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Our virtual bookkeeping services provide real-time access to financial data, simplified collaboration, and a high level of data security. As skilled bookkeepers, we are experts with numbers and will ensure that your income and expenses are recorded accurately, giving you a clear view of your financials. We understand the importance of keeping your money safe, and take great care in keeping your information confidential and secure.
What We Do
What We Do
All services provided virtually
Monthly bookkeeping services, including transaction monitoring and financial reports
Monthly bookkeeping services, including transaction monitoring and financial reports
Transaction management
Reconciled accounts
Financial reports & monthly review
Year-end digital report package (for your tax preparer)
Perform annual and quarterly tax preparation and filing services
Perform annual and quarterly tax preparation and filing services
Personal tax returns
Entity/business tax returns
Estimated tax payments
Sales tax reports
Empowering business owners who prefer to manage their own books with our expert support
Empowering business owners who prefer to manage their own books with our expert support
Quarterly review with tailored, actionable feedback
Unlimited access to our DIY video library
Monthly group town-hall Q&A call
Optional one-on-one meetings
Strategic financial leadership to help your business achieve lasting growth
Strategic financial leadership to help your business achieve lasting growth
Virtual Controller and CFO-level guidance
Development of internal controls for secure operations
Compliance monitoring and best practices implementation
Advanced custom financial reporting
Our 3-step process will have you on track to meet your goals in no time!
Our 3-step process will have you on track to meet your goals in no time!
Step 1: Analyze
We work with you to clarify your goals. Then we do an analysis of where you are now with your practice finances compared to your goals.
Step 2: Customize
We customize our bookkeeping services to help you fulfill your goals. This includes creating financial reporting that is specific to you and easy to understand.
Step 3: Optimize
Bookkeeping is historical. Optimization means that we study the past to affect positive change on future finances. This is how you will meet and exceed your business goals.
Jennifer
Jennifer
Owner | Accountant
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