Virtual Bookkeeping Solutions Charleston, IL
Your financial records are the backbone of your business’s growth. Accurate bookkeeping ensures you’re always prepared for tax season, investment opportunities, and critical decision-making moments. With Digitally Precise Bookkeeping, you will always know where your business stands financially.
About Us
Certified QuickBooks Experts
Managing your financial records should not be a burden, it should be a stepping stone to your success. We specialize in helping startups and NGOs stay financially secure and compliant. Our team of certified and licensed experts work diligently to ensure your financial records are precise, organized, and up-to-date.
We know you have much to check off on your agenda, and stressing over finances shouldn’t be one of them. We handle your financial records with precision, giving you the clarity and peace of mind to focus on what truly matters most, your organization’s growth.
- Qualified Bookkeepers & Licensed CPAs
- Meticulous Approach
- Highly Knowledgeable
- Top Notch Customer Service
Whether you are a startup navigating your early stages or a bit down the line with your business, our team of experts ensures that your books are always accurate. Your time is valuable, and your business deserves the best. Partner with Digitally Precise Bookkeeping and experience the difference expert bookkeeping can make.
- Transparent Pricing and Processes
- Completely Remote
- Customer Focused
- Precise Records
- Custom Solutions
Focus on Growth, We Will Handle the Books!
Our Bookkeeping Services
Setting up QuickBooks the right way from the beginning helps you work efficiently, avoids expensive errors, and gives you a accurate financial picture. We manage the entire setup process, ensuring your QuickBooks system is set up for precision, efficiency, and long-term success.
How We Help:
Customized Chart of Accounts - We customize your chart of accounts to align with your company’s setup, making it effortless to track income, expenses, assets, and liabilities with precision.
- Bank & Credit Card Integration - We link your financial accounts to QuickBooks, enabling automated transaction imports and real-time reconciliation.
- Smart Categorization Rules - We set up transaction categorization rules to maintain consistency and accuracy in your records, reducing manual work.
- Training & Support - We guide you through your QuickBooks setup, ensuring you grasp how to use it effectively for your daily financial operations.
A streamlined, accurate QuickBooks system that simplifies bookkeeping, saves time, and provides real-time financial clarity.
Behind on your bookkeeping? You’re not alone. Many companies find it challenging to maintain their books. Whether you're a few months or even years behind, we specialize in clean-up and catch-up bookkeeping to get your financial accounts back on track, error-free, and audit-ready.
How We Help:
- Review & Correct Past Transactions - We identify and fix unintentional duplicates, incorrect categorizations, and overlooked expenses to ensure error-free records.
- Bank & Credit Card Reconciliation - We match your accounts, aligning QuickBooks records with bank and credit card statements to ensure consistency.
- Financial Report Adjustments - We correct errors in your balance sheet and P&L statements to provide a realistic financial overview.
- Overdue Invoices & Bill Management - We track pending payments and bills, helping you stay on top of your business finances.
- Audit-Ready Books - We ensure your financial statements are IRS-ready, fully reconciled, and ready for investors, banks, or {audits||compliance checks}.
Well-maintained, fully reconciled books provide needed financial clarity and position your business for growth.
We will take care of organizing your transactions and categorizing them properly for your financial statements. This means no more confusion when it comes to your expenses and income. You will get a transparent view of your finances, making tax season a breeze and giving you the insights you need to understand your business’s financial health.
We will make sure all your financial accounts, including credit card accounts like PayPal, Amazon, Stripe, Square, and Shopify are properly balanced. By reconciling your accounts every month, we catch any errors early and ensure everything is accurate. This keeps your financial records accurate and prevents any mistakes.
Struggling with late payments, unpaid invoices, or forgotten due dates? We simplify your accounts payable and receivable processes, ensuring your finances stay consistent and stress-free.
How We Help:
- Accounts Payable Services - We handle coding, recording, expense settlement (with explicit approval), account balancing, and reporting.
- Accounts Receivable Management - We manage coding and recording incoming payments, billing, sending statements, verifying records, and reporting.
No more late fees or overdue invoices. Your cash flow will be steady, organized, and stress-free.
We handle all the complex processes when it comes to your financial statements. From tracking your Income Statement to managing your Financial Position, we ensure everything is organized. Stay informed with our detailed reports. These reports give you a clear insight into your business’s performance.
Every month, we offer a customized consultation to review your financials and give you strategic advice. Whether it’s optimizing expenses, improving liquidity, or planning for the future, we will work with you to make sure your finances align with your goals.
Can't find a service you need? We offer additional services based on your specific requirements. Reach out to us today for more information.
Some of our other service areas include Digital Bookkeeping Solutions Welwyn Garden City, England and Stress-Free Bookkeeping Services Randolph, MA
Our Process
Our bookkeeping services kick off with an initial assessment. During this phase, we carefully understand the specific needs and goals of your business. We recognize that every business has its own set of financial requirements and objectives.
What We Do:
Assess Your Current Financial Situation: We will review your current bookkeeping practices, software, and financial records (if available). This helps us understand any existing gaps in your system.
Determine Your Financial Requirements: Based on your business model, industry, and growth stage, we will identify the key areas where bookkeeping support is needed, whether it is expense management or recordkeeping.
Align with Your Goals: We ask questions to better understand your business aspirations. Do you want to improve cash flow management? Are you preparing for tax season? Do you need ongoing reports for donors?
Customization: Based on the insights gathered, we will propose a bookkeeping strategy that’s customized to your needs.
Agree on Payment Plans: During/after this consultation, we will outline our payment structure, including pricing, billing frequency, and payment methods.
Once we understand your financial structure, we move on to configuring your financial system.
What We Do:
Choose The Right Cloud-Based Software: We use QuickBooks Online, known for its user-friendly interface.
Set Up Your System:
- COA Setup: We create a customized chart of accounts.
- Automated Bank Sync: We connect your credit cards for automatic transaction imports.
- Invoice and Payment Setup: We customize payment options.
- Record Migration: If applicable, we securely transfer historical financial data.
Software Training: We provide training sessions.
Payment Integration: We integrate PayPal, Stripe, credit card processors.
After the setup, we handle the ongoing bookkeeping processes.
What We Do:
Income & Expense Categorization
Monthly Reconciliation
Regular Reports
- Profit and Loss Statements
- Balance Sheets
- Cash Flow Statements
Accounts Payable and Receivable Management
- Accounts Payable
- Accounts Receivable
Payroll Services
Financial Clean-Up
Monthly Strategy Sessions
Our commitment to your business doesn’t end with monthly reports. We offer dedicated assistance.
What We Do:
Review Monthly Reports
Monitor Financial Performance
Strategic Advice
Ongoing Communication
Tax Compliance Updates
Troubleshooting
Scaling Support
Payment Assistance
Start Your Journey Today
Accurate, Reliable, and Stress-Free Bookkeeping
Are you tired of the hassle that comes with managing your financial records? Let us handle the numbers while you focus on making an impact.
Our team of professional bookkeepers ensures your finances are always in order, helping you remain tax-compliant, gain financial clarity, and achieve financial clarity.
Take the first step towards financial peace today. Schedule your free consultation now and discover the power of precise bookkeeping!
- support@digitallyprecisebookkeeping.com
- (307) 441-5747