Online Bookkeeping Services Auburn, NY
Your financial records are the cornerstone of your business’s prosperity. Proper bookkeeping ensures you’re always prepared for tax season, funding opportunities, and important business decision-making. 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 hassle, it should be a stepping stone to your success. We specialize in helping startups and nonprofits stay financially secure and compliant. Our team of accredited and licensed specialists work efficiently to ensure your financial records are accurate, structured, and up-to-date.
We know you have plenty to check off on your agenda, and worrying about finances shouldn’t be one of them. We handle your finances with accuracy, giving you the clarity and peace of mind to focus on what truly matters most, your company’s success.
- Professional Bookkeepers & Licensed CPAs
- Detail-Oriented Professionals
- Highly Knowledgeable
- Exceptional Client Support
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 impact 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 properly from the start helps you work efficiently, prevents costly mistakes, and ensures you have a accurate view of your finances. We manage the entire setup process, ensuring your QuickBooks system is set up for accuracy, efficiency, and sustainable financial management.
What We Offer:
Customized Chart of Accounts - We customize your chart of accounts to align with your company’s setup, making it simple to track revenue, spending, assets, and liabilities with precision.
- Bank & Credit Card Integration - We link your financial accounts to QuickBooks, enabling automatic transaction imports and real-time reconciliation.
- Smart Categorization Rules - We configure intelligent financial tagging to ensure consistency and accuracy in your financial records, cutting down on repetitive tasks.
- Training & Support - We guide you through your QuickBooks setup, ensuring you understand how to use it efficiently for your ongoing financial operations.
A well-organized, accurate QuickBooks system that makes financial management easier, saves time, and keeps you financially informed.
Behind on your bookkeeping? You’re not alone. Many businesses struggle to keep up with their books. Whether you're a few months or even multiple years behind, we specialize in clean-up and catch-up bookkeeping to get your financial accounts back on track, accurate, and audit-ready.
What We Offer:
- Review & Correct Past Transactions - We detect and correct unintentional duplicates, incorrect categorizations, and overlooked expenses to ensure error-free records.
- Bank & Credit Card Reconciliation - We reconcile your accounts, balancing QuickBooks records with bank and credit card statements to ensure consistency.
- Financial Report Adjustments - We correct discrepancies in your balance sheet and P&L statements to provide a realistic financial overview.
- Overdue Invoices & Bill Management - We organize pending invoices and bills, helping you stay on top of your cash flow.
- Audit-Ready Books - We ensure your records are tax-compliant, fully balanced, and ready for investors, financial institutions, or {audits||compliance checks}.
Well-maintained, accurate books give you full visibility into your finances and position your business for growth.
We will take care of organizing your transactions and categorizing them correctly for your financial statements. This means no more confusion when it comes to your expenses and revenue. You will get a transparent view of your finances, making tax season a stress-free process and giving you the insights you need to understand your business’s profitability.
We will make sure all your banking accounts, including credit card accounts like PayPal, Amazon, Stripe, Square, and Shopify are properly reconciled. By reconciling your accounts every month, we catch any errors early and ensure everything matches up. This keeps your financial records up-to-date and prevents any mistakes.
Struggling with late payments, outstanding balances, or forgotten due dates? We simplify your incoming and outgoing payments processes, ensuring cash flow remains steady and predictable.
How We Help:
- Accounts Payable Services - We handle classification, recording, expense settlement (upon authorization), account balancing, and reporting.
- Accounts Receivable Management - We manage classification and logging deposits, billing, sending statements, verifying records, and reporting.
No more missed payments or outstanding debt. Your cash flow will be steady, organized, and stress-free.
We handle all the heavy lifting when it comes to your financial statements. From tracking your Income Statement to managing your Financial Position, we ensure everything is up-to-date. Stay informed with our detailed reports. These reports give you a comprehensive view into your business’s profitability.
Every month, we offer a customized consultation to review your financials and give you growth recommendations. Whether it’s reducing costs, improving working capital, or planning for the future, we will work with you to make sure your finances drive your success.
Can't find a service you need? We offer custom solutions based on your specific requirements. Reach out to us today for more information.
Some of our other service areas include Online Bookkeeping Services Hays, KS and Online Bookkeepers In Agawam, MA
Our Process
Our bookkeeping services begin with an in-depth consultation. 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 financial processes, software, and financial records (if available). This helps us understand any inefficiencies in your system.
Determine Your Financial Requirements: Based on your operations, industry, and growth stage, we will identify the key areas where bookkeeping support is needed, whether it is cost tracking or recordkeeping.
Understand Your Goals: We ask questions to better understand your immediate and future objectives. Do you want to enhance cash flow? Are you preparing for tax season? Do you need ongoing reports for investors?
Customization: Based on the insights gathered, we will propose a bookkeeping strategy that’s customized to your needs.
Discuss Payment Terms: During/after this consultation, we will outline our payment structure, including cost breakdown, billing frequency, and payment methods.
Once we understand your business’s needs, we move on to establishing your bookkeeping system.
What We Do:
Choose The Right Cloud-Based Software: We use QuickBooks Online, known for its user-friendly interface.
