Virtual Bookkeeping Services Burlington, VT

Your financial statements aren’t just data in a spreadsheet, they are the backbone of your company’s growth. Whether you need to plan strategically, secure funding, or ensure compliance, we deliver accurate, audit-ready financial statements that provide a transparent overview of your business’s financial position.

How We Help:

• Profit & Loss Statement (Income Statement) - Get a detailed breakdown of your revenue, outflows, and profits so you can measure growth, spot patterns, and enhance profitability.
• Balance Sheet - A clear overview of your resources, debts, and equity, helping you understand where your business stands financially.
• Cash Flow Statement - See exactly where your money is coming from and how it’s being spent, so you can keep finances under control and prevent financial gaps.
• Financial Ratios & KPI Analysis - We assess key indicators like profit margins and liquidity ratios to uncover opportunities and potential risks.
• Investor & Grant Reporting - Professionally prepared reports customized for banks, investors, and grant agencies to help you win grants.

Well-prepared financial statements build confidence among investors, strengthen financial security, and help you steer your business toward success that ensure scalability.

A solid financial plan is the backbone to business growth and stability. We create customized budgets and forecasts to help you maintain control, anticipate challenges, and steer your business with confidence.

What We Offer:

• Annual & Monthly Budgeting - Structured financial plans based on historical trends, market standards, and long-term goals. 
• Revenue & Expense Forecasting - Data-driven projections that help you prepare for future financial needs, ensuring sustainable cash flow. 
• Scenario Planning & Sensitivity Analysis - Best-case, worst-case, and expected-case financial models to prepare your business for uncertainties.
• Budget vs. Actual Performance Tracking - Regular comparisons between your financial projections and actual financial performance to keep you on track.

Strategic budgeting and forecasting put you in control, prevent cash flow surprises, and allow you to grow with confidence.

Generating revenue doesn’t guarantee financial stability, cash flow does. We help you take control of your cash flow proactively so you can meet financial obligations, pay employees, and invest in growth.

What We Offer:

• Cash Flow Projections - Short- and long-term forecasts to ensure financial security and maintain stability.
• Accounts Payable & Receivable Optimization - Accelerated payments from clients and better vendor payment strategies to enhance cash flow.
• Expense Tracking & Cost Control - Spot wasteful spending, cut non-essential costs, and increase profitability.
• Emergency Fund Planning - Establish financial reserves to protect your business from economic uncertainty.
• Liquidity & Solvency Planning - Ensure your business achieves healthy financial ratios and is always prepared for growth opportunities.

Uncontrolled cash flow is one of the leading reasons businesses shut down, our expertise ensures yours doesn’t.

Payroll mistakes can lead to frustrated staff, tax penalties, and legal trouble. We handle payroll for you, ensuring your team gets paid without errors, on time, and in full compliance with government policies.

What We Offer:

• Payroll Processing & Direct Deposits - Effortless handling of employee pay, contractor payments, and electronic payments.
• Federal & State Payroll Tax Withholding - Accurate tax withholding to keep your business compliant.
• Quarterly & Annual Tax Filings - We handle all payroll-related tax documents, including year-end employee tax forms, contractor tax documents, and quarterly tax returns.
• Benefits, Deductions & Overtime Compliance - Efficient management of health benefits, 401(k) contributions, and overtime pay.
• Payroll Audits & Compliance Checks - Regular payroll reviews to catch errors, stay ahead of regulations, and maintain legal standing.

A reliable payroll system keeps your employees happy, protects you from legal issues, and ensures compliance.

Audits can be nerve-wracking, but they don’t have to be. We help you stay audit-ready year-round with accurate financial records and full compliance with regulations.

What We Offer:

• Audit-Ready Financial Statements - Ensure all your financial reports pass audits with ease.
• Internal Controls Assessment - Identify financial discrepancies, errors, and regulatory weaknesses before they become major issues.
• Nonprofit & Grant Compliance Audits - Specialized support for nonprofits to track restricted funds and meet reporting standards.
• IRS & Tax Audit Support - Full paperwork preparation, expert guidance, and legal adherence if you’re audited.
• Pre-Audit Preparation & Risk Mitigation - We review your records to spot potential red flags before an audit begins.

Staying audit-ready minimizes anxiety, keeps you legally secure, and protects your business from costly penalties.

Beyond bookkeeping and compliance, we provide expert advice to help you increase profitability, secure funding, and make smarter business decisions.

What We Offer:

• Profitability & Cost Analysis - Identify opportunities to increase income and cut unnecessary costs for a stronger bottom line.
• Strategic Tax Planning - Maximize deductions, leverage tax credits, and fine-tune your tax strategy to reduce tax burdens and increase savings.
• Funding & Investor Readiness - Prepare comprehensive financial reports and presentations to gain investor interest or obtain funding with confidence.
• Financial Sustainability for Nonprofits - Expert guidance on fundraising, donor engagement, and efficient budgeting to ensure long-term stability.

The right financial strategy can take your business from surviving to thriving.