and support!

Start a FREE 30-Day trial with QuickBooks Online and receive 30% Off standard rate for 12 months.

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What Clients are Saying:

"We are very satisfied with choosing your company to provide our bookkeeping services. With your vast knowledge and experience, you were able to create an organized accounting system - which we continue to follow, collect on our past-due billings and consult with us on our accounting issues. Thank you for your support."

Maurice, President, Ecom Works, Inc.

"The QuickBooks training was very informative and easy to understand. I would certainly recommend the training services."

Joan Newton JB Cruise & Tours, Inc

"It was great learning the basic function of using QuickBooks software program. Theresa answered all our questions and navigated through each feature of the program. It was a pleasure training with her. She made it easy and less scary. I would definitely recommend her."

Ann & Barbara, JEM Architectural, Inc