Virtual Accounting and Bookkeeping

Your books and records are the tell-all insight to your business.  They tell the story of what you are doing right and what is being done wrong.  They tell how profitable you are.  They tell what your business is worth.  They tell who your ideal customer is.  They display your strengths and weaknesses.  The story your books and records can tell about your business is critical to your success.  Why do you think banks and lenders request your financial statements and tax returns when you apply for financing?  Why do valuation experts, insurance underwriters and bonding agents request your financial statements?  They want to know the story of your business before they do business with you.

Who do you want documenting the story of your business?

How do you know your bookkeeper is truly qualified?

How often does your accountant reconcile your bookkeeper's work?  For that matter, how often do you reconcile your bookkeeper's work?  How do you know the whole story is being written and written accurately?

Did you know that in excess of 80% of all “bookkeepers” who are given a bookkeeping test score less than 35% on that test?  Did you test your bookkeeper's skills before they became the reporter of your business activities?  Did you verify their ability before you let them write your story and present it to the world?

Most business owners need an assistant and they call that person the bookkeeper.  These roles must be separated. 

Do you want to grow your business?  Do you want your business to become more profitable?  Do you want it to run more efficiently and provide you with more money and more time? 

You can have these things when you have accurate and complete books and records that tell the story of your business and you put that story to use. 

Our accounting and bookkeeping services have been designed by a power group of Certified Public Accountants with years of experience in Auditing, Tax, Business Succession, Business Coaching, Finance, and Business Planning.  The services designed are completely customizable to your business, to your industry, to your management style.  Here are some examples of our service variations:

Full-Charge Bookkeeping - our full-charge accounting and bookkeeping services take care of all your accounting and bookkeeping needs, including accounts receivable and payable maintenance, weekly bill payment processing, monthly bank reconciliations and financial reporting.   See the detailed sample list below.

Assisted Bookkeeping -  we assist your in-house bookkeeper by sharing the accounting and bookkeeping duties.  Using the detailed sample list below you can pick the tasks you will handle in-house and the tasks you will outsource to us.

After-the-Fact Bookkeeping - you handle all of your day-to-day invoicing, bill payments, deposits, etc. At month end, we will compile those transactions into accounting software and reconcile your accounts into an accurate and complete set of books and records

Bookkeeping Review & Reconciliation – if you have a qualified in-house bookkeeper, we will reconcile your bookkeeper's work on a monthly basis by reconciling the bank, credit card, and loan accounts.  We will review your bookkeeper's work in detail on a quarterly basis for proper classification, posting, and adjustments.

These services allow us to know your finances and story as well as we know our own.  We can use this knowledge to help you take advantage of changes in the economy, tax law or other related sources.  This same knowledge will allow us to help you brace against changes that may affect your business negatively.

Our services also allow us to quickly identify areas of your business where you are overspending.  We have saved our clients an average of $800 per month over the years.  Because we serve businesses of varied sizes, industries, services, and products,  we know when a vendor is ripping you off.  We will shop services for your business such as banking relationships, lending, merchant services, insurance, and more. 

Call us know to schedule your free consultation to discuss your business, your needs, your concerns, and your wishes.  We look forward to succeeding with you!