Virtual Bookkeeping Services Golden Glades, FL
Your financial records 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 records should not be a burden, it should be a stepping stone to your growth. We specialize in helping startups and nonprofits stay financially secure and legally aligned. Our team of accredited and licensed experts work seamlessly to ensure your books are error-free, organized, and up-to-date.
We know you have a lot to check off on your daily tasks, and worrying about finances shouldn’t be one of them. We handle your transactions with precision, giving you the clarity and peace of mind to focus on what truly matters most, your company’s success.
- Qualified Bookkeepers & Licensed CPAs
- Strong Attention To Detail
- Industry Experts
- Exceptional Client Support
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 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 beginning saves you time, prevents costly mistakes, and provides you with a transparent financial picture. We manage the entire setup process, ensuring your QuickBooks system is configured for precision, efficiency, and long-term success.
What We Offer:
Customized Chart of Accounts - We customize your chart of accounts to match your organizational needs, making it effortless to track revenue, expenses, assets, and liabilities with precision.
- Bank & Credit Card Integration - We link your financial accounts to QuickBooks, enabling automated transaction imports and real-time reconciliation.
- Smart Categorization Rules - We set up transaction categorization rules to ensure uniformity and error-free processing in your financial data, reducing manual work.
- Training & Support - We guide you through your QuickBooks setup, ensuring you fully comprehend how to use it efficiently for your daily business transactions.
A streamlined, accurate QuickBooks system that simplifies bookkeeping, reduces workload, and keeps you financially informed.
Behind on your bookkeeping? You’re not alone. Many companies struggle to keep up with their books. Whether you're a few months or even multiple years behind, we specialize in clean-up and catch-up bookkeeping to get your records back on track, error-free, and tax-compliant.
How We Help:
- Review & Correct Past Transactions - We identify and fix unintentional duplicates, misclassified expenses, and missing transactions to ensure accuracy.
- Bank & Credit Card Reconciliation - We match your accounts, synchronizing QuickBooks records with bank and credit card statements to ensure consistency.
- Financial Report Adjustments - We correct mistakes in your balance sheet and profit & loss statements to provide a realistic financial overview.
- Overdue Invoices & Bill Management - We track pending invoices and expenses, helping you stay on top of your business finances.
- Audit-Ready Books - We ensure your financial statements are IRS-ready, fully reconciled, and ready for investors, financial institutions, 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 accurately for your financial statements. This means no more guesswork when it comes to your spending and revenue. 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 performance.
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 discrepancies early and ensure everything matches up. This keeps your financial records accurate and prevents any mistakes.
Struggling with delayed transactions, unpaid invoices, or missed bill deadlines? We streamline your incoming and outgoing payments processes, ensuring you maintain financial stability.
How We Help:
- Accounts Payable Services - We handle categorization, logging, expense settlement (upon authorization), reconciliation, and reporting.
- Accounts Receivable Management - We manage classification and recording incoming payments, invoicing, sending statements, verifying records, and reporting.
No more missed payments or outstanding debt. Your cash flow will be steady, well-managed, and stress-free.
We handle all the heavy lifting when it comes to your financial statements. From tracking your P&L to managing your Statement of Financial Position, we ensure everything is organized. Stay informed with our regular financial reports. These reports give you a clear insight into your business’s profitability.
Every month, we offer a customized consultation to review your financials and give you business insights. Whether it’s optimizing expenses, improving liquidity, 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 personalized packages based on your unique needs. Reach out to us today for more information.
Some of our other service areas include Virtual Bookkeeping Services West Falls Church, VA and Virtual Bookkeepers In Diddell, NY
Our Process
Our bookkeeping services begin with an in-depth consultation. During this phase, we take the time to understand the unique needs and goals of your business. We recognize that every business has its own set of financial challenges and objectives.
What We Do:
Assess Your Current Financial Situation: We will review your existing accounting systems, software, and financial records (if available). This helps us understand any existing gaps in your system.
Determine Your Financial Requirements: Based on your operations, industry, and growth stage, we will identify the key areas where bookkeeping support is needed, whether it is cost tracking or financial analysis.
