Online Bookkeeping Services Charleston, SC
Your accounting records are the backbone of your business’s growth. Accurate bookkeeping ensures you’re always prepared for tax filings, funding 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 accounts should not be a burden, it should be a bridge to your financial stability. We specialize in helping startups and NGOs stay financially secure and legally aligned. Our team of accredited and licensed specialists work efficiently to ensure your financial records are accurate, organized, 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 financial records with care, 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
- Expert Knowledge
- Dedicated Customer Care
Whether you are a startup navigating your initial phase 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 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 properly from the beginning helps you work efficiently, avoids expensive errors, and provides you with a transparent financial picture. We handle the entire setup process, ensuring your QuickBooks system is configured for precision, efficiency, and future growth.
How We Help:
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 link your banking information to QuickBooks, enabling automatic data synchronization and real-time reconciliation.
- Smart Categorization Rules - We set up intelligent financial tagging to maintain uniformity and accuracy in your financial records, reducing manual work.
- Training & Support - We provide hands-on assistance with your QuickBooks setup, ensuring you fully comprehend how to use it efficiently for your daily financial operations.
A well-organized, error-free QuickBooks system that makes financial management easier, improves productivity, and keeps you financially informed.
Behind on your bookkeeping? You’re not alone. Many organizations struggle to keep up with their financial records. Whether you're several months or even multiple years behind, we specialize in bringing your books up to date to get your financial accounts back on track, accurate, and audit-ready.
How We Help:
- Review & Correct Past Transactions - We detect and correct unintentional duplicates, misclassified expenses, and missing transactions to ensure accuracy.
- Bank & Credit Card Reconciliation - We match your accounts, aligning QuickBooks records with bank and credit card statements to fix errors.
- Financial Report Adjustments - We correct errors in your financial statement and P&L statements to provide a realistic financial overview.
- Overdue Invoices & Bill Management - We manage pending payments and expenses, helping you regain control over your business finances.
- Audit-Ready Books - We ensure your financial statements are tax-compliant, fully reconciled, and ready for investors, lenders, or {audits||compliance checks}.
Clean, fully reconciled books give you full visibility into your finances 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 inconsistencies when it comes to your expenses and earnings. You will get a organized 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 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 mismatches early and ensure everything matches up. This keeps your financial records error-free and prevents any mistakes.
Struggling with overdue bills, outstanding balances, or forgotten due dates? We streamline your accounts payable and receivable processes, ensuring you maintain financial stability.
What We Offer:
- Accounts Payable Services - We handle coding, logging, expense settlement (with explicit approval), reconciliation, and reporting.
- Accounts Receivable Management - We manage coding and logging deposits, creating and sending invoices, sending statements, matching transactions, and reporting.
No more missed payments or outstanding debt. Your cash flow will be consistent, organized, and stress-free.
We handle all the tedious tasks 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 monthly financial reports. These reports give you a clear picture into your business’s profitability.
Every month, we offer a tailored consultation to review your financials and give you business insights. Whether it’s cutting unnecessary spending, 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 Solutions East Fishkill, NY and Online Bookkeeping Services Pittsfield, MA
Our Process
Our bookkeeping services start with an initial assessment. During this phase, we thoroughly 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 discrepancies 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.
Understand Your Goals: 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 compliance reporting? Do you need ongoing reports for investors?
Personalized Plan: 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 pricing, billing frequency, and payment methods.
Once we understand your business requirements, we move on to setting up your bookkeeping system.
What We Do:
Select the Appropriate Accounting Platform: We use QuickBooks Online, known for its user-friendly interface.
Establish Your Bookkeeping Infrastructure:
- COA Setup: We create a personalized chart of accounts.
- Bank Linking: We connect your credit cards for real-time updates.
- Invoicing System: We customize billing structures.
- Record Migration: If applicable, we securely transfer 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 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 Management
Clean-Up/Catch-Up Work
Monthly Strategy Sessions
Our commitment to your business doesn’t end with monthly reports. We offer continuous support.
What We Do:
Review Monthly Reports
Monitor Financial Performance
Make Recommendations
Dedicated Support
Proactive Financial Advice
Troubleshooting
Business Expansion Assistance
Payment Assistance
Our Accounting Services
Your financial statements aren’t just data in a spreadsheet, they are the foundation of your business’s success. Whether you need to plan strategically, attract investors, or stay audit-ready, we deliver accurate, 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, outflows, and net income so you can measure growth, spot patterns, and enhance profitability.
- 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 your expense distribution, so you can keep finances under control and prevent financial gaps.
- Financial Ratios & KPI Analysis - We assess key metrics like profit margins and liquidity ratios to identify strengths and potential risks.
- Investor & Grant Reporting - Professionally prepared reports designed for financial institutions, investors, and philanthropic organizations to help you win grants.
Reliable financial statements enhance credibility among investors, strengthen financial security, and help you make data-driven decisions that accelerate expansion.
A solid financial plan is the backbone to long-term success and financial stability. We create tailored budgets and forecasts to help you maintain control, anticipate challenges, and steer your business with confidence.
What We Offer:
- Annual & Monthly Budgeting - Data-backed financial plans built around previous financial data, market standards, and long-term goals.
- Revenue & Expense Forecasting - Data-driven projections that help you prepare for future financial needs, ensuring steady growth.
- Scenario Planning & Sensitivity Analysis - Best-case, worst-case, and expected-case financial models to prepare your business for uncertainties.
