Virtual Bookkeeping Services for Small Businesses
Our virtual bookkeeping services make it easier to manage your small businesses finances and achieve success.
Why Choose Our Virtual Bookkeeping Services?
Looking for reliable, accurate, and dedicated bookkeeping services? We help small businesses and contractors, like plumbers, electricians, HVAC specialists, and landscapers.
We provide a wide range of services for busy small business owners just like you. Bookkeeping services we offer cater to industries like construction, manufacturing, mechanics, and franchises. If you need monthly reconciliations, payroll help, financial goal planning, or QuickBooks setup, our team is ready to help.
Virtual Bookkeeping vs. Traditional Bookkeeping: What’s the Difference?
Understanding the difference between virtual bookkeeping and traditional bookkeeping can help you choose the right solution for your business.
Virtual Bookkeeping
Virtual bookkeeping is performed entirely online, allowing businesses to work with a professional bookkeeper remotely. This modern approach uses cloud-based software like QuickBooks Online or Xero, enabling real-time access to your financial data from any device, anywhere. Here are some key advantages:
- Convenience & Flexibility: No in-person meetings are required. Communication and document sharing happen over secure online platforms, making it a time-efficient option.
- Real-Time Updates: With virtual bookkeeping, your financials are updated regularly, and you have constant access to real-time data.
- Lower Costs: Virtual bookkeepers often charge lower fees than in-house bookkeepers since they can serve multiple clients remotely and don’t require office space.
- Access to Expert Services: Virtual bookkeeping services allow you to work with specialists, even if they’re in a different location, providing expertise that may not be locally available.
Traditional Bookkeeping
Traditional bookkeeping usually includes a bookkeeper who works in your business’s office. They manage financial records right there. While this approach may suit some businesses, it comes with different attributes:
- Face-to-Face Interaction – Traditional bookkeepers are available in person, which some business owners prefer for discussing sensitive financial details.
- On-Site Document Handling – All financial documents are handled and stored physically, which may feel more secure to some business owners but can be less convenient and harder to organize.
- Higher Costs – Traditional bookkeeping often involves additional overhead costs, such as office space, employee benefits, and payroll expenses.
Which Option Is Right for You?
Both methods help keep your books accurate and organized. However, virtual bookkeeping is best for businesses that want flexibility, convenience, and cost savings. For businesses that prefer hands-on, face-to-face interaction and have on-site financial needs, traditional bookkeeping may still be the preferred choice.
Comprehensive Bookkeeping Services,
Tailored to Your Needs
Our virtual bookkeeping services give you an accurate and current view of your finances. This helps you make smart decisions for your business. Our virtual bookkeeping services also go beyond the basics, providing advanced options that help your business grow by supporting your financial goals.
Custom BookkeepingSTARTING AT $499/MONTH
Our monthly bookkeeping services include standard categorizing and reconciling your books to ensure your financial information is in order. You can count on our services to be timely and accurate every month.
This package includes the option for a one-hour call to review your monthly report and discuss any questions. You can also expect a 24-business-hour response to any questions you may have throughout the month.
We can also perform more advanced functions like job costing or bookkeeping for multiple locations at an additional cost.
Education
We are big proponents of education. If you don’t know much about bookkeeping or accounting but can’t afford to hire a bookkeeper, we’re here to help.
Our education services are one-on-one sessions with a professional accountant. We take the time to explain the principles and show you how you can excel at the daily accounting tasks needed to keep your business running smoothly.
Then, when your time is more profitable to you working ON your business instead of in it, we’re here to take those services off your plate.
Quickbooks Cleanup
Let us help get those out-of-control books back in shape. Our cleanup service organizes your books so you can start fresh with a clean slate.
Clean books will give you a more precise history of your financials, help you plan for the future, and give you a better chance of getting a great interest rate on a loan.
Payment plans for this service are offered for new clients.
Financial Goal Mapping & Benchmarking
This premium service is for business owners who want to track and measure their goals. We use tools that will not only allow you to see the future of your business, but also help you identify red flags, project cash flow, and play with scenarios. That means we can help you see how your decisions affect your business before you make them and we give you a partner that will help you understand it all! We gather industry-specific data that compare how you’re doing against other businesses like yours in your industry. Then, we’ll identify ways you’re outperforming or underperforming comparatively and suggest ways to improve. We can customize it to your business's size or even region. Can’t quite justify putting a full-blown CFO on staff but need the same level of incite? This might be the service for you
Quickbooks Setup for New Businesses$199
If you aren’t familiar with Quickbooks or are afraid of setting it up incorrectly, let us take care of it.
We’ll make sure your account is set up properly and works how you need it for your business.
Having Quickbooks set up by an expert at the start of your business will prevent you from having to pay for cleanup services down the road.
Payroll Facilitation & Benefits Help
We partner with a select group of providers who offer payroll and benefits help. We can connect you with the right partner for your business, often at a discounted rate.
Who We Serve
We understand your service industry, the challenges your business faces, and the metrics that are important to you.
We work with a variety of trade professionals, such as:
Plumbers
Landscapers
Mechanics
Your Virtual Bookkeeping Questions Answered
Yes! Virtual bookkeeping frees up your time, allowing you to focus on business development while ensuring your finances are accurately tracked, reconciled, and analyzed.
Virtual bookkeeping services are remote accounting and bookkeeping solutions tailored to meet your business needs. We provide everything from transaction categorization and reconciliation to payroll facilitation and financial goal mapping.
We work with you remotely, using secure cloud-based accounting software like QuickBooks, to ensure your financials are handled seamlessly. Monthly meetings and 24-hour support are included for clarity and peace of mind.
No. We do not have a CPA on staff, but we are happy to work with your current CPA or EA. If you don’t have one, we work with great tax professionals who can get your taxes done with minimal stress.
✔ No need to spend time visiting an office. Meetings can be done on your time, even if you’re in your pajamas.
✔ Lower cost and less time wasted than using an employee
✔ Give you the ability to make more effective and profitable decisions
✔ Provide industry-specific data to find room for your business to improve
✔ Give you tools that help you focus on operating and growing your facility revenue with a strategic financial plan
✔ Alleviate stress, save you time, organize your data, and keep you well-prepared for tax season
We have no annual contracts or hourly rates. Instead, we create a custom package for each client with a set monthly rate. Our package can be adjusted at anytime.
No. We require an engagement letter to begin work, which is simply our permission slip from you to start work. But we only require a 30-day notice to cancel at any time. We are confident in the quality of service and believe you deserve a service that works for you.
Yes. We take your financial security very seriously. Your data is encrypted and stored on a secure server, and we do not archive paper documents. We make every effort to ensure confidentiality.
We respect a 24-business-hour response time policy because your time is important to us.
Start Your Virtual Bookkeeping Journey Today
Our virtual bookkeeping services are designed to meet the unique needs of small businesses, contractors, and service professionals. Let us handle your finances, so you can focus on what you do best.
01.
Consultation & Proposal
We’ll listen to your needs and help you determine what services will accomplish your goals.
02.
Letter of Engagement
We’ll dot the i’s, cross the t’s, and sign the dotted lines with no long-term contracts. Consider this our “permission slip.”
03.
Intake Form & Healthier Books
We will gather the information we need to learn about your business, then get your books into shape.
Survive. Thrive. Grow.
Ready to see the differences a partner who specializes in your industry can make? Get a partner who can help you achieve your goals.