Online Bookkeeping Services Drexel Hill, PA
Your financial records are the backbone of your business’s growth. Proper bookkeeping ensures you’re always prepared for tax filings, grant applications, and critical decision-making moments. With Digitally Precise Bookkeeping, you will always know where your business stands financially.
About Us
Certified QuickBooks Bookkeepers
Managing your financial accounts should not be a burden, it should be a stepping stone to your success. We specialize in helping startups and NGOs stay financially secure and legally aligned. Our team of certified and licensed specialists work efficiently to ensure your financial records are precise, structured, 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 finances with care, giving you the clarity and peace of mind to focus on what truly matters most, your organization’s growth.
- Certified Bookkeepers & Licensed CPAs
- Detail-Oriented Professionals
- Industry Experts
- Dedicated Customer Care
Whether you are a new business navigating your early stages 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 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 correctly from the beginning saves you time, avoids expensive errors, and ensures you have a accurate view of your finances. We take care of the entire setup process, ensuring your QuickBooks system is configured for error-free operation, efficiency, and long-term success.
How We Help:
Customized Chart of Accounts - We customize your chart of accounts to align with your organizational needs, making it effortless to track income, spending, assets, and liabilities with precision.
- Bank & Credit Card Integration - We connect your financial accounts to QuickBooks, enabling automatic transaction imports and real-time reconciliation.
- Smart Categorization Rules - We set up transaction categorization rules to ensure consistency and accuracy in your books, reducing manual work.
- Training & Support - We provide hands-on assistance with your QuickBooks setup, ensuring you grasp how to use it effectively for your ongoing business transactions.
A well-organized, error-free QuickBooks system that makes financial management easier, saves time, and keeps you financially informed.
Behind on your bookkeeping? You’re not alone. Many companies find it challenging to maintain their financial records. 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, accurate, and tax-compliant.
What We Offer:
- Review & Correct Past Transactions - We identify and fix repeated transactions, incorrect categorizations, and overlooked expenses to ensure financial integrity.
- 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 errors in your financial statement and profit & loss statements to reflect your true financial position.
- Overdue Invoices & Bill Management - We manage pending payments and expenses, helping you stay on top of your business finances.
- Audit-Ready Books - We ensure your records are tax-compliant, fully balanced, and prepared for investors, banks, or {audits||compliance checks}.
Well-maintained, accurate books provide needed financial clarity 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 guesswork when it comes to your spending and earnings. You will get a organized view of your finances, making tax season a stress-free process 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 discrepancies early and ensure everything is accurate. This keeps your financial records accurate and prevents any oversights.
Struggling with overdue bills, outstanding balances, or forgotten due dates? We simplify your incoming and outgoing payments processes, ensuring cash flow remains steady and predictable.
How We Help:
- Accounts Payable Services - We handle categorization, logging, bill payment (upon authorization), account balancing, and reporting.
- Accounts Receivable Management - We manage categorization and logging deposits, billing, sending statements, verifying records, and reporting.
No more late fees or outstanding debt. Your financial health 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 Balance Sheet, we ensure everything is up-to-date. Stay informed with our detailed reports. These reports give you a clear insight into your business’s profitability.
Every month, we offer a personalized consultation to review your financials and give you strategic advice. Whether it’s reducing costs, improving cash flow, or planning for the future, we will work with you to make sure your finances align with your goals.
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 Virtual Bookkeepers In Brunswick, OH and Online Bookkeepers In South Euclid, OH
Our Process
Our bookkeeping services kick off 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 existing accounting systems, 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 management or financial analysis.
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 filings? Do you need regular financial reports for board members?
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 pricing, billing frequency, and payment methods.
Once we understand your financial structure, we move on to configuring your financial system.
What We Do:
Choose the Right Accounting 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 billing structures.
- Data 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 handle the ongoing bookkeeping processes.
What We Do:
Expense Classification
Financial 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 dedicated assistance.
What We Do:
Review Financial Reports
Monitor Financial Performance
Strategic Advice
Dedicated Support
Tax Compliance Updates
Troubleshooting
Scaling Support
Payment Assistance
Our Accounting Services
Your financial statements aren’t just data in a spreadsheet, they are the foundation of your company’s growth. 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 company’s health.
What We Offer:
- Profit & Loss Statement (Income Statement) - Get a detailed breakdown of your earnings, expenses, and profits so you can track performance, identify trends, and enhance profitability.
- Balance Sheet - A structured breakdown 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 your expense distribution, so you can keep finances under control and prevent financial gaps.
- Financial Ratios & KPI Analysis - We evaluate key indicators like profit margins and liquidity ratios to uncover opportunities and potential risks.
- Investor & Grant Reporting - Professionally prepared reports designed for financial institutions, investors, and funding bodies to help you win grants.
Reliable financial statements increase trust among investors, reduce financial risk, and help you steer your business toward success that drive growth.
A strong financial plan is the foundation to long-term success and financial stability. We create customized budgets and forecasts to help you stay on track, mitigate risks, and make informed financial decisions.
How We Help:
- Annual & Monthly Budgeting - Data-backed financial plans based on previous financial data, industry benchmarks, and long-term vision.
