Virtual Bookkeeping Services Butte, MT
Your financial data are the foundation of your business’s success. Accurate bookkeeping ensures you’re always prepared for tax filings, grant applications, 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 stressful task, it should be a bridge to your success. We specialize in helping startups and nonprofits stay financially secure and compliant. Our team of accredited and licensed specialists work diligently to ensure your financial records are precise, organized, and up-to-date.
We know you have much to tick off on your to-do list, and stressing over finances shouldn’t be one of them. We handle your financial records with care, giving you the clarity and confidence to focus on what truly counts, your company’s success.
- Qualified Bookkeepers & Licensed CPAs
- Meticulous Approach
- Expert Knowledge
- Exceptional Client Support
Whether you are a new business navigating your initial phase 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 benefits 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 correctly from the outset helps you work efficiently, avoids expensive errors, and ensures you have a clear view of your finances. We manage the entire setup process, ensuring your QuickBooks system is set up for error-free operation, efficiency, and long-term success.
What We Offer:
Customized Chart of Accounts - We customize your chart of accounts to match your company’s setup, making it simple to track revenue, expenses, assets, and liabilities with accuracy.
- Bank & Credit Card Integration - We connect your financial accounts to QuickBooks, enabling automated transaction imports and real-time reconciliation.
- Smart Categorization Rules - We configure intelligent financial tagging to maintain uniformity and error-free processing in your financial data, reducing manual work.
- Training & Support - We provide hands-on assistance with your QuickBooks setup, ensuring you grasp how to use it effectively for your routine business transactions.
A streamlined, error-free QuickBooks system that makes financial management easier, reduces workload, and keeps you financially informed.
Behind on your bookkeeping? You’re not alone. Many businesses find it challenging to maintain their financial records. Whether you're half a year or even multiple years behind, we specialize in clean-up and catch-up bookkeeping to get your financial data back on track, accurate, and tax-compliant.
What We Offer:
- Review & Correct Past Transactions - We detect and correct unintentional duplicates, incorrect categorizations, and overlooked expenses to ensure accuracy.
- Bank & Credit Card Reconciliation - We reconcile your accounts, synchronizing QuickBooks records with bank and credit card statements to correct discrepancies.
- Financial Report Adjustments - We resolve discrepancies in your balance sheet and P&L statements to provide a realistic financial overview.
- Overdue Invoices & Bill Management - We track pending invoices and expenses, helping you stay on top of your business finances.
- Audit-Ready Books - We ensure your financial records are tax-compliant, fully reconciled, and ready for investors, banks, or {audits||compliance checks}.
Up-to-date, fully reconciled books offer transparency and help you make informed decisions.
We will take care of organizing your transactions and categorizing them correctly for your financial statements. This means no more inconsistencies when it comes to your spending and revenue. 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 performance.
We will make sure all your banking 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 matches up. This keeps your financial records up-to-date and prevents any errors.
Struggling with late payments, outstanding balances, or missed bill deadlines? We streamline your accounts payable and receivable processes, ensuring your finances stay consistent and stress-free.
What We Offer:
- Accounts Payable Services - We handle classification, recording, bill payment (with explicit approval), reconciliation, and reporting.
- Accounts Receivable Management - We manage coding and posting cash receipts, creating and sending invoices, sending statements, reconciling, and reporting.
No more missed payments or outstanding debt. Your cash flow will be predictable, well-managed, and hassle-free.
We handle all the complex processes when it comes to your financial statements. From tracking your Profit & Loss to managing your Balance Sheet, we ensure everything is up-to-date. Stay informed with our regular financial reports. These reports give you a comprehensive view into your business’s financial health.
Every month, we offer a tailored consultation to review your financials and give you growth recommendations. Whether it’s reducing costs, 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 additional services based on your specific requirements. Reach out to us today for more information.
Some of our other service areas include Online Bookkeeping Solutions Tuscaloosa, AL and Virtual Bookkeeping Solutions Bullhead City, AZ
Our Process
Our bookkeeping services kick off with an comprehensive consultation. During this phase, we take the time to understand the unique needs and goals of your business. We recognize that every business has its own set of financial requirements and objectives.