Set Up Your System:
- Chart of Accounts: We create a customized chart of accounts.
- Automated Bank Sync: We connect your credit cards for real-time updates.
- Invoicing System: We customize billing structures.
- Historical Data Transfer: If applicable, we securely transfer historical financial data.
Software Training: We provide onboarding materials.
Payment Integration: We integrate PayPal, Stripe, credit card processors.
After the setup, we handle the day-to-day bookkeeping tasks.
What We Do:
Expense Classification
Bank and Credit Card Reconciliation
Regular Reports
- Profit and Loss Statements
- Balance Sheets
- Cash Flow Statements
Accounts Payable and Receivable Management
- Accounts Payable
- Accounts Receivable
Payroll Management
Clean-Up/Catch-Up Work
Monthly Business Consultation
Our commitment to your business doesn’t end with monthly reports. We offer ongoing advisory services.
What We Do:
Review Financial Reports
Review Financial Health
Make Recommendations
Dedicated Support
Tax Compliance Updates
Troubleshooting
Scaling Support
Payment Assistance
Our Accounting Services
Your financial statements aren’t just figures in a report, they are the foundation of your company’s growth. Whether you need to plan strategically, secure funding, or meet regulatory requirements, we deliver precise, 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 comprehensive summary of your earnings, expenses, and profits so you can track performance, identify trends, and adjust strategies.
- Balance Sheet - A structured breakdown of your assets, debts, and equity, helping you understand where your business stands financially.
- Cash Flow Statement - See exactly your revenue sources and where it’s going, so you can keep finances under control and prevent financial gaps.
- Financial Ratios & KPI Analysis - We evaluate key metrics like profit margins and liquidity ratios to spot areas for growth and financial weaknesses.
- Investor & Grant Reporting - Meticulously structured reports customized for financial institutions, investors, and funding bodies to help you win grants.
Well-prepared financial statements build confidence among investors, reduce financial risk, and help you steer your business toward success that ensure scalability.
A well-structured financial plan is the key to business growth and financial stability. We create tailored budgets and forecasts to help you maintain control, prepare for uncertainties, and optimize resource allocation.
What We Offer:
- Annual & Monthly Budgeting - Detailed financial plans built around previous financial data, market standards, and future goals.
- Revenue & Expense Forecasting - Insightful projections that help you anticipate future financial needs, ensuring financial preparedness.
- Scenario Planning & Sensitivity Analysis - Best-case, worst-case, and expected-case financial models to equip you for changing market conditions.
- Budget vs. Actual Performance Tracking - Systematic comparisons between your estimated finances and current financial performance to adjust strategies proactively.
Proactive budgeting and forecasting give you financial confidence, prevent cash flow surprises, and allow you to grow with confidence.
Profitability doesn’t ensure financial stability, steady cash flow is the real key. We help you manage your cash flow proactively so you can meet financial obligations, pay employees, and invest in growth.
How We Help:
- Cash Flow Projections - Short- and long-term forecasts to ensure financial security and maintain stability.
- Accounts Payable & Receivable Optimization - Faster invoice collections and better vendor payment strategies to improve cash flow.
- Expense Tracking & Cost Control - Spot wasteful spending, reduce financial waste, and maximize financial efficiency.
- Emergency Fund Planning - Establish financial reserves to create a safety net from unforeseen challenges.
- Liquidity & Solvency Planning - Ensure your business sustains healthy financial ratios and is always ready to expand.
Uncontrolled cash flow is one of the leading reasons businesses fail, our expertise keeps you ahead of financial challenges.
Errors in payroll can lead to frustrated staff, tax penalties, and regulatory violations. We handle payroll for you, ensuring your team gets paid correctly, on time, and in complete alignment with government policies.
What We Do:
- Payroll Processing & Direct Deposits - Reliable handling of wages, contractor payments, and automatic deposits.
- Federal & State Payroll Tax Withholding - Error-free tax calculations to keep your business free from penalties.
- Quarterly & Annual Tax Filings - We handle all necessary payroll forms, including W-2s, 1099s, and 941s.
- Benefits, Deductions & Overtime Compliance - Efficient management of medical coverage, retirement plans, and extra hours compensation.
- Payroll Audits & Compliance Checks - Routine payroll inspections to catch errors, avoid penalties, and adhere to labor laws.
A error-free payroll system keeps your employees happy, shields you from lawsuits, and maintains regulatory adherence.
Audits can be stressful, but they don’t have to be. We help you stay audit-ready year-round with error-free books and full compliance with regulations.
What We Do:
- Audit-Ready Financial Statements - Ensure all your financial reports pass audits with ease.
- Internal Controls Assessment - Identify fraud risks, errors, and compliance gaps before they become major issues.
- Nonprofit & Grant Compliance Audits - Specialized support for NGOs to track restricted funds and meet reporting standards.
- IRS & Tax Audit Support - Full documentation, representation, and legal adherence if you’re audited.
- Pre-Audit Preparation & Risk Mitigation - We analyze your books to spot potential red flags before an audit begins.
