Virtual Bookkeeping Services Confidence, WV
Your financial data are the cornerstone of your business’s prosperity. Proper bookkeeping ensures you’re always prepared for tax filings, investment 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 accounts should not be a burden, it should be a bridge to your growth. We specialize in helping startups and charitable organizations stay financially secure and compliant. Our team of accredited and licensed experts work diligently to ensure your financial records are precise, structured, and up-to-date.
We know you have plenty to tick off on your daily tasks, and stressing over finances shouldn’t be one of them. We handle your finances with precision, giving you the clarity and confidence to focus on what truly matters most, your organization’s growth.
- Qualified Bookkeepers & Licensed CPAs
- Meticulous Approach
- Industry Experts
- Top Notch Customer Service
Whether you are a new business navigating your early stages or a bit down the line with your business, our team of experts 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 the right way from the start helps you work efficiently, avoids expensive errors, and provides you with a accurate view of your finances. We handle the entire setup process, ensuring your QuickBooks system is set up for accuracy, efficiency, and long-term success.
What We Offer:
Customized Chart of Accounts - We customize your chart of accounts to align with your organizational needs, making it simple to track revenue, spending, assets, and liabilities with accuracy.
- 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 automated sorting systems to maintain consistency and accuracy in your records, reducing manual work.
- Training & Support - We guide you through your QuickBooks setup, ensuring you fully comprehend how to navigate it effectively 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 fall behind on their books. Whether you're half a year or even years behind, we specialize in bringing your books up to date to get your financial data back on track, error-free, and tax-compliant.
How We Help:
- Review & Correct Past Transactions - We detect and correct duplicate entries, misclassified expenses, and unrecorded payments to ensure error-free records.
- Bank & Credit Card Reconciliation - We reconcile your accounts, synchronizing QuickBooks records with bank and credit card statements to ensure consistency.
- Financial Report Adjustments - We fix mistakes in your balance sheet 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 statements are tax-compliant, fully reconciled, and ready for investors, financial institutions, or {audits||compliance checks}.
Clean, accurate books give you full visibility into your finances and set you up for future success.
We will take care of sorting your transactions and categorizing them correctly for your financial statements. This means no more confusion when it comes to your spending and earnings. 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 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 mistakes.
Struggling with overdue bills, outstanding balances, or missed bill deadlines? We simplify your accounts payable and receivable processes, ensuring cash flow remains steady and predictable.
What We Offer:
- Accounts Payable Services - We handle categorization, logging, bill payment (with explicit approval), reconciliation, and reporting.
- Accounts Receivable Management - We manage classification and recording incoming payments, creating and sending invoices, sending statements, matching transactions, and reporting.
No more late fees or overdue invoices. Your financial health will be predictable, organized, and stress-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 up-to-date. Stay informed with our regular financial reports. These reports give you a clear picture into your business’s profitability.
Every month, we offer a personalized consultation to review your financials and give you business insights. Whether it’s reducing costs, improving cash flow, 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 unique needs. Reach out to us today for more information.
Some of our other service areas include Virtual Bookkeeping Services Sandy Hills, UT and Online Bookkeeping Solutions Owatonna, MN
Our Process
Our bookkeeping services kick off with an comprehensive 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:
Evaluate Your Financial Status: We will review your current bookkeeping practices, software, and financial records (if available). This helps us understand any discrepancies in your system.
Pinpoint Key Bookkeeping Needs: Based on your operations, industry, and growth stage, we will identify the primary sections where bookkeeping support is needed, whether it is cost tracking or financial reporting.
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 tax season? Do you need ongoing reports for donors?
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 service rates, billing frequency, and payment methods.
Once we understand your business requirements, we move on to establishing your bookkeeping system.
What We Do:
Choose The Right Cloud-Based Software: We use QuickBooks Online, known for its scalability.
Set Up Your System:
- Chart of Accounts: We create a personalized chart of accounts.
- Bank Account Integration: We connect your bank accounts for real-time updates.
- Invoice and Payment Setup: We customize invoice templates.
- Data Migration: 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 handle the bookkeeping operations.
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 dedicated assistance.
What We Do:
Review Monthly Reports
Review Financial Health
Improvement Suggestions
Ongoing Communication
Proactive Financial Advice
Troubleshooting
Scaling Support
Payment Assistance
Our Accounting Services
Your financial statements aren’t just numbers on a page, they are the foundation of your company’s growth. Whether you need to plan strategically, secure funding, or stay audit-ready, we deliver accurate, fully compliant 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 revenue, outflows, and net income so you can measure growth, recognize opportunities, and enhance profitability.
- Balance Sheet - A clear overview of your resources, liabilities, and equity, helping you assess your financial health.
- Cash Flow Statement - See exactly your revenue sources and your expense distribution, so you can keep finances under control and eliminate cash flow surprises.
