Virtual Bookkeeping Services for Businesses of All Sizes

01

Monthly Virtual Bookkeeping

Monthly virtual bookkeeping is ongoing support designed to keep your financial records accurate, organized, and up to date. Each month, transactions are categorized, accounts are reconciled, and reports are prepared so you can make decisions with clearer numbers.

Ideal for: Business owners who want consistent bookkeeping support without hiring an in-house bookkeeper, and who prefer a dependable monthly rhythm over catching up at tax time.

Key Deliverables

• Transaction categorization
• Bank reconciliation
• Credit card reconciliation
• Monthly financial reports
• Review of unusual or uncategorized activity
• Ongoing bookkeeping support

02

Catch-Up and Cleanup Bookkeeping

Catch-up and cleanup bookkeeping helps restore order when records have fallen behind. The focus is practical and supportive: review what exists, correct what needs attention, reconcile accounts, and bring your books to a clean, usable starting point.

Ideal for: Business owners whose books are months or years behind, who have incomplete records, or who no longer trust the numbers in their accounting software.

Key Deliverables

• Review of existing bookkeeping records
• Cleanup of past transactions
• Account reconciliation
• Duplicate or incorrect transaction review
• Categorization of overdue activity
• Organization of incomplete records

03

Payroll Support

Payroll support helps businesses manage payroll workflows with more consistency and clearer records. Exact scope depends on your payroll platform and service agreement.

Ideal for: Businesses that need dependable payroll assistance alongside bookkeeping, including employee setup support, reporting help, and organized payroll records.

Key Deliverables

• Payroll processing assistance
• Employee setup support
• Payroll reporting assistance
• Payroll record organization
• QuickBooks payroll workflow support
• Ongoing payroll coordination

04

QuickBooks Setup

QuickBooks setup establishes a clean, organized foundation in QuickBooks Online so your categories, accounts, and workflows support accurate bookkeeping from the start.

Ideal for: New businesses setting up QuickBooks for the first time, and existing businesses whose QuickBooks file needs clearer structure and organization.

Key Deliverables

• QuickBooks Online account setup
• Business profile configuration
• Chart of accounts setup or organization
• Bank and credit card connection guidance
• Opening balance review
• Transaction category structure