- Budget vs. Actual Performance Tracking - Systematic comparisons between your financial projections and current financial performance to keep you on track.
Strategic budgeting and forecasting put you in control, minimize unexpected shortfalls, and allow you to achieve financial stability.
Profitability doesn’t ensure financial stability, steady cash flow is the real key. We help you manage your cash flow proactively so you can stay operational, compensate your team, and scale your business.
What We Offer:
- Cash Flow Projections - Immediate and future forecasts to ensure financial security and maintain stability.
- Accounts Payable & Receivable Optimization - Faster invoice collections and better vendor payment strategies to strengthen cash flow.
- Expense Tracking & Cost Control - Identify inefficiencies, cut non-essential costs, and increase profitability.
- Emergency Fund Planning - Build & strengthen financial reserves to shield your company from unforeseen challenges.
- Liquidity & Solvency Planning - Ensure your business achieves healthy financial ratios and is always positioned for scaling.
Uncontrolled cash flow is one of the biggest reasons businesses shut down, our expertise keeps you ahead of financial challenges.
Errors in payroll can lead to dissatisfied workers, tax penalties, and compliance issues. We take payroll off your plate, ensuring your team gets paid correctly, on time, and in full compliance with government policies.
What We Offer:
- Payroll Processing & Direct Deposits - Seamless handling of employee pay, contractor payments, and direct bank transfers.
- Federal & State Payroll Tax Withholding - Precise tax calculations to keep your business free from penalties.
- Quarterly & Annual Tax Filings - We handle all necessary payroll forms, including year-end employee tax forms, contractor tax documents, and 941s.
- Benefits, Deductions & Overtime Compliance - Proper management of health benefits, pension deductions, and labor law requirements.
- Payroll Audits & Compliance Checks - Scheduled payroll inspections to identify mistakes, avoid penalties, and adhere to labor laws.
A error-free payroll system ensures employee satisfaction, safeguards your business, and ensures compliance.
Audits can be nerve-wracking, 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 Offer:
- Audit-Ready Financial Statements - Ensure all your financial reports meet audit requirements.
- Internal Controls Assessment - Identify vulnerabilities, inaccuracies, and compliance gaps before they become major issues.
- Nonprofit & Grant Compliance Audits - Specialized support for NGOs to manage donor contributions and meet funding guidelines.
- IRS & Tax Audit Support - Full paperwork preparation, 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 financial insights to help you increase profitability, secure funding, and make smarter business decisions.
What We Offer:
- Profitability & Cost Analysis - Identify opportunities to boost revenue and cut unnecessary costs 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.
- Funding & Investor Readiness - Prepare professional financial reports and presentations to gain investor interest or secure business loans with confidence.
- Financial Sustainability for Nonprofits - Expert guidance on fundraising, donor engagement, and cost-effective financial management to ensure long-term stability.
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 critical part of your financial well-being. Errors in filing or missed deductions can cost you thousands. 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 compliant and worry-free.
- Optimized Tax Savings - We uncover every tax break you’re entitled to, so you retain more of your profits.
- 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 faster processing and no delays.
Taxes done correctly mean bigger tax refunds, fewer headaches, and zero stress.
Poor 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:
- Year-Round Tax Strategy - We don’t just handle tax returns; 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 select the best structure to maximize tax efficiency.
- IRS Regulation Monitoring - IRS rules are constantly changing, and we ensure you remain compliant.
- Expense Optimization & Write-Off Strategies - We identify deductions most businesses miss.
- Tailored Tax Strategies - Whether you’re in tech, e-commerce, consulting, or nonprofits, we pinpoint tax advantages specific to your industry.
Proactive tax management means lower costs, better financial outcomes, and fewer IRS concerns.
Filing your taxes 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 salaried professional, investor, or high-income earner, we handle your taxes with precision.
- Maximized Refunds - We find every write-off and credit to reduce what you owe 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 mortgage interest to capital gains, we ensure real estate maximizes your savings.
- Family Tax Benefits - Got kids? We ensure you claim every available tax break.
More money in your pocket, less time worrying.
Sales and employment 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 state tax filings, reconciliations, and nexus requirements.
- Accurate Payroll Tax Processing - Ensure correct tax withholdings for employees and contractors.
- Scheduled Tax Filings - Stay ahead of compliance requirements with our timely filing services.
- W-2 & 1099 Reporting - We handle employee tax forms, freelancer tax documents, and payroll tax deductions with precision.
Stay compliant, prevent penalties, and keep your business running smoothly.
If the IRS comes knocking, you don’t have to face them alone. 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 advocate for your case.
- Financial Document Reconstruction - Missing financial records? We recreate your documents and prove compliance.
- Penalty & Interest Negotiation - We negotiate down or eliminate IRS fees and interest.
Tax audits can be overwhelming, but we ensure you’re covered and get the best possible outcome.
Struggling with back 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 - File overdue returns and regain compliance.
- Flexible Payment Arrangements - We negotiate affordable IRS-approved repayment plans.
- Tax Debt Settlement - Reduce what you owe for less than the original amount.
Avoid wage garnishments, tax liens, and legal trouble. We fight for the best possible resolution 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 certified bookkeeping experts ensures your finances are always in order, helping you meet regulatory standards, make informed decisions, and improve transparency.
Take the first step towards financial clarity today. Book your free consultation now and discover the power of precise bookkeeping!
- support@digitallyprecisebookkeeping.com
- (307) 441-5747