Need a Virtual Bookkeeper?
We do your bookkeeping for you, so you can focus on running your business.
Affordable
Here's what you get
Let your virtual bookkeeper handle your bookkeeping along with these other amazing services
Financial Overview
After account setup is complete, when you log into your dashboard, you will always be greeted by an overview of your business finances, including balances, graphs, trends, and any alerts from your personal bookeeper.
Account Reconciliation
Every month, your books will be compare with your bank and credit card account statements, and any adjustments needed will be made to endure your financial reports are accurate and you are ready for tax season!
Daily Balances
You’ll be able to log into your account and see all your current balances of linked bank and credit card accounts right on your dashboard. One location, one login for all.
Monthly Reports
Use the reporting tab in the menu on your dashboard to see your monthly, quarterly and yearly financial reports.
Full Service payroll Processing
We will prepare weekly, biweekly, monthly, or even sporadic payroll. this will include checks and direct deposits, processing employer tax payments and payroll tax fillings, and of courses, bookkeeping for the payroll transaction You’ll no longer
Tax Planning
Who of us wouldn’t love to get a tax refund at tax season? It’s our pleasure to give you invaluable tips while preparing your books in a way that may limit your tax liability.
Invoicing and Credit Control
Invoicing and Credit Control
We will create and send out your invoices on your behalf, but also follow up with your customers to ensure that you receive payments timely.
Budgeting & Analysis
Budgeting & Analysis
With your Personal Bookkeeper, create a budget that works for you. Receive a monthly analysis report of how you’ve done compared to your budget, as well as advice and alerts from your bookkeeper when you are approaching or have exceeded your limits.
2 DBA Filings a year
2 DBA Filings a year
Is your business growing? Let us file the fictitious business names for you. We will prepare the paperwork, send it to you for signature, you send it back, and we do the filing. We’re here to make your life easier.
Annual 1099-Misc Filings
Annual 1099-Misc Filings
While this task is necessary to stay in compliance with IRS guidelines, it can be a task that raises a lot of questions: Should I or shouldn’t I 1099 this or that vendor? No worries, we got your back. We will generate, send out, and file these forms for you.
Catch-up Bookkeeping
Catch-up Bookkeeping
If you’ve fallen behind on your books, don’t let this stress you out. This aspect of our service will not only help you get caught in no time, but will also save you money with the IRS. On average, we’re able to bring your books up to date within 2-5 weeks.
Need an Accountant?
Need an Accountant?
Having an accountant on your side will take your business even further, saving you from potential financial pitfalls. We can connect you with a trusted accountant who will not only advise you but will help you by getting your taxes filed.
Simple Software & Clean Monthly Reports
Use the reporting tab in the menu on your dashboard to see your monthly, quarterly and yearly financial reports.
Apps We Use
Happy Customers
I was nervous about working with an online bookkeeping company and it was coming down to the wire on my tax extension for last year. I came across their website and Janelle was very patient with me. My books were seriously a mess and she helped organize my stuff. Initially I wanted to use their company to help me catch up but after working with Janelle, I decided to let them take over my books. Thanks Janelle!
I like the fact that your service is easy to use and affordable. I run a small online boutique store and I don’t have a complicated bookkeeping process but I still don’t like dealing with numbers. It’s nice to know that I am well taken care of.
It’s not everyday that you meet people that you trust to handle your finances specially people that you have not met before. I have nothing but good things to say about this company. Although they’re new, they don’t act like a new business. Miriam is my bookkeeper and she’s very attentive and goes above and beyond to make sure that I am aware of what’s going on with my finances.
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Questions?
Email us at [email protected]
