Virtual Bookkeeping Services Delano, CA
Your financial data are the foundation of your business’s prosperity. Proper 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
Certified QuickBooks Experts
Managing your financial accounts should not be a stressful task, it should be a stepping stone to your financial stability. We specialize in helping startups and charitable organizations stay financially secure and in line with regulations. Our team of certified and licensed experts work efficiently to ensure your books are precise, organized, and up-to-date.
We know you have a lot to check off on your to-do list, and stressing over finances shouldn’t be one of them. We handle your finances with accuracy, giving you the clarity and confidence to focus on what truly counts, your organization’s growth.
- Qualified Bookkeepers & Licensed CPAs
- Strong Attention To Detail
- Industry Experts
- Top Notch Customer Service
Whether you are a startup navigating your first year or a bit down the line with your business, our team of specialists ensures that your books are always accurate. 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 the right way from the start saves you time, avoids expensive errors, and ensures you have a transparent view of your finances. We take care of the entire setup process, ensuring your QuickBooks system is configured for precision, efficiency, and long-term success.
How We Help:
Customized Chart of Accounts - We customize your chart of accounts to align with your business structure, making it easy to track income, spending, assets, and liabilities with accuracy.
- Bank & Credit Card Integration - We sync your financial accounts to QuickBooks, enabling automatic data synchronization and real-time reconciliation.
- Smart Categorization Rules - We set up transaction categorization rules to maintain uniformity and error-free processing in your records, cutting down on repetitive tasks.
- Training & Support - We walk you through your QuickBooks setup, ensuring you fully comprehend how to use it effectively for your ongoing financial operations.
A streamlined, accurate QuickBooks system that makes financial management easier, saves time, and keeps you financially informed.
Behind on your bookkeeping? You’re not alone. Many companies fall behind on their books. Whether you're a few months or even years behind, we specialize in bringing your books up to date to get your records back on track, accurate, and audit-ready.
What We Offer:
- Review & Correct Past Transactions - We identify and fix repeated transactions, incorrect categorizations, and missing transactions to ensure accuracy.
- 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 discrepancies in your financial statement and profit & loss 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 aligned with regulations, fully balanced, and ready for investors, lenders, or {audits||compliance checks}.
Well-maintained, fully reconciled books offer transparency and position your business for growth.
We will take care of sorting your transactions and categorizing them properly for your financial statements. This means no more inconsistencies when it comes to your expenses 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 profitability.
We will make sure all your financial 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 is accurate. This keeps your financial records up-to-date and prevents any oversights.
Struggling with delayed transactions, unpaid invoices, or forgotten due dates? We simplify your incoming and outgoing payments processes, ensuring your finances stay consistent and stress-free.
How We Help:
- Accounts Payable Services - We handle coding, posting, expense settlement (upon authorization), reconciliation, and reporting.
- Accounts Receivable Management - We manage classification and logging deposits, invoicing, sending statements, matching transactions, and reporting.
No more late fees or overdue invoices. Your cash flow will be steady, 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 Statement of Financial Position, we ensure everything is up-to-date. Stay informed with our regular financial reports. These reports give you a clear insight into your business’s performance.
Every month, we offer a customized 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 support your objectives.
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 Bookkeeping Services Glendale Heights, IL and Online Bookkeeping Services Corona, CA
Our Process
Our bookkeeping services begin with an comprehensive consultation. During this phase, we carefully 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 financial processes, software, and financial records (if available). This helps us understand any existing gaps in your system.
Pinpoint Key Bookkeeping Needs: Based on your operations, industry, and growth stage, we will identify the key areas where bookkeeping support is needed, whether it is expense management or financial reporting.
Align with 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 regular financial reports for investors?
Customization: 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 service rates, 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 security.
Set Up Your System:
- COA Setup: We create a personalized chart of accounts.
- Bank Account Integration: We connect your credit cards for seamless reconciliation.
- Invoicing System: We customize payment options.
- Data Migration: If applicable, we securely migrate historical financial data.
Training and Onboarding: We provide training sessions.
Payment Integration: We integrate PayPal, Stripe, credit card processors.
After the setup, we manage the ongoing bookkeeping processes.
What We Do:
Expense Classification
Bank and Credit Card Reconciliation
Regular Reports
- 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 Strategy Sessions
Our commitment to your business doesn’t end with monthly reports. We offer ongoing advisory services.
What We Do:
Review Monthly Reports
Review Financial Health
Make Recommendations
Client Assistance
Proactive Financial Advice
Troubleshooting
Scaling Support
Payment Assistance
Our Accounting Services
Your financial statements aren’t just numbers on a page, they are the backbone of your company’s growth. Whether you need to make informed decisions, attract investors, or ensure compliance, we deliver precise, fully compliant financial statements that provide a transparent overview of your business’s financial position.
What We Offer:
- Profit & Loss Statement (Income Statement) - Get a detailed breakdown of your revenue, expenses, and profits so you can track performance, recognize opportunities, and make smarter financial decisions.
- Balance Sheet - A structured breakdown of your resources, debts, 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 maintain stability and prevent financial gaps.
- Financial Ratios & KPI Analysis - We assess 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 funding bodies to help you raise capital.
Reliable financial statements build confidence among investors, strengthen financial security, and help you make data-driven decisions that accelerate expansion.