- Financial Ratios & KPI Analysis - We assess key metrics like profit margins and liquidity ratios to uncover opportunities and red flags.
- Investor & Grant Reporting - Professionally prepared reports designed for financial institutions, investors, and funding bodies to help you secure funding.
Well-prepared 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 - Detailed financial plans based on historical trends, industry benchmarks, and long-term vision.
- Revenue & Expense Forecasting - Comprehensive 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 enhance financial resilience.
- Budget vs. Actual Performance Tracking - Ongoing comparisons between your estimated finances and real-world financial performance to keep you on track.
Strategic budgeting and forecasting give you financial confidence, prevent cash flow surprises, and allow you to achieve financial stability.
Generating revenue doesn’t ensure financial stability, cash flow does. We help you take control of your cash flow effectively so you can cover expenses, handle payroll, and scale your business.
How We Help:
- Cash Flow Projections - Short- and long-term forecasts to prevent cash shortages and maintain stability.
- Accounts Payable & Receivable Optimization - Accelerated payments from clients and efficient payables management to strengthen cash flow.
- Expense Tracking & Cost Control - Identify inefficiencies, reduce financial waste, and maximize financial efficiency.
- Emergency Fund Planning - Build financial reserves to shield your company from economic uncertainty.
- 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 protects your company from this risk.
Errors in payroll can lead to frustrated staff, tax penalties, and legal trouble. We take payroll off your plate, ensuring your team gets paid correctly, punctually, and in full compliance with government policies.
What We Offer:
- Payroll Processing & Direct Deposits - Seamless handling of employee pay, contractor payments, and automatic deposits.
- Federal & State Payroll Tax Withholding - Error-free tax withholding to keep your business compliant.
- Quarterly & Annual Tax Filings - We handle all necessary payroll forms, including W-2s, 1099s, and quarterly tax returns.
- Benefits, Deductions & Overtime Compliance - Accurate management of health benefits, 401(k) contributions, and extra hours compensation.
- Payroll Audits & Compliance Checks - Routine payroll evaluations to prevent issues, stay ahead of regulations, and ensure compliance.
A well-structured payroll process 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 accurate financial records and full compliance with regulations.
How We Help:
- Audit-Ready Financial Statements - Ensure all your financial reports are accurate and compliant.
- Internal Controls Assessment - Identify vulnerabilities, inaccuracies, and compliance gaps before they become major issues.
- Nonprofit & Grant Compliance Audits - Specialized support for charities to manage donor contributions and meet reporting standards.
- IRS & Tax Audit Support - Full paperwork preparation, 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, ensures compliance, and protects your business from costly penalties.
Beyond bookkeeping and regulatory adherence, we provide professional advice to help you increase profitability, secure funding, and enhance decision-making.
What We Offer:
- Profitability & Cost Analysis - Identify opportunities to boost revenue and cut unnecessary costs for a stronger bottom line.
- Strategic Tax Planning - Maximize deductions, leverage tax credits, and refine your tax strategy to minimize liabilities and increase savings.
- Investment Preparation & Funding Strategy - Prepare professional financial reports and presentations to gain investor interest or secure business loans 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 surviving to thriving.
Our Tax Services
Taxes aren’t just a annual task, they’re a key 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 entrepreneur, 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 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 filed online for quicker refunds and no delays.
Taxes done correctly 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.
- Choosing the Right Business Structure - 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 remain compliant.
- 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, higher profits, and fewer IRS concerns.
Tax preparation shouldn’t be overwhelming. 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 expertise.
- Optimized Tax Savings - We find 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.
- Property Tax Benefits - From home deductions to rental income strategies, we ensure real estate maximizes your savings.
- Education & Child Tax Credits - 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.
- Payroll Tax Management - Ensure error-free tax withholdings for employees and freelancers.
- Monthly & Quarterly Tax Reports - Stay ahead of deadlines with our timely filing services.
- Employee & Contractor Tax Compliance - We handle W-2s, freelancer tax documents, and payroll tax deductions with accuracy.
Stay compliant, avoid fines, and protect your financial future.
Facing an IRS audit?, you don’t have to deal with it by yourself. We handle tax disputes, audits, 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 rebuild your documents and support your claims.
- IRS Fine Reduction - We work to reduce 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 tax debts? We negotiate with the IRS to reduce what you owe and get you back on track.
What We Do:
- Back Tax Filing & Compliance - Get caught up and avoid further penalties.
- IRS Installment Plans - We secure affordable IRS-approved repayment plans.
- Tax Debt Settlement - Reduce what you owe for a fraction of the original amount.
Stop IRS collections, asset seizures, 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 hassle that comes with managing your financial records? Let us handle the books while you focus on growing your organization.
Our team of financial specialists ensures your finances are always in order, helping you meet regulatory standards, make informed decisions, and achieve financial clarity.
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