Online Bookkeeping Services Gables by the Sea, FL
Your financial data are the backbone of your business’s success. Proper bookkeeping ensures you’re always prepared for tax season, 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 hassle, it should be a bridge to your financial stability. We specialize in helping startups and charitable organizations stay financially secure and legally aligned. Our team of certified and licensed experts work seamlessly to ensure your financial records are precise, structured, and up-to-date.
We know you have much to tick off on your daily tasks, and worrying about finances shouldn’t be one of them. We handle your financial records with precision, giving you the clarity and confidence 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 first year or a bit down the line with your business, our team of professionals 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 the right way from the beginning helps you work efficiently, reduces financial risks, and gives you a clear view of your finances. We handle 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 tailor your chart of accounts to match your company’s setup, making it simple to track revenue, spending, assets, and liabilities with accuracy.
- Bank & Credit Card Integration - We link your banking information to QuickBooks, enabling automatic transaction imports and real-time reconciliation.
- Smart Categorization Rules - We configure intelligent financial tagging to maintain consistency and error-free processing in your books, reducing manual work.
- Training & Support - We walk you through your QuickBooks setup, ensuring you understand how to use it with confidence for your daily business transactions.
A streamlined, error-free QuickBooks system that simplifies bookkeeping, improves productivity, and provides real-time financial clarity.
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 multiple 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 duplicate entries, incorrect categorizations, and unrecorded payments 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 errors in your financial statement and P&L statements to reflect your true financial position.
- Overdue Invoices & Bill Management - We organize outstanding invoices and bills, helping you regain control over your cash flow.
- Audit-Ready Books - We ensure your financial statements are tax-compliant, fully balanced, and ready for investors, lenders, or {audits||compliance checks}.
Clean, fully reconciled books offer transparency and set you up for future success.
We will take care of organizing your transactions and categorizing them accurately for your financial statements. This means no more guesswork when it comes to your expenses and revenue. You will get a clear view of your finances, making tax season a stress-free process 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 mismatches early and ensure everything matches up. This keeps your financial records up-to-date and prevents any oversights.
Struggling with overdue bills, unpaid invoices, or missed bill deadlines? We streamline your accounts payable and receivable processes, ensuring your finances stay consistent and stress-free.
How We Help:
- Accounts Payable Services - We handle categorization, recording, expense settlement (upon authorization), reconciliation, and reporting.
- Accounts Receivable Management - We manage classification and posting cash receipts, invoicing, sending statements, verifying records, and reporting.
No more late fees or overdue invoices. Your financial health will be consistent, well-managed, and stress-free.
We handle all the complex processes when it comes to your financial statements. From tracking your Profit & Loss to managing your Financial Position, we ensure everything is organized. Stay informed with our monthly financial reports. These reports give you a clear picture into your business’s performance.
Every month, we offer a tailored consultation to review your financials and give you growth recommendations. Whether it’s reducing costs, 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 additional services based on your unique needs. Reach out to us today for more information.
Some of our other service areas include Virtual Bookkeeping Solutions Saint Charles, IL and Online Bookkeeping Solutions Jeffersontown, KY
Our Process
Our bookkeeping services start with an initial assessment. 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 challenges and objectives.
What We Do:
Analyze Your Current Financial Health: We will review your existing accounting systems, software, and financial records (if available). This helps us understand any discrepancies in your system.
Identify Your Financial Needs: Based on your business model, industry, and growth stage, we will identify the critical aspects where bookkeeping support is needed, whether it is cost tracking or financial reporting.
Clarify Your Financial Objectives: We ask questions to better understand your business aspirations. Do you want to improve cash flow management? Are you preparing for tax filings? Do you need detailed statements for stakeholders?
Personalized Plan: Based on the insights gathered, we will propose a bookkeeping strategy that’s customized to your needs.
Agree on Payment Plans: 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 configuring your financial system.
What We Do:
Choose The Right Cloud-Based Software: We use QuickBooks Online, known for its security.
Establish Your Bookkeeping Infrastructure:
- Chart of Accounts: We create a customized chart of accounts.
- Bank Linking: We connect your bank accounts for automatic transaction imports.
- Invoice and Payment Setup: We customize invoice templates.
- Record Migration: If applicable, we securely migrate historical financial data.
Training and Onboarding: We provide onboarding materials.
Payment Integration: We integrate PayPal, Stripe, credit card processors.
After the setup, we manage the day-to-day bookkeeping tasks.
What We Do:
Expense Classification
Monthly Reconciliation
Financial Reporting
- Profit and Loss Statements
- Balance Sheets
- Cash Flow Statements
Invoice 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 ongoing advisory services.
What We Do:
Review Monthly Reports
Monitor Financial Performance
Make Recommendations
Client Assistance
Tax Compliance Updates
Troubleshooting
Growth Support
Payment Assistance
Our Accounting Services
Your financial statements aren’t just data in a spreadsheet, they are the backbone of your business’s success. Whether you need to plan strategically, secure funding, or meet regulatory requirements, we deliver precise, fully compliant financial statements that provide a transparent overview of your organization’s standing.
How We Help:
- Profit & Loss Statement (Income Statement) - Get a comprehensive summary of your earnings, outflows, and net income so you can measure growth, recognize opportunities, and enhance profitability.
