Client Portal

Virtual Bookkeeping Services
Here is a quick glance of our package and service offerings!

Get Your Finances in Order:
Clean-up &
Catch-up
Services

Has your bookkeeping fallen behind? Don't worry! Our expert team specializes in bringing order to chaos. With our bookkeeping clean-up and catch-up services, we'll meticulously organize your financial records, reconcile accounts, and ensure everything is accurate and up-to-date. Say goodbye to stress and hello to financial clarity with our professional assistance.

Stay in Control with CFO:
Weekly Cash Flow Operations Package

Maintaining accurate and timely financial records is vital for the health of your business. Our CFO (Cash Flow Operations) package offers you peace of mind with weekly bookkeeping that keeps you on top of your finances. From reconciliations and expense tracking to real-time cash flow monitoring, job costing or project tracking, and detailed reporting, our expert team ensures your books are always current and accurate. Focus on growing your business while we manage your finances with precision and care—every week.

Stay Ahead with
our Seamless:
Monthly
Bookkeeping
Package

Maintaining accurate financial records is crucial for business success. Our monthly bookkeeping service offers you peace of mind by ensuring your books are consistently up-to-date and accurate. With meticulous attention to detail, our expert team will handle all your bookkeeping needs, including reconciliations, expense tracking, and financial reporting. Stay focused on growing your business while we handle the numbers with precision and care every month.

Stay on Track with Precision:
Quarterly
Bookkeeping
Package

Accurate financial records are essential for long-term business success. Our quarterly bookkeeping service ensures your books remain up-to-date and error-free throughout the year. Every quarter, our dedicated team handles your reconciliations, expense tracking, and detailed financial reporting with expert precision. By entrusting us with your bookkeeping, you can focus on growing your business, confident that your financials are handled with care and expertise—every quarter.

Empower Your Financial Journey: 
DIWM
'Do It With Me'
Package

Ready to take control of your finances but need a guiding hand? Our unique 'Do It With Me' bookkeeping service is designed just for you. With our expert guidance, you'll actively participate in managing your finances while we provide the tools, support, and expertise you need to succeed. Whether you're a small business owner or an individual looking to manage your personal finances, our collaborative approach ensures you gain the knowledge and skills to confidently navigate your financial journey. Let's work together towards financial empowerment and success.

Simplify Your 1099 Processing: Efficient
1099 E-Filing Service

Navigating the complexities of 1099 processing can be daunting, but with our streamlined e-filing service, it's a breeze. Our expert team handles the entire process for you, from collecting vendor information to accurately filing and distributing 1099 forms. With secure electronic filing, you can trust that your compliance requirements are met while saving time and avoiding errors. Let us take the stress out of 1099 processing so you can focus on what matters most – growing your business.

Stay Compliant, Stress-Free: Sales Tax Processing Service

Don't let sales tax become a headache for your business. Our sales tax processing service ensures compliance and peace of mind. We'll handle all aspects of sales tax management, from calculating and collecting taxes to filing returns accurately and on time. With our expert team by your side, you can trust that your sales tax obligations are met without hassle, allowing you to focus on driving your business forward. Say goodbye to sales tax worries and hello to seamless compliance with our dedicated service.

Schedule a Free Consultation

Cleanup

Deposit required

Features such as:
- Organize Financial Records
- Reconcile Accounts
- Ensure Accuracy
- Financial Clarity
- Up-to-date Financials
- leaved the shoe-box full of receipts behind

Schedule a Consult

Monthly

Customer Favorite

Features such as:
- Professional Assistance
- Categorization
- Expense Tracking
- Reconciliation
- Monthly Reporting
- Document Gathering
- Tech Stack Recommendations (Square,Amazon, Shopify, Etsy, and More)
- A/P & A/R Services (optional)
- Sales Tax Processing (optional)
- 1099 processing (billed separately)

Schedule a Consult

DIWM

Do It With Me

Features such as:
- Professional Assistance
- QuickBooks Online Support & Training
- Tech Stack Recommendations (Square,Amazon, Shopify, Etsy, and More)
- Bank Reconciliation (optional)
- Monthly reporting (optional)
- 1099 processing (billed separately)

Schedule a Consult

Some 2023 Statistics

33m

Small businesses in the United States

7m

Small businesses use QuickBooks

34%

Small business owners personally manage their bookkeeping functions

58%

of Small Businesses in the USA, are self-funded by the owner

1.7m

Bookkeepers in the United States