Service Description

QuickBooks Setup – One-Time Service for DIY Business Owners Are you a very small business owner, startup, or independent contractor looking to manage your own bookkeeping but need help getting started? Budget Balancers Bookkeeping offers a one-time QuickBooks Setup service designed to set up your financial records quickly, accurately, and efficiently—so you can take control of your books with confidence. What’s Included in the QuickBooks Ledger Setup? ✅ QuickBooks Software Selection & Setup – Guidance on choosing the right QuickBooks version for your business (Online or Desktop). ✅ Chart of Accounts Customization – Creation of a simple, easy-to-use ledger tailored to your specific business needs. ✅ Income & Expense Categories – Pre-configured categories for tracking revenue and business costs correctly. ✅ Bank & Credit Card Setup – Linking accounts (if desired) for easy transaction tracking. ✅ Invoice & Payment Basics – Setting up invoice templates and payment tracking for smooth record-keeping. ✅ Basic Tax Organization – Ensuring your books are structured for simple tax reporting. One-Time Training & Guidance Once your ledger is set up, I provide personalized training on how to maintain your books, including: 📌 Entering income & expenses properly to avoid common mistakes 📌 Reconciling transactions so your books stay accurate 📌 Generating simple financial reports to track your business growth 📌 Best practices for staying organized and compliant year-round Important Note: 💲 This service does not cover the monthly QuickBooks subscription fee, which must be paid directly to QuickBooks. Why Choose Budget Balancers Bookkeeping for Quickbooks Setup? ✔ QuickBooks Certified – With Level 1, Level 2, and Payroll certifications, I ensure your books are set up correctly from the start. ✔ One-Time, No Ongoing Commitment – Perfect for DIY business owners who need a strong foundation without monthly bookkeeping fees. ✔ Affordable & Stress-Free – Get your QuickBooks set up right the first time without wasting time or money on trial and error. One-time setup, long-term success! Let’s get your QuickBooks ledger in place so you can confidently manage your business finances. 📩 Email: katrina@budgetbalancers.com | 📞 Call: +1 260 207 4459 📍 Based in Huntington, IN | Serving businesses remotely and locally