Understand Your Goals: We ask questions to better understand your immediate and future objectives. Do you want to improve cash flow management? Are you preparing for tax filings? Do you need regular financial reports for board members?
Tailored Strategy: 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’s needs, we move on to establishing your bookkeeping system.
What We Do:
Choose the Right Accounting Software: We use QuickBooks Online, known for its security.
Set Up Your System:
- Chart of Accounts: We create a tailored chart of accounts.
- Automated Bank Sync: We connect your credit cards for real-time updates.
- Invoice and Payment Setup: We customize invoice templates.
- Record Migration: If applicable, we securely transfer historical financial data.
Training and Onboarding: We provide onboarding materials.
Payment Integration: We integrate PayPal, Stripe, credit card processors.
After the setup, we take over the day-to-day bookkeeping tasks.
What We Do:
Transaction Categorization
Bank and Credit Card Reconciliation
Regular Reports
- Profit and Loss Statements
- Balance Sheets
- Cash Flow Statements
Invoice 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 continuous support.
What We Do:
Review Monthly Reports
Monitor Financial Performance
Make Recommendations
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 backbone of your company’s growth. Whether you need to make informed decisions, attract investors, or meet regulatory requirements, we deliver meticulously prepared, fully compliant financial statements that provide a transparent overview of your company’s health.
How We Help:
- Profit & Loss Statement (Income Statement) - Get a detailed breakdown of your revenue, outflows, and net income so you can track performance, recognize opportunities, and enhance profitability.
- Balance Sheet - A structured breakdown 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 keep finances under control and prevent financial gaps.
- Financial Ratios & KPI Analysis - We analyze key indicators like profit margins and liquidity ratios to spot areas for growth and financial weaknesses.
- Investor & Grant Reporting - Meticulously structured reports designed for financial institutions, investors, and philanthropic organizations to help you win grants.
Accurate financial statements build confidence among investors, reduce financial risk, and help you make data-driven decisions that drive growth.
A strong financial plan is the backbone to long-term success and financial stability. We create customized budgets and forecasts to help you align with your goals, anticipate challenges, and make informed financial decisions.
What We Offer:
- Annual & Monthly Budgeting - Detailed financial plans based on previous financial data, market standards, and long-term vision.
- Revenue & Expense Forecasting - Insightful projections that help you anticipate future financial needs, ensuring sustainable cash flow.
- Scenario Planning & Sensitivity Analysis - Best-case, worst-case, and expected-case financial models to prepare your business for uncertainties.
- Budget vs. Actual Performance Tracking - Ongoing comparisons between your estimated finances and current financial performance to adjust strategies proactively.
Effective budgeting and forecasting give you financial confidence, prevent cash flow surprises, and allow you to scale sustainably.
Generating revenue doesn’t ensure financial stability, cash flow does. We help you take control of your cash flow proactively so you can stay operational, pay employees, and invest in growth.
What We Offer:
- Cash Flow Projections - Immediate and future forecasts to ensure financial security and maintain stability.
- Accounts Payable & Receivable Optimization - Accelerated payments from clients and efficient payables management to enhance cash flow.
- Expense Tracking & Cost Control - Spot wasteful spending, cut non-essential costs, and increase margins.
- Emergency Fund Planning - Establish financial reserves to shield your company from economic uncertainty.
- Liquidity & Solvency Planning - Ensure your business maintains healthy financial ratios and is always positioned for scaling.
Poor cash flow management is one of the top reasons businesses struggle, our expertise protects your company from this risk.
Payroll mistakes can lead to dissatisfied workers, tax penalties, and regulatory violations. We take payroll off your plate, ensuring your team gets paid correctly, on time, and in complete alignment with legal requirements.
How We Help:
- Payroll Processing & Direct Deposits - Effortless 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 employee tax reports, including W-2s, 1099s, and 941s.
- Benefits, Deductions & Overtime Compliance - Efficient management of health benefits, 401(k) contributions, and labor law requirements.
- Payroll Audits & Compliance Checks - Scheduled payroll reviews to prevent issues, stay ahead of regulations, and ensure compliance.
A reliable payroll system ensures employee satisfaction, shields you from lawsuits, and keeps you in good standing with labor laws.
