Online Bookkeeping Services Buffalo, NY
Your accounting records are the backbone of your business’s success. Proper bookkeeping ensures you’re always prepared for tax filings, funding opportunities, and important business decision-making. With Digitally Precise Bookkeeping, you will always know where your business stands financially.
About Us
QuickBooks-Certified Professionals
Managing your financial records should not be a burden, it should be a pathway to your success. We specialize in helping startups and charitable organizations stay financially secure and legally aligned. Our team of certified and licensed experts work seamlessly to ensure your financial records are accurate, structured, and up-to-date.
We know you have a lot to check off on your daily tasks, and worrying about finances shouldn’t be one of them. We handle your financial records with care, giving you the clarity and peace of mind to focus on what truly counts, your company’s success.
- Professional Bookkeepers & Licensed CPAs
- Detail-Oriented Professionals
- Industry Experts
- 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 in order. 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, reduces financial risks, and ensures you have a accurate view of your finances. We manage the entire setup process, ensuring your QuickBooks system is set up 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, spending, assets, and liabilities with accuracy.
- Bank & Credit Card Integration - We sync your banking information to QuickBooks, enabling automatic transaction imports and real-time financial tracking.
- Smart Categorization Rules - We set up transaction categorization rules to ensure uniformity and error-free processing in your financial data, reducing manual work.
- Training & Support - We guide you through your QuickBooks setup, ensuring you understand how to navigate it effectively for your routine financial operations.
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 businesses find it challenging to maintain their financial records. Whether you're a few months or even multiple years behind, we specialize in bringing your books up to date to get your records back on track, accurate, and tax-compliant.
How We Help:
- Review & Correct Past Transactions - We identify and fix repeated transactions, misclassified expenses, 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 fix errors.
- Financial Report Adjustments - We correct discrepancies in your financial statement and P&L statements to reflect your true financial position.
- Overdue Invoices & Bill Management - We organize pending payments and expenses, helping you regain control over your business finances.
- Audit-Ready Books - We ensure your financial records are tax-compliant, fully balanced, and prepared for investors, lenders, or {audits||compliance checks}.
Clean, accurate books give you full visibility into your finances and help you make informed decisions.
We will take care of organizing your transactions and categorizing them accurately for your financial statements. This means no more confusion when it comes to your spending and earnings. 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 performance.
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 discrepancies early and ensure everything is accurate. This keeps your financial records error-free and prevents any oversights.
Struggling with late payments, unpaid invoices, or forgotten due dates? We streamline your accounts payable and receivable processes, ensuring you maintain financial stability.
How We Help:
- Accounts Payable Services - We handle categorization, recording, expense settlement (upon authorization), reconciliation, and reporting.
- Accounts Receivable Management - We manage coding and logging deposits, invoicing, sending statements, reconciling, and reporting.
No more missed payments or outstanding debt. Your cash flow will be steady, well-managed, and hassle-free.
We handle all the heavy lifting when it comes to your financial statements. From tracking your P&L to managing your Balance Sheet, we ensure everything is organized. Stay informed with our detailed reports. These reports give you a clear picture into your business’s performance.
Every month, we offer a tailored consultation to review your financials and give you strategic advice. Whether it’s optimizing expenses, 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 additional services based on your specific requirements. Reach out to us today for more information.
Some of our other service areas include Virtual Bookkeeping Solutions Saint Charles, IL and Online Bookkeeping Services Wilson, NC
Our Process
Our bookkeeping services begin with an in-depth consultation. During this phase, we thoroughly 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:
Analyze Your Current Financial Health: We will review your financial processes, 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 tracking or financial reporting.
Clarify Your Financial Objectives: We ask questions to better understand your short-term and long-term goals. Do you want to improve cash flow management? Are you preparing for tax season? Do you need regular financial reports for donors?
Personalized Plan: Based on the insights gathered, we will propose a bookkeeping strategy that’s tailored to your needs.
Outline Payment Structure: During/after this consultation, we will outline our payment structure, including pricing, billing frequency, and payment methods.
Once we understand your business requirements, we move on to configuring your financial system.
