Get Expert Help with QuickBooks from B&M Financial Management Services

Why Choose B&M?​

​How Can We Help? 

QuickBooks Setup

Start your books the right way.

Account Cleanup & Catch-Up

Get your records back on track.

QuickBooks Training

Build confidence using QuickBooks.

Monthly Support

Ongoing bookkeeping guidance.

QuickBooks Online Mastery

Self-paced online course.

Free Instant Download​

​Not Ready Yet?

Download our FREE QuickBooks Online Startup Checklist and learn the essential steps before setting up your books.

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What Our 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

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​Frequently Asked Questions

Do I need QuickBooks before working with you?

No. If you haven't purchased QuickBooks yet, we'll help you choose the version that's the best fit for your business and guide you through the setup process. If you already have QuickBooks, we'll review your current file and recommend the next steps.

Which QuickBooks plan is right for my business?

The right plan depends on your business size, industry, and bookkeeping needs. During your consultation, we'll discuss your goals and recommend the QuickBooks Online subscription that provides the features you need—without paying for extras you don't.

Can you fix my existing QuickBooks file?

Yes! We specialize in QuickBooks cleanup and catch-up services. Whether your books are behind, accounts don't reconcile, or your file contains errors, we'll organize your records, correct issues, and help get your books back on track.

Do you work remotely?

Yes. We proudly provide virtual QuickBooks services to businesses across the United States. Through secure online tools, we can assist with setup, cleanup, training, and ongoing support—no matter where you're located.

How long does setup take?

​The timeline depends on the size and complexity of your business. Most QuickBooks Online setups are completed within 3–7 business days, while more complex setups or businesses requiring historical data imports may take longer. We'll provide a personalized timeline after learning more about your needs during your consultation.

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Ready to Take Control of Your Books?

Whether you need setup, cleanup, training, or ongoing support, we're here to help you use QuickBooks with confidence.