Virtual Bookkeeping Services Brierwood Hills, IN
Your accounting records are the foundation of your business’s success. 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
QuickBooks-Certified Professionals
Managing your financial accounts should not be a stressful task, it should be a bridge to your growth. We specialize in helping startups and charitable organizations stay financially secure and legally aligned. Our team of certified and licensed specialists work diligently to ensure your books are accurate, structured, and up-to-date.
We know you have a lot to tick off on your agenda, and worrying about finances shouldn’t be one of them. We handle your transactions with care, giving you the clarity and confidence to focus on what truly counts, your company’s success.
- Qualified Bookkeepers & Licensed CPAs
- Strong Attention To Detail
- Expert Knowledge
- Dedicated Customer Care
Whether you are a new business navigating your first year or a bit down the line with your business, our team of specialists ensures that your books are always organized. 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 outset helps you work efficiently, avoids expensive errors, and provides you with a accurate view of your finances. We take care of the entire setup process, ensuring your QuickBooks system is configured for error-free operation, efficiency, and sustainable financial management.
How We Help:
Customized Chart of Accounts - We tailor your chart of accounts to match your company’s setup, making it simple to track revenue, expenses, assets, and liabilities with precision.
- Bank & Credit Card Integration - We link your financial accounts to QuickBooks, enabling automated transaction imports and real-time financial tracking.
- Smart Categorization Rules - We configure intelligent financial tagging to ensure consistency and accuracy in your records, cutting down on repetitive tasks.
- Training & Support - We guide you through your QuickBooks setup, ensuring you grasp how to navigate it with confidence for your daily business transactions.
A well-organized, accurate QuickBooks system that makes financial management easier, reduces workload, and provides real-time financial clarity.
Behind on your bookkeeping? You’re not alone. Many organizations fall behind on their books. Whether you're several months or even years behind, we specialize in bringing your books up to date to get your financial data back on track, accurate, and audit-ready.
How We Help:
- Review & Correct Past Transactions - We detect and correct duplicate entries, misclassified expenses, and overlooked expenses to ensure financial integrity.
- Bank & Credit Card Reconciliation - We match your accounts, balancing QuickBooks records with bank and credit card statements to ensure consistency.
- Financial Report Adjustments - We fix mistakes in your financial statement and profit & loss statements to reflect your true financial position.
- Overdue Invoices & Bill Management - We organize outstanding invoices and bills, helping you stay on top of your cash flow.
- Audit-Ready Books - We ensure your financial statements are aligned with regulations, fully reconciled, and ready for investors, lenders, or {audits||compliance checks}.
Clean, fully reconciled books offer transparency and help you make informed decisions.
We will take care of sorting your transactions and categorizing them accurately for your financial statements. This means no more confusion when it comes to your spending and income. You will get a clear view of your finances, making tax season a smooth experience and giving you the insights you need to understand your business’s financial health.
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 mismatches early and ensure everything matches up. This keeps your financial records accurate and prevents any oversights.
Struggling with overdue bills, outstanding balances, or missed bill deadlines? We simplify your incoming and outgoing payments processes, ensuring your finances stay consistent and stress-free.
How We Help:
- Accounts Payable Services - We handle categorization, recording, bill payment (upon authorization), reconciliation, and reporting.
- Accounts Receivable Management - We manage coding and recording incoming payments, invoicing, sending statements, matching transactions, and reporting.
No more late fees or overdue invoices. Your financial health will be consistent, organized, and hassle-free.
We handle all the tedious tasks when it comes to your financial statements. From tracking your P&L to managing your Statement of Financial Position, we ensure everything is organized. Stay informed with our detailed reports. These reports give you a comprehensive view into your business’s performance.
Every month, we offer a tailored consultation to review your financials and give you growth recommendations. Whether it’s cutting unnecessary spending, improving liquidity, 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 personalized packages based on your unique needs. Reach out to us today for more information.
Some of our other service areas include Online Bookkeepers In Plainview, NY and Virtual Bookkeeping Services Rogers, AR
Our Process
Our bookkeeping services begin with an initial assessment. During this phase, we take the time to 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.
Identify Your Financial Needs: Based on your business model, industry, and growth stage, we will identify the primary sections where bookkeeping support is needed, whether it is expense tracking or financial analysis.
Understand Your Goals: We ask questions to better understand your immediate and future objectives. Do you want to improve cash flow management? Are you preparing for compliance reporting? Do you need detailed statements for stakeholders?
Personalized Plan: Based on the insights gathered, we will propose a bookkeeping strategy that’s tailored to your needs.
Agree on Payment Plans: During/after this consultation, we will outline our payment structure, including cost breakdown, 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 security.