Audits can be overwhelming, 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 Do:
- 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 track restricted funds and meet grantor requirements.
- IRS & Tax Audit Support - Full record-keeping, expert guidance, and IRS communication support if you’re audited.
- Pre-Audit Preparation & Risk Mitigation - We analyze your books to spot potential red flags before an audit begins.
Being proactive with audits reduces stress, ensures compliance, and protects your business from costly penalties.
Beyond financial tracking and regulatory adherence, we provide expert advice to help you improve earnings, secure funding, and enhance decision-making.
What We Offer:
- Profitability & Cost Analysis - Identify opportunities to boost revenue and reduce expenses 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.
- Investment Preparation & Funding Strategy - Prepare comprehensive financial reports and presentations to gain investor interest or obtain funding with confidence.
- Financial Sustainability for Nonprofits - Expert guidance on fundraising, donor engagement, and cost-effective financial management to ensure financial longevity.
The right financial strategy can take your business from surviving to thriving.
Our Tax Services
Taxes aren’t just a once-a-year task, they’re a critical part of your overall finances. Errors in filing 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 business owner, nonprofit, or self-employed, we file precise returns to keep you penalty-free and worry-free.
- Maximized Deductions & Credits - 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 across state lines? Hiring out-of-state workers? We ensure hassle-free tax compliance.
- Fast & Secure E-Filing - Get your taxes submitted electronically for quicker refunds and no delays.
Taxes done correctly mean more savings, fewer headaches, and zero stress.
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 develop strategies 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 stay ahead.
- Expense Optimization & Write-Off Strategies - We find deductions often overlooked by companies.
- Tailored Tax Strategies - Whether you’re in technology, e-commerce, consulting, or nonprofits, we pinpoint tax advantages specific to your industry.
Smart tax planning means lower costs, higher profits, and less stress during tax season.
Tax preparation shouldn’t be stressful. 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 business owner, we handle your taxes with precision.
- Maximized Refunds - We identify every write-off and credit to reduce what you owe and increase your refund.
- Retirement & Investment Tax Planning - We help you build wealth while keeping taxes low.
- Property Tax Benefits - From mortgage interest to capital gains, we ensure real estate maximizes your savings.
- Family Tax Benefits - Got kids? We ensure you maximize every available tax break.
More money in your pocket, less time worrying.
Sales and employment 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, reporting, and nexus requirements.
- Accurate Payroll Tax Processing - Ensure error-free tax withholdings for employees and freelancers.
- Scheduled Tax Filings - Stay ahead of deadlines with our timely filing services.
- W-2 & 1099 Reporting - We handle W-2s, freelancer tax documents, and payroll tax deductions with accuracy.
Remain IRS-compliant, avoid fines, and protect your financial future.
Facing an IRS audit?, you don’t have to face them alone. We handle tax disputes, audits, and IRS communications on your behalf.
What We Do:
- Full-Service Audit Representation - We take care of all IRS correspondence and defend your tax filings.
- Financial Document Reconstruction - Lost receipts? We rebuild your documents and support your claims.
- Penalty & Interest Negotiation - We work to reduce or minimize IRS fees and interest.
IRS audits are stressful, but we ensure you’re protected and secure a favorable resolution.
Struggling with back taxes or IRS penalties? We work on your behalf to settle your debts and restore your financial stability.
What We Do:
- Back Tax Filing & Compliance - File overdue returns and regain compliance.
- Flexible Payment Arrangements - We negotiate manageable IRS-approved repayment plans.
- Offer in Compromise (OIC) Assistance - Settle your tax debt for a fraction of the original amount.
Stop IRS collections, asset seizures, and financial stress. We fight for the best possible resolution for you.
Schedule Your Free Consultation
Accurate, Reliable, and Stress-Free Bookkeeping
Are you tired of the burden that comes with managing your financial records? Let us handle the figures while you focus on growing your organization.
Our team of professional bookkeepers ensures your finances are always in order, helping you remain tax-compliant, make informed decisions, and achieve financial clarity.
Take the first step towards financial clarity today. Schedule your free consultation now and discover the power of precise bookkeeping!
- support@digitallyprecisebookkeeping.com
- (307) 441-5747