Virtual Bookkeeping Services

We give you the financial reports so you can understand what's going on in your business.

  • We offer virtual bookkeeping packages that are tailor-made for your business needs on a monthly or quarterly basis.

Each package* includes:

  • Reconciliation of bank and credit card accounts
  • Preparation of financial statements
    These will help you understand where your business stands financially
  • Record and categorize transactions
  • Communication with your CPA or tax preparer 
  • Monthly phone or video chat (30 – 60 minutes)
  • And more!

*Pricing varies depending on the complexity of your business needs and your package preferences.

Additional Virtual Services

Clean Up*

  • Fix reconciliation discrepancies
  • Correct setup problems
  • Communication with your CPA or tax preparer for ease of tax filing
  • And more!

Set Up*

  • Evaluate your company’s software and accounting needs
  • QuickBooks Online software setup
  • Company books setup and caught up-to-date
  • And more!

Training

  • Virtual live and recorded training sessions
  • Answers to your questions and concerns for your business
  • And more!

*These services may require a retainer up-front and ongoing services range in price after completion of these services.

Additional services