What We Do:
Evaluate Your Financial Status: 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 structure, industry, and growth stage, we will identify the primary sections where bookkeeping support is needed, whether it is expense tracking or recordkeeping.
Align with 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 regular financial reports for investors?
Tailored Strategy: Based on the insights gathered, we will propose a bookkeeping strategy that’s customized 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 customized chart of accounts.
- Bank Linking: We connect your credit cards for seamless reconciliation.
- Invoicing System: We customize payment options.
- Record Migration: If applicable, we securely migrate historical financial data.
User Training: We provide training sessions.
Payment Integration: We integrate PayPal, Stripe, credit card processors.
After the setup, we manage the day-to-day bookkeeping tasks.
What We Do:
Income & Expense Categorization
Financial Reconciliation
Financial Reporting
- Profit and Loss Statements
- Balance Sheets
- Cash Flow Statements
Invoice Management
- Accounts Payable
- Accounts Receivable
Payroll Services
Clean-Up/Catch-Up Work
Monthly Strategy Sessions
Our commitment to your business doesn’t end with monthly reports. We offer dedicated assistance.
What We Do:
Review Monthly Reports
Review Financial Health
Improvement Suggestions
Ongoing Communication
Proactive Financial Advice
Troubleshooting
Growth 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 make informed decisions, attract investors, or stay audit-ready, we deliver meticulously prepared, fully compliant financial statements that provide a clear picture of your business’s financial position.
What We Offer:
- Profit & Loss Statement (Income Statement) - Get a detailed breakdown of your earnings, expenses, and net income so you can measure growth, recognize opportunities, and enhance profitability.
- Balance Sheet - A clear overview of your assets, 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 maintain stability and eliminate cash flow surprises.
- Financial Ratios & KPI Analysis - We analyze key metrics like profit margins and liquidity ratios to identify strengths and financial weaknesses.
- Investor & Grant Reporting - Professionally prepared reports customized for banks, investors, and funding bodies to help you raise capital.
Well-prepared financial statements build confidence among investors, minimize uncertainties, and help you steer your business toward success that drive growth.
A strong financial plan is the backbone to long-term success and stability. We create customized budgets and forecasts to help you stay on track, prepare for uncertainties, and steer your business with confidence.
What We Offer:
- Annual & Monthly Budgeting - Data-backed financial plans based on historical trends, market standards, and long-term goals.
- 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 expected-case financial models to equip you for changing market conditions.
- Budget vs. Actual Performance Tracking - Systematic comparisons between your planned budget and real-world financial performance to adjust strategies proactively.
Proactive budgeting and forecasting put you in control, prevent cash flow surprises, and allow you to scale sustainably.
Profitability doesn’t guarantee financial stability, cash flow does. We help you manage your cash flow effectively so you can stay operational, handle payroll, and invest in growth.
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 efficient payables management to enhance cash flow.
- Expense Tracking & Cost Control - Spot wasteful spending, reduce financial waste, and maximize financial efficiency.
- Emergency Fund Planning - Build financial reserves to protect your business from unexpected downturns.
- Liquidity & Solvency Planning - Ensure your business maintains healthy financial ratios and is always prepared for growth opportunities.
Uncontrolled cash flow is one of the leading reasons businesses struggle, our expertise protects your company from this risk.
Payroll mistakes can lead to unhappy employees, tax penalties, and legal trouble. We manage your payroll, ensuring your team gets paid accurately, on time, and in complete alignment with government policies.
How We Help:
- Payroll Processing & Direct Deposits - Seamless handling of wages, contractor payments, and direct bank transfers.
- Federal & State Payroll Tax Withholding - Accurate tax withholding to keep your business free from penalties.
- Quarterly & Annual Tax Filings - We handle all necessary payroll forms, including W-2s, contractor tax documents, and quarterly tax returns.
- Benefits, Deductions & Overtime Compliance - Accurate management of medical coverage, retirement plans, and extra hours compensation.