Maintaining audit preparedness eliminates last-minute panic, keeps you legally secure, and protects your business from costly penalties.
Beyond financial tracking and regulatory adherence, we provide professional advice to help you increase profitability, secure funding, and enhance decision-making.
What We Offer:
- Revenue and Expense Evaluation - Identify opportunities to boost revenue and cut unnecessary costs for a stronger bottom line.
- Strategic Tax Planning - Maximize deductions, leverage tax credits, and fine-tune your tax strategy to minimize liabilities and increase savings.
- Investment Preparation & Funding Strategy - Prepare comprehensive financial reports and presentations to attract investors or secure business loans with confidence.
- Financial Sustainability for Nonprofits - Expert guidance on grant funding, donor engagement, and efficient budgeting to ensure long-term stability.
The right financial strategy can take your business from stagnant to thriving.
Our Tax Services
Taxes aren’t just a once-a-year task, they’re a critical part of your financial well-being. Filing mistakes or missed deductions can cost you thousands. We make sure that you avoid that.
What We Do:
- Accurate Federal & State Tax Returns - Whether you're a business owner, nonprofit, or a freelancer, we file accurate returns to keep you penalty-free and worry-free.
- Optimized Tax Savings - We uncover every tax break you’re entitled to, so you retain more of your hard-earned money.
- Multi-State & Remote Worker Compliance - Doing business across state lines? Hiring out-of-state workers? We ensure hassle-free tax compliance.
- Fast & Secure E-Filing - Get your taxes filed online for faster processing and no delays.
Taxes done right mean more savings, fewer headaches, and complete peace of mind.
Lack of strategic tax planning costs businesses a fortune each year. We help you stay tax-efficient, fully aligned with IRS regulations, and properly set up to reduce your liabilities.
What We Do:
- Year-Round Tax Strategy - We don’t just file your taxes; we proactively plan ways to minimize your tax burden.
- Choosing the Right Business Structure - LLC, Sole Proprietorship, S-Corp, or C-Corp? We help you pick the best structure to save on taxes.
- IRS Regulation Monitoring - IRS rules are constantly changing, and we ensure you remain compliant.
- Expense Optimization & Write-Off Strategies - We identify deductions often overlooked by companies.
- Tailored Tax Strategies - Whether you’re in technology, e-commerce, consulting, or nonprofits, we pinpoint tax advantages specific to your industry.
Proactive tax management means reduced expenses, better financial outcomes, and fewer IRS concerns.
Filing your taxes shouldn’t be overwhelming. We make it hassle-free while ensuring you get the maximum refund possible.
What We Do:
- Personalized Tax Return Filing - Whether you’re a W-2 employee, investor, or business owner, we handle your taxes with precision.
- Optimized Tax Savings - We find every write-off and credit to reduce what you owe and boost your refund.
- 401(k), IRA & Investment Tax Strategies - We help you save for retirement while minimizing tax impact.
- Homeowner & Real Estate Tax Optimization - From mortgage interest to rental income strategies, we ensure real estate maximizes your savings.
- Family Tax Benefits - Got kids? We ensure you maximize every eligible tax break.
More money in your pocket, no tax season stress.
Sales and payroll tax mistakes can lead to hefty penalties. We ensure your business remains compliant and penalty-free.
What We Do:
- Sales Tax Registration & Filing - We manage sales tax collection, reconciliations, and multi-state compliance.
- Accurate Payroll Tax Processing - Ensure correct tax withholdings for staff and freelancers.
- Monthly & Quarterly Tax Reports - Stay ahead of compliance requirements with our automated filing services.
- W-2 & 1099 Reporting - We handle employee tax forms, 1099s, and payroll tax deductions with accuracy.
Stay compliant, avoid fines, and protect your financial future.
Facing an IRS audit?, you don’t have to face them alone. We handle tax disputes, tax examinations, and IRS communications on your behalf.
What We Do:
- Full-Service Audit Representation - We take care of all IRS communications and defend your tax filings.
- Financial Document Reconstruction - Lost receipts? We rebuild your documents and prove compliance.
- Penalty & Interest Negotiation - We work to reduce or minimize IRS penalties and interest.
IRS audits are stressful, but we ensure you’re protected and secure a favorable resolution.
Struggling with back taxes or IRS penalties? We work on your behalf to settle your debts and restore your financial stability.
What We Do:
- Back Tax Filing & Compliance - Get caught up and regain compliance.
- Flexible Payment Arrangements - We negotiate affordable IRS-approved repayment plans.
- Tax Debt Settlement - Settle your tax debt for less than the original amount.
Stop IRS collections, asset seizures, and financial stress. We fight for the most favorable outcome for you.
Schedule Your Free Consultation
Accurate, Reliable, and Stress-Free Bookkeeping
Are you tired of the burden that comes with managing your financial records? Let us handle the books while you focus on making an impact.
Our team of professional bookkeepers ensures your finances are always in order, helping you remain tax-compliant, optimize your resources, and reach your goals.
Take the first step towards financial peace today. Schedule your free consultation now and experience the difference accurate bookkeeping brings!
- support@digitallyprecisebookkeeping.com
- (307) 441-5747