Establish Your Bookkeeping Infrastructure:
- COA Setup: We create a tailored chart of accounts.
- Automated Bank Sync: We connect your payment platforms for real-time updates.
- Invoicing System: We customize invoice templates.
- Record Migration: If applicable, we securely migrate historical financial data.
Training and Onboarding: We provide user guides.
Payment Integration: We integrate PayPal, Stripe, credit card processors.
After the setup, we take over the day-to-day bookkeeping tasks.
What We Do:
Expense Classification
Bank and Credit Card Reconciliation
Monthly Financial Statements
- Profit and Loss Statements
- Balance Sheets
- Cash Flow Statements
Accounts Payable and Receivable Management
- Accounts Payable
- Accounts Receivable
Payroll Services
Clean-Up/Catch-Up Work
Monthly Business Consultation
Our commitment to your business doesn’t end with monthly reports. We offer continuous support.
What We Do:
Review Financial Reports
Monitor Financial Performance
Improvement Suggestions
Client Assistance
Tax Compliance Updates
Troubleshooting
Scaling Support
Payment Assistance
Our Accounting Services
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, attract investors, or meet regulatory requirements, we deliver meticulously prepared, fully compliant financial statements that provide a clear picture of your organization’s standing.
What We Offer:
- Profit & Loss Statement (Income Statement) - Get a comprehensive summary of your earnings, expenses, and profits so you can track performance, spot patterns, and make smarter financial decisions.
- Balance Sheet - A structured breakdown of your resources, liabilities, and equity, helping you understand where your business stands financially.
- Cash Flow Statement - See exactly where your money is coming from and where it’s going, so you can keep finances under control and prevent financial gaps.
- Financial Ratios & KPI Analysis - We evaluate key indicators like profit margins and liquidity ratios to spot areas for growth and financial weaknesses.
- Investor & Grant Reporting - Meticulously structured reports tailored for banks, investors, and grant agencies to help you raise capital.
Accurate financial statements enhance credibility among investors, minimize uncertainties, and help you steer your business toward success that ensure scalability.
A well-structured financial plan is the backbone to long-term success and financial stability. We create tailored budgets and forecasts to help you maintain control, mitigate risks, and optimize resource allocation.
How We Help:
- Annual & Monthly Budgeting - Structured financial plans based on historical trends, industry benchmarks, and long-term vision.
- Revenue & Expense Forecasting - Insightful projections that help you anticipate future financial needs, ensuring sustainable cash flow.
- Scenario Planning & Sensitivity Analysis - Best-case, worst-case, and realistic-case financial models to enhance financial resilience.
- Budget vs. Actual Performance Tracking - Ongoing comparisons between your financial projections and actual financial performance to keep you on track.
Effective budgeting and forecasting give you financial confidence, prevent cash flow surprises, and allow you to scale sustainably.
Generating revenue doesn’t ensure financial stability, steady cash flow is the real key. We help you take control of your cash flow effectively so you can stay operational, pay employees, and scale your business.
How We Help:
- Cash Flow Projections - Immediate and future forecasts to prevent cash shortages and maintain stability.
- Accounts Payable & Receivable Optimization - Accelerated payments from clients and better vendor payment strategies to strengthen 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 sustains healthy financial ratios and is always ready to expand.
Uncontrolled cash flow is one of the top reasons businesses fail, our expertise keeps you ahead of financial challenges.
Errors in payroll can lead to unhappy employees, tax penalties, and compliance issues. We manage your payroll, ensuring your team gets paid accurately, without delays, and in full compliance with regulations.
What We Do:
- Payroll Processing & Direct Deposits - Seamless handling of wages, contractor payments, and automatic deposits.
- Federal & State Payroll Tax Withholding - Error-free tax calculations to keep your business compliant.
- Quarterly & Annual Tax Filings - We handle all employee tax reports, including year-end employee tax forms, 1099s, and 941s.
- Benefits, Deductions & Overtime Compliance - Accurate management of medical coverage, 401(k) contributions, and extra hours compensation.
- Payroll Audits & Compliance Checks - Regular payroll evaluations to catch errors, stay ahead of regulations, and adhere to labor laws.
A well-structured payroll process ensures employee satisfaction, protects you from legal issues, and ensures compliance.
Audits can be overwhelming, but they don’t have to be. We help you stay audit-ready year-round with meticulously maintained accounts 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 fraud risks, inaccuracies, and policy violations before they become major issues.
- Nonprofit & Grant Compliance Audits - Specialized support for charities to stay grant-compliant and meet reporting standards.
