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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
Prepare a new QuickBooks Online account for you and enter current financial information
Prepare a new QuickBooks Online account for you and enter current financial information
Complete review of financial performance
Recommendations for efficiencies and corrections
QuickBooks Online account creation
Chart of accounts & bank feed set up
Exporting & importing data
Application customization
Comprehensive review of current financial software, including account corrections and financial statement preparation
Comprehensive review of current financial software, including account corrections and financial statement preparation
Complete review of financial performance
Recommendations for efficiencies and corrections
Review and cleanup transactions
Reconcile accounts
Financial reports
Full suite of business formation services for a new or expanding business
Full suite of business formation services for a new or expanding business
Entity formation
Business Name Search & Registration
Business Licenses & Permits
Registered Agent Services
Federal Tax ID Numbers (EIN)
Payroll Tax Registration
Helping your small business stay in compliance with federal, state and local government
Helping your small business stay in compliance with federal, state and local government
Compliance Monitoring & Alerts
Operating Agreements
Initial & Annual Reports
Registered Agent Services
Articles of Amendments
Articless of Dissolution
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 and Bookkeeping Professional
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