What We Do:
Choose The Right Cloud-Based Software: We use QuickBooks Online, known for its scalability.
Establish Your Bookkeeping Infrastructure:
- Chart of Accounts: We create a personalized chart of accounts.
- Bank Account Integration: We connect your bank accounts for seamless reconciliation.
- Invoicing System: We customize invoice templates.
- Historical Data Transfer: If applicable, we securely transfer historical financial data.
User Training: We provide onboarding materials.
Payment Integration: We integrate PayPal, Stripe, credit card processors.
After the setup, we take over the day-to-day bookkeeping tasks.
What We Do:
Transaction Categorization
Financial Reconciliation
Financial Reporting
- 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 ongoing advisory services.
What We Do:
Review Financial Reports
Review Financial Health
Improvement Suggestions
Client Assistance
Tax Compliance Updates
Troubleshooting
Scaling Support
Payment Assistance
Our Accounting Services
Your financial statements aren’t just figures in a report, they are the cornerstone of your company’s growth. Whether you need to plan strategically, secure funding, or stay audit-ready, we deliver meticulously prepared, audit-ready financial statements that provide a clear picture of your business’s financial position.
How We Help:
- Profit & Loss Statement (Income Statement) - Get a comprehensive summary of your revenue, expenses, and profits so you can track performance, recognize opportunities, and make smarter financial decisions.
- Balance Sheet - A concise overview 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 how it’s being spent, so you can keep finances under control and eliminate cash flow surprises.
- Financial Ratios & KPI Analysis - We evaluate key indicators like profit margins and liquidity ratios to identify strengths and potential risks.
- Investor & Grant Reporting - Professionally prepared reports tailored for banks, investors, and grant agencies to help you raise capital.
Accurate financial statements increase trust among investors, reduce financial risk, and help you steer your business toward success that accelerate expansion.
A solid financial plan is the key to business growth and financial stability. We create customized budgets and forecasts to help you maintain control, prepare for uncertainties, and make informed financial decisions.
How We Help:
- Annual & Monthly Budgeting - Structured financial plans based on previous financial data, market standards, and long-term vision.
- Revenue & Expense Forecasting - Insightful projections that help you anticipate future financial needs, ensuring financial preparedness.
- Scenario Planning & Sensitivity Analysis - Best-case, worst-case, and realistic-case financial models to equip you for changing market conditions.
- Budget vs. Actual Performance Tracking - Ongoing comparisons between your financial projections and current financial performance to adjust strategies proactively.
Proactive budgeting and forecasting give you financial confidence, minimize unexpected shortfalls, and allow you to achieve financial stability.
Generating revenue doesn’t guarantee financial stability, cash flow does. We help you manage your cash flow effectively so you can cover expenses, compensate your team, and scale your business.
What We Offer:
- Cash Flow Projections - Short- and long-term forecasts to prevent cash shortages and sustain stability.
- Accounts Payable & Receivable Optimization - Accelerated payments from clients and efficient payables management 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 unexpected downturns.
- Liquidity & Solvency Planning - Ensure your business sustains healthy financial ratios and is always ready to expand.
Poor cash flow management is one of the biggest reasons businesses struggle, our expertise protects your company from this risk.
Errors in payroll can lead to unhappy employees, tax penalties, and regulatory violations. We manage your payroll, ensuring your team gets paid without errors, punctually, and in full compliance with regulations.
What We Offer:
- Payroll Processing & Direct Deposits - Reliable handling of employee pay, contractor payments, and electronic payments.
- Federal & State Payroll Tax Withholding - Precise tax withholding to keep your business legally sound.
- 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 - Proper management of medical coverage, retirement plans, and extra hours compensation.
- Payroll Audits & Compliance Checks - Scheduled payroll evaluations to identify mistakes, stay ahead of regulations, and maintain legal standing.
A error-free payroll system ensures employee satisfaction, shields you from lawsuits, and ensures compliance.
Audits can be stressful, 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 Do:
- Audit-Ready Financial Statements - Ensure all your financial reports are accurate and compliant.