- Payroll Audits & Compliance Checks - Regular payroll evaluations to prevent issues, stay ahead of regulations, and ensure compliance.
A reliable payroll system keeps your employees happy, safeguards your business, and keeps you in good standing with labor laws.
Audits can be nerve-wracking, but they don’t have to be. We help you stay audit-ready year-round with error-free books and full compliance with regulations.
How We Help:
- Audit-Ready Financial Statements - Ensure all your financial reports meet audit requirements.
- Internal Controls Assessment - Identify fraud risks, errors, and policy violations before they become major issues.
- Nonprofit & Grant Compliance Audits - Specialized support for nonprofits to stay grant-compliant and meet grantor requirements.
- IRS & Tax Audit Support - Full documentation, representation, and IRS communication support 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 expert financial insights to help you improve earnings, secure funding, and enhance decision-making.
What We Offer:
- Revenue and Expense Evaluation - Identify opportunities to increase income and cut unnecessary costs for a healthier bottom line.
- Strategic Tax Planning - Maximize deductions, leverage tax credits, and refine your tax strategy to reduce tax burdens 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 thriving.
Our Tax Services
Taxes aren’t simply a annual task, they’re a key part of your overall finances. Errors in filing 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 compliant and stress-free.
- Optimized Tax Savings - We uncover all eligible deductions you’re entitled to, so you keep more of your profits.
- Multi-State & Remote Worker Compliance - Doing business in multiple states? Hiring out-of-state workers? We ensure smooth tax compliance.
- Fast & Secure E-Filing - Get your taxes submitted electronically for quicker refunds and no delays.
Taxes done right mean more savings, fewer headaches, and complete peace of mind.
Poor tax planning costs businesses a fortune each year. We help you stay tax-efficient, fully compliant, 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 reduce your tax burden.
- Business Entity Selection - LLC, Sole Proprietorship, S-Corp, or C-Corp? We help you pick the best structure to maximize tax efficiency.
- IRS Regulation Monitoring - IRS rules change often, and we ensure you stay ahead.
- Maximizing Deductions - We identify deductions most businesses miss.
- 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 reduced expenses, 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:
- Personalized Tax Return Filing - Whether you’re a salaried professional, investor, or business owner, we handle your taxes with precision.
- Maximized Refunds - We identify every write-off and credit to minimize your tax liability and boost your refund.
- Retirement & Investment Tax Planning - We help you build wealth while keeping taxes low.
- Homeowner & Real Estate Tax Optimization - From home deductions to rental income strategies, we ensure real estate works in your favor.
- Family Tax Benefits - Got kids? We ensure you maximize 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 sales tax collection, reporting, and multi-state compliance.
- Payroll Tax Management - Ensure error-free tax withholdings for employees and contractors.
- Scheduled Tax Filings - Stay ahead of deadlines with our automated filing services.
- W-2 & 1099 Reporting - We handle W-2s, freelancer tax documents, and payroll tax deductions with precision.
Remain IRS-compliant, prevent penalties, and protect your financial future.
If the IRS comes knocking, you don’t have to deal with it by yourself. We handle tax disputes, tax examinations, and government inquiries on your behalf.
What We Do:
- IRS Audit Defense - We take care of all IRS communications and defend your tax filings.
- Financial Document Reconstruction - Lost receipts? We recreate your documents and support your claims.
- IRS Fine Reduction - We negotiate down or minimize IRS penalties and charges.
Tax audits can be overwhelming, but we ensure you’re covered and secure a favorable resolution.
Overwhelmed by unpaid taxes or IRS penalties? We work on your behalf to reduce what you owe and get you back on track.
What We Do:
- Past-Due Tax Return Assistance - Get caught up and regain compliance.
- IRS Installment Plans - We negotiate manageable IRS-approved repayment plans.
- Tax Debt Settlement - Reduce what you owe for less than the original amount.
Stop IRS collections, tax liens, and legal trouble. We secure the most favorable outcome for you.
Start Your Journey Today
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 financial specialists ensures your finances are always in order, helping you meet regulatory standards, gain financial clarity, and improve transparency.
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