---
title: "Done-With-You Bookkeeping Setup | MCC"
description: "Keep your own books without the mess: we set up your chart of accounts, bank feeds and categories with you on a live video call, then show you a 30-minute…"
url: "https://mcc-solutionsnj.com/bookkeeping/done-with-you-bookkeeping-setup"
---

For owners who want to keep their own books

# Set your books up right once, then run them yourself

Not ready for a monthly bookkeeper? We'll set up your software with you on a live call, fix what's already there, and leave you with a simple monthly routine you can actually keep up with.

[![Intuit ProAdvisor Gold tier badge](/img/credentials/intuit-proadvisor-gold.png)](https://proadvisor.intuit.com/app/accountant/search?searchId=matthew-coleman77)Gold tier in Intuit's ProAdvisor program. [See my Intuit listing](https://proadvisor.intuit.com/app/accountant/search?searchId=matthew-coleman77)

Keeping your own books? Tallyfinch does invoices, bank import and reports on your computer. [See Tallyfinch](/bookkeeping/mcc-books-downloadable-bookkeeping-software)

## Two packages, flat fees

| Package | What's included | Price |
| --- | --- | --- |
| **Setup** | A 90-minute video session: chart of accounts for your business, bank and card connections, categorization rules, invoice and expense setup, and a written monthly checklist. | $149 |
| **Setup plus cleanup** | Everything in Setup, plus we clean up this year's transactions first, reconcile your accounts, and do a 30-minute check-in after your first month on your own. | $299 |

Cleanup of more than one year, or more than 3 bank and card accounts, is quoted before we start.

## Works with

QuickBooks Online, Xero, Wave, FreshBooks and Zoho Books. Not sure which to use? We'll help you choose on the call.

## Comes with

- A chart of accounts that makes tax time simple
- Rules that categorize most transactions for you
- A 30-minute monthly routine, written down
- The recording of your session to rewatch

Rather hand it off completely? [Monthly bookkeeping](/bookkeeping/) · [Catch-up bookkeeping](/bookkeeping/catch-up)

## Questions

**Do you work with businesses outside New Jersey?**

Yes. The setup is done by video, so it works anywhere in the US.

**What if I fall behind later?**

Book a cleanup, or switch to monthly bookkeeping. Your setup carries over either way.

**Is this tax advice?**

No. We set up and organize your books. Your tax preparer advises on taxes.

Tallyfinch

### Books you keep on your own computer

Tallyfinch does invoices, bills, bank import, reconciliation and the main reports, in a file you own. $99 once, then $5 a month for updates; the app keeps working if you stop the plan. It does not do payroll or sales tax filing. The free download records up to 60 entries.

[See Tallyfinch](/bookkeeping/mcc-books-downloadable-bookkeeping-software) [Download it free](/tools/pro/trial/mccBooks) [Compare the three apps](/software)

## Get your books set up right.

Book a setup[Call (908) 444-6373](tel:+19084446373)