- Internal Controls Assessment - Identify fraud risks, errors, and policy violations before they become major issues.
- Nonprofit & Grant Compliance Audits - Specialized support for NGOs to manage donor contributions and meet reporting standards.
- IRS & Tax Audit Support - Full documentation, representation, and compliance guidance if you’re audited.
- Pre-Audit Preparation & Risk Mitigation - We analyze your books to spot potential red flags before an audit begins.
Staying audit-ready eliminates last-minute panic, ensures compliance, and shields your organization from costly penalties.
Beyond financial tracking and regulatory adherence, we provide professional advice to help you improve earnings, secure funding, and make smarter business decisions.
What We Offer:
- Revenue and Expense Evaluation - Identify opportunities to increase income and reduce expenses 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.
- Funding & Investor Readiness - Prepare comprehensive financial reports and presentations to attract investors or secure business loans with confidence.
- Financial Sustainability for Nonprofits - Expert guidance on fundraising, 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 just a once-a-year task, they’re a key part of your financial well-being. Errors in filing or missed deductions can cost you a significant amount. We make sure that doesn’t happen.
What We Do:
- Accurate Federal & State Tax Returns - Whether you're a entrepreneur, nonprofit, or self-employed, 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 remote employees? We ensure smooth tax compliance.
- Fast & Secure E-Filing - Get your taxes submitted electronically for quicker refunds and peace of mind.
Taxes done correctly mean more savings, fewer headaches, and zero stress.
Lack of strategic tax planning costs businesses thousands each year. We help you stay tax-efficient, fully compliant, and strategically structured to reduce your liabilities.
What We Do:
- Ongoing Tax Planning - We don’t just handle tax returns; we proactively develop strategies to minimize your tax burden.
- Business Entity Selection - LLC, Sole Proprietorship, S-Corp, or C-Corp? We help you select the best structure to save on taxes.
- IRS Regulation Monitoring - IRS rules change often, and we ensure you stay ahead.
- Expense Optimization & Write-Off Strategies - We identify deductions often overlooked by companies.
- Tailored Tax Strategies - Whether you’re in tech, e-commerce, consulting, or nonprofits, we pinpoint financial benefits specific to your industry.
Proactive tax management means lower costs, higher profits, and less stress during tax season.
Filing your taxes shouldn’t be stressful. We simplify the process while ensuring you get the maximum refund possible.
What We Do:
- Tailored Tax Preparation - Whether you’re a salaried professional, investor, or high-income earner, we handle your taxes with precision.
- Optimized Tax Savings - We identify every deduction and credit to reduce what you owe and boost your refund.
- 401(k), IRA & Investment Tax Strategies - We help you build wealth while keeping taxes low.
- Property Tax Benefits - From home deductions to capital gains, we ensure real estate works in your favor.
- Education & Child Tax Credits - Got kids? We ensure you claim every eligible tax break.
More money in your pocket, no tax season stress.
Sales and employment tax mistakes can lead to hefty penalties. 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 compliance requirements with our timely filing services.
- Employee & Contractor Tax Compliance - We handle W-2s, freelancer tax documents, and payroll tax deductions with accuracy.
Remain IRS-compliant, avoid fines, and protect your financial future.
If the IRS comes knocking, you don’t have to face them alone. We handle tax disputes, audits, 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 - Missing financial records? We rebuild your documents and prove compliance.
- IRS Fine Reduction - We work to reduce or minimize IRS penalties and charges.
IRS audits are stressful, but we ensure you’re protected and secure a favorable resolution.
Overwhelmed by unpaid taxes or IRS penalties? We negotiate with the IRS to settle your debts and restore your financial stability.
What We Do:
- Back Tax Filing & Compliance - File overdue returns and regain compliance.
- IRS Installment Plans - We secure manageable monthly payment options.
- Tax Debt Settlement - Settle your tax debt for less than the original amount.
Stop IRS collections, tax liens, and legal trouble. We fight for 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 numbers while you focus on making an impact.
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 peace today. Schedule your free consultation now and discover the power of precise bookkeeping!
- support@digitallyprecisebookkeeping.com
- (307) 441-5747