A solid financial plan is the key to business growth and stability. We create customized budgets and forecasts to help you align with your goals, anticipate challenges, and optimize resource allocation.
How We Help:
- Annual & Monthly Budgeting - Data-backed financial plans built around historical trends, industry benchmarks, and long-term goals.
- Revenue & Expense Forecasting - Data-driven 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 enhance financial resilience.
- Budget vs. Actual Performance Tracking - Systematic comparisons between your planned budget and real-world financial performance to adjust strategies proactively.
Effective budgeting and forecasting give you financial confidence, prevent cash flow surprises, and allow you to achieve financial stability.
Profitability doesn’t ensure financial stability, steady cash flow is the real key. We help you take control of your cash flow proactively so you can stay operational, handle payroll, 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 - Faster invoice collections and efficient payables management to strengthen cash flow.
- Expense Tracking & Cost Control - Identify inefficiencies, reduce financial waste, and increase margins.
- Emergency Fund Planning - Build & strengthen financial reserves to shield your company from unexpected downturns.
- Liquidity & Solvency Planning - Ensure your business achieves healthy financial ratios and is always positioned for scaling.
Poor cash flow management is one of the top reasons businesses struggle, our expertise keeps you ahead of financial challenges.
Errors in payroll can lead to frustrated staff, tax penalties, and compliance issues. We handle payroll for you, ensuring your team gets paid correctly, punctually, and in complete alignment with legal requirements.
What We Do:
- Payroll Processing & Direct Deposits - Reliable handling of employee pay, contractor payments, and direct bank transfers.
- Federal & State Payroll Tax Withholding - Error-free tax calculations to keep your business compliant.
- Quarterly & Annual Tax Filings - We handle all necessary payroll forms, including year-end employee tax forms, contractor tax documents, and quarterly tax returns.
- Benefits, Deductions & Overtime Compliance - Efficient management of health benefits, retirement plans, and overtime pay.
- Payroll Audits & Compliance Checks - Regular payroll inspections to identify mistakes, avoid penalties, and maintain legal standing.
A error-free payroll system keeps your employees happy, 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 error-free books and full compliance with regulations.
What We Offer:
- 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 charities to track restricted funds and meet funding guidelines.
- IRS & Tax Audit Support - Full record-keeping, expert guidance, and compliance guidance if you’re audited.
- Pre-Audit Preparation & Risk Mitigation - We review your records to spot potential red flags before an audit begins.
Staying audit-ready minimizes anxiety, ensures compliance, and shields your organization from costly penalties.
Beyond financial tracking and regulatory adherence, we provide expert advice to help you improve earnings, get financing, and make smarter business decisions.
What We Offer:
- Revenue and Expense Evaluation - Identify opportunities to increase income and cut unnecessary costs for a stronger bottom line.
- Strategic Tax Planning - Maximize deductions, leverage tax credits, and fine-tune your tax strategy to reduce tax burdens and increase savings.
- Investment Preparation & Funding Strategy - Prepare professional financial reports and presentations to attract investors or secure business loans with confidence.
- Financial Sustainability for Nonprofits - Expert guidance on grant funding, donor engagement, and efficient budgeting to ensure long-term stability.
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 overall finances. 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 a freelancer, we file accurate returns to keep you compliant and worry-free.
- Optimized Tax Savings - 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 hassle-free 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 complete peace of mind.
Lack of strategic tax planning costs businesses a fortune 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 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 save on taxes.
- IRS Regulation Monitoring - IRS rules change often, and we ensure you remain compliant.
- Expense Optimization & Write-Off Strategies - We identify deductions often overlooked by companies.
- Industry-Specific Tax Breaks - Whether you’re in technology, e-commerce, consulting, or nonprofits, we pinpoint tax advantages specific to your industry.
Proactive tax management means lower costs, higher profits, and less stress during tax season.
Tax preparation shouldn’t be overwhelming. We make it hassle-free while ensuring you get the maximum refund possible.
What We Do:
- Personalized Tax Return Filing - Whether you’re a W-2 employee, investor, or business owner, we handle your taxes with precision.
- Optimized Tax Savings - We identify every write-off and credit to minimize your tax liability and boost your refund.
- Retirement & Investment Tax Planning - We help you save for retirement while keeping taxes low.
- Property Tax Benefits - From mortgage interest 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 state tax filings, reconciliations, and nexus requirements.
- Payroll Tax Management - Ensure error-free tax withholdings for staff and contractors.
- Scheduled Tax Filings - Stay ahead of compliance requirements 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, tax examinations, and government inquiries 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 - 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 protected and secure a favorable resolution.
Struggling with back taxes or IRS penalties? We negotiate with the IRS to reduce what you owe and get you back on track.
What We Do:
- Back Tax Filing & Compliance - File overdue returns and avoid further penalties.
- Flexible Payment Arrangements - We negotiate affordable IRS-approved repayment plans.
- Offer in Compromise (OIC) Assistance - Settle your tax debt for a fraction of the original amount.
Avoid wage garnishments, tax liens, and legal trouble. 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 making an impact.
Our team of professional bookkeepers ensures your finances are always in order, helping you remain tax-compliant, optimize your resources, and achieve financial clarity.
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