- IRS & Tax Audit Support - Full paperwork preparation, expert guidance, and IRS communication support if you’re audited.
- Pre-Audit Preparation & Risk Mitigation - We review your records to spot potential red flags before an audit begins.
Maintaining audit preparedness reduces stress, keeps you legally secure, and shields your organization from costly penalties.
Beyond bookkeeping and compliance, we provide professional financial insights to help you improve earnings, secure funding, and enhance decision-making.
What We Offer:
- Profitability & Cost Analysis - Identify opportunities to boost revenue and reduce expenses for a healthier 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 professional financial reports and presentations to attract investors or obtain funding with confidence.
- Financial Sustainability for Nonprofits - Expert guidance on grant funding, donor engagement, and efficient budgeting to ensure financial longevity.
The right financial strategy can take your business from stagnant to expanding.
Our Tax Services
Taxes aren’t simply 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 precise returns to keep you compliant and stress-free.
- Maximized Deductions & Credits - We uncover all eligible deductions you’re entitled to, so you retain more of your hard-earned money.
- Multi-State & Remote Worker Compliance - Doing business in multiple states? Hiring remote employees? We ensure smooth tax compliance.
- Fast & Secure E-Filing - Get your taxes submitted electronically for faster processing and peace of mind.
Taxes done correctly mean bigger tax refunds, fewer headaches, and zero stress.
Lack of strategic tax planning costs businesses thousands each year. We help you stay tax-efficient, fully aligned with IRS regulations, and properly set up to reduce your liabilities.
What We Do:
- Ongoing Tax Planning - 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.
- Up-to-Date Compliance - IRS rules change often, and we ensure you stay ahead.
- Maximizing Deductions - We identify deductions often overlooked by companies.
- Tailored Tax Strategies - Whether you’re in technology, e-commerce, consulting, or nonprofits, we pinpoint financial benefits specific to your industry.
Proactive tax management means lower costs, better financial outcomes, and fewer IRS concerns.
Tax preparation shouldn’t be overwhelming. We simplify the process while ensuring you get the biggest tax return possible.
What We Do:
- Personalized Tax Return Filing - Whether you’re a W-2 employee, investor, or business owner, we handle your taxes with expertise.
- Maximized Refunds - We identify every deduction and credit to minimize your tax liability and increase your refund.
- 401(k), IRA & Investment Tax Strategies - We help you build wealth while minimizing tax impact.
- Homeowner & Real Estate Tax Optimization - From home deductions to capital gains, we ensure real estate works in your favor.
- Family Tax Benefits - Got kids? We ensure you claim every eligible tax break.
More money in your pocket, no tax season stress.
Sales and payroll tax mistakes can lead to costly fines. We ensure your business remains compliant and penalty-free.
What We Do:
- End-to-End Sales Tax Compliance - We manage state tax filings, reconciliations, and nexus requirements.
- Payroll Tax Management - Ensure error-free tax withholdings for employees and freelancers.
- Scheduled Tax Filings - Stay ahead of deadlines with our timely filing services.
- Employee & Contractor Tax Compliance - We handle W-2s, 1099s, and payroll tax deductions with accuracy.
Stay compliant, avoid fines, and keep your business running smoothly.
If the IRS comes knocking, you don’t have to face them alone. We handle IRS challenges, audits, and IRS communications on your behalf.
What We Do:
- Full-Service Audit Representation - We take care of all IRS correspondence and defend your tax filings.
- Financial Document Reconstruction - Missing financial records? We rebuild your documents and support your claims.
- Penalty & Interest Negotiation - We negotiate down or minimize IRS fees and charges.
Tax audits can be overwhelming, but we ensure you’re covered and get the best possible outcome.
Overwhelmed by unpaid taxes or IRS penalties? We work on your behalf to reduce what you owe and restore your financial stability.
What We Do:
- Back Tax Filing & Compliance - Get caught up and regain compliance.
- Flexible Payment Arrangements - We secure manageable IRS-approved repayment plans.
- Offer in Compromise (OIC) Assistance - Reduce what you owe for a fraction of the original amount.
Avoid wage garnishments, asset seizures, and financial stress. We secure the most favorable outcome for you.
Schedule Your Free Consultation
Accurate, Reliable, and Stress-Free Bookkeeping
Are you tired of the stress that comes with managing your financial records? Let us handle the figures while you focus on growing your organization.
Our team of professional bookkeepers ensures your finances are always in order, helping you meet regulatory standards, optimize your resources, and improve transparency.
Take the first step towards financial clarity today. Book your free consultation now and experience the difference accurate bookkeeping brings!
- support@digitallyprecisebookkeeping.com
- (307) 441-5747