- Revenue & Expense Forecasting - Comprehensive projections that help you anticipate future financial needs, ensuring steady growth.
- Scenario Planning & Sensitivity Analysis - Best-case, worst-case, and expected-case financial models to enhance financial resilience.
- Budget vs. Actual Performance Tracking - Regular comparisons between your financial projections and real-world financial performance to adjust strategies proactively.
Proactive 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 manage your cash flow proactively so you can cover expenses, handle payroll, and invest in growth.
What We Offer:
- Cash Flow Projections - Short- and long-term forecasts to ensure financial security and maintain stability.
- Accounts Payable & Receivable Optimization - Accelerated payments from clients and efficient payables management to improve cash flow.
- Expense Tracking & Cost Control - Spot wasteful spending, reduce financial waste, 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 ready to expand.
Uncontrolled cash flow is one of the leading reasons businesses shut down, our expertise protects your company from this risk.
Errors in payroll can lead to frustrated staff, tax penalties, and regulatory violations. We take payroll off your plate, ensuring your team gets paid accurately, without delays, and in complete alignment with legal requirements.
What We Offer:
- Payroll Processing & Direct Deposits - Reliable handling of salaries, contractor payments, and automatic deposits.
- Federal & State Payroll Tax Withholding - Accurate tax calculations to keep your business legally sound.
- Quarterly & Annual Tax Filings - We handle all necessary payroll forms, including W-2s, contractor tax documents, and 941s.
- Benefits, Deductions & Overtime Compliance - Accurate management of medical coverage, pension deductions, and labor law requirements.
- Payroll Audits & Compliance Checks - Routine payroll reviews to prevent issues, stay ahead of regulations, and ensure compliance.
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 Offer:
- Audit-Ready Financial Statements - Ensure all your financial reports pass audits with ease.
- Internal Controls Assessment - Identify vulnerabilities, errors, and policy violations before they become major issues.
- Nonprofit & Grant Compliance Audits - Specialized support for charities to track restricted funds and meet reporting standards.
- IRS & Tax Audit Support - Full documentation, expert guidance, 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, keeps you legally secure, and protects your business from costly penalties.
Beyond bookkeeping and compliance, 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 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 reduce tax burdens and increase savings.
- Funding & Investor Readiness - Prepare professional 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 long-term stability.
The right financial strategy can take your business from stagnant to expanding.
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 a significant amount. 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 hard-earned money.
- Multi-State & Remote Worker Compliance - Doing business across state lines? Hiring out-of-state workers? We ensure hassle-free tax compliance.
- Fast & Secure E-Filing - Get your taxes submitted electronically for faster processing and peace of mind.
Taxes done right mean bigger tax refunds, fewer headaches, and zero stress.
Lack of strategic tax planning costs businesses a fortune each year. We help you stay tax-efficient, fully aligned with IRS regulations, and strategically structured to reduce your liabilities.
What We Do:
- Ongoing Tax Planning - We don’t just handle tax returns; we proactively plan ways to minimize your tax burden.
- Business Entity Selection - LLC, Sole Proprietorship, S-Corp, or C-Corp? We help you select the best structure to maximize tax efficiency.
- IRS Regulation Monitoring - IRS rules change often, and we ensure you stay ahead.
- Expense Optimization & Write-Off Strategies - We find 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 make it hassle-free while ensuring you get the biggest tax return possible.
What We Do:
- Tailored Tax Preparation - Whether you’re a W-2 employee, 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 save for retirement while keeping taxes low.
- Property Tax Benefits - From mortgage interest to rental income strategies, we ensure real estate maximizes your savings.
- Family Tax Benefits - Got kids? We ensure you maximize every eligible tax break.
More money in your pocket, less time worrying.
Sales and payroll tax mistakes can lead to costly fines. We ensure your business remains compliant and penalty-free.
What We Do:
- Sales Tax Registration & Filing - We manage state tax filings, reporting, and nexus requirements.
- Payroll Tax Management - Ensure correct tax withholdings for staff and contractors.
- Monthly & Quarterly Tax Reports - Stay ahead of compliance requirements with our automated filing services.
- W-2 & 1099 Reporting - We handle employee tax forms, 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 face them alone. We handle tax disputes, audits, and IRS communications on your behalf.
What We Do:
- IRS Audit Defense - We take care of all IRS correspondence and defend your tax filings.
- Financial Document Reconstruction - Missing financial records? We rebuild your documents and prove compliance.
- Penalty & Interest Negotiation - We work to reduce or eliminate IRS penalties 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 settle your debts and restore your financial stability.
What We Do:
- Past-Due Tax Return Assistance - Get caught up and regain compliance.
- Flexible Payment Arrangements - We negotiate manageable monthly payment options.
- Tax Debt Settlement - Settle your tax debt for less than the original amount.
Stop IRS collections, asset seizures, and legal trouble. We fight for the best possible resolution 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 professional bookkeepers ensures your finances are always in order, helping you remain tax-compliant, optimize your resources, and improve transparency.
Take the first step towards financial clarity today. Schedule your free consultation now and experience the difference accurate bookkeeping brings!
- support@digitallyprecisebookkeeping.com
- (307) 441-5747