Setting Up One Bookkeeping: A Step-by-Step Guide

Getting Started with One Bookkeeping

Setting up One Bookkeeping is a straightforward process. This guide will walk you through the necessary steps to get your account up and running.

Setup Steps

  1. Create an Account: Visit the One Bookkeeping website and sign up.
  2. Input Your Business Information: Fill in your business details accurately.
  3. Customize Settings: Adjust settings to fit your business needs.

By following these steps, you can quickly start managing your finances with One Bookkeeping.

Amanda Beckwith

Amanda Beckwith is the Founder and CEO of ONE Bookkeeping LLC, established in 2023 to help small business owners gain clarity, structure, and confidence in their financial records.

Amanda has worked in the financial services industry since 2010, building more than 15 years of experience across banking, commercial lending, underwriting, and portfolio management. She began her career in retail banking and quickly advanced through branch leadership before transitioning into commercial and SBA lending. From there, she progressed into underwriting roles and ultimately served as a Portfolio Manager within commercial and SBA lending, overseeing loan relationships, conducting ongoing financial reviews, managing credit risk ratings, and ensuring compliance with SBA and lending regulations. Her portfolio management experience relates specifically to commercial loan oversight and borrower relationship management.

Her expertise includes SBA 7(a), 504, and USDA lending, financial statement analysis, credit risk assessment, and SBA Standard Operating Procedure compliance. After reviewing and underwriting hundreds of business financial statements from a lender’s perspective, Amanda understands exactly what financial institutions look for — and what business owners often overlook.

She now applies that depth of experience full time through ONE Bookkeeping LLC, helping clients maintain clean, accurate, lender-ready financial records that support long-term growth and financial stability.

Amanda is a Certified QuickBooks Online ProAdvisor and holds an Associate’s Degree in Business Administration, earned while working full time and raising her family. Her approach to bookkeeping is structured, disciplined, and grounded in real-world financial and lending experience — not theory.

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