- Balance Sheet - A clear overview of your resources, debts, and equity, helping you understand where your business stands financially.
- Cash Flow Statement - See exactly your revenue sources and how it’s being spent, so you can maintain stability and eliminate cash flow surprises.
- Financial Ratios & KPI Analysis - We analyze key indicators like profit margins and liquidity ratios to uncover opportunities and potential risks.
- Investor & Grant Reporting - Professionally prepared reports tailored for banks, investors, and grant agencies to help you secure funding.
Reliable financial statements increase trust among investors, minimize uncertainties, and help you make data-driven decisions 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 align with your goals, anticipate challenges, and make informed financial decisions.
How We Help:
- Annual & Monthly Budgeting - Detailed financial plans based on previous financial data, industry benchmarks, and long-term vision.
- Revenue & Expense Forecasting - Comprehensive projections that help you prepare for 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 financial projections 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.
Generating revenue doesn’t guarantee financial stability, steady cash flow is the real key. We help you take control of your cash flow proactively so you can stay operational, pay employees, and scale your business.
How We Help:
- Cash Flow Projections - Immediate and future forecasts to ensure financial security and maintain stability.
- Accounts Payable & Receivable Optimization - Faster invoice collections and efficient payables management to enhance cash flow.
- Expense Tracking & Cost Control - Identify inefficiencies, eliminate unnecessary expenses, and maximize financial efficiency.
- Emergency Fund Planning - Establish financial reserves to shield your company from unforeseen challenges.
- Liquidity & Solvency Planning - Ensure your business sustains healthy financial ratios and is always prepared for growth opportunities.
Uncontrolled cash flow is one of the top reasons businesses fail, our expertise keeps you ahead of financial challenges.
Payroll mismanagement can lead to unhappy employees, tax penalties, and legal trouble. We handle payroll for you, ensuring your team gets paid correctly, without delays, and in full compliance with government policies.
How We Help:
- Payroll Processing & Direct Deposits - Reliable handling of salaries, contractor payments, and automatic deposits.
- Federal & State Payroll Tax Withholding - Error-free 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 941s.
- Benefits, Deductions & Overtime Compliance - Efficient management of medical coverage, 401(k) contributions, and labor law requirements.
- Payroll Audits & Compliance Checks - Routine payroll evaluations to prevent issues, avoid penalties, and maintain legal standing.
A error-free payroll system keeps your employees happy, safeguards your business, and keeps you in good standing with labor laws.
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 compliance gaps before they become major issues.
- Nonprofit & Grant Compliance Audits - Specialized support for NGOs to manage donor contributions and meet reporting standards.
- IRS & Tax Audit Support - Full paperwork preparation, expert guidance, and legal adherence 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 reduces stress, ensures compliance, and shields your organization from costly penalties.
Beyond bookkeeping and regulatory adherence, we provide expert financial insights to help you increase profitability, get financing, and make smarter business decisions.
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 reduce tax burdens and increase savings.
- Investment Preparation & Funding Strategy - Prepare comprehensive 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 long-term stability.
The right financial strategy can take your business from surviving to expanding.
Our Tax Services
Taxes aren’t simply a once-a-year task, they’re a critical 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 precise returns to keep you penalty-free and worry-free.
- Optimized Tax Savings - We uncover every tax break you’re entitled to, so you keep more of your hard-earned money.
- Multi-State & Remote Worker Compliance - Doing business in multiple states? 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 complete peace of mind.
Poor tax planning costs businesses thousands 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 maximize tax efficiency.
- Up-to-Date Compliance - IRS rules are constantly changing, and we ensure you remain compliant.
- Maximizing Deductions - We identify deductions most businesses miss.
- Tailored Tax Strategies - Whether you’re in technology, 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 maximum refund possible.
What We Do:
- Personalized Tax Return Filing - Whether you’re a salaried professional, investor, or high-income earner, we handle your taxes with expertise.
- Maximized Refunds - 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 mortgage interest to capital gains, we ensure real estate maximizes your savings.
- Education & Child Tax Credits - 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:
- End-to-End Sales Tax Compliance - We manage sales tax collection, reconciliations, and nexus requirements.
- Accurate Payroll Tax Processing - Ensure correct tax withholdings for employees and freelancers.
- Monthly & Quarterly Tax Reports - Stay ahead of compliance requirements with our automated filing services.
- Employee & Contractor Tax Compliance - We handle employee tax forms, freelancer tax documents, and payroll tax deductions with precision.
Remain IRS-compliant, avoid fines, and protect your financial future.
If the IRS comes knocking, you don’t have to face them alone. We handle tax disputes, audits, and government inquiries on your behalf.
What We Do:
- IRS Audit Defense - We take care of all IRS correspondence and defend your tax filings.
- Financial Document Reconstruction - Lost receipts? We recreate your documents and prove compliance.
- IRS Fine Reduction - We negotiate down or minimize IRS penalties and interest.
IRS audits are stressful, but we ensure you’re protected 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 less than the original amount.
Avoid wage garnishments, tax liens, and financial stress. 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 numbers while you focus on scaling your business.
Our team of certified bookkeeping experts ensures your finances are always in order, helping you meet regulatory standards, optimize your resources, and reach your goals.
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