Online Bookkeeping Services Greenburgh, NY
Your accounting records are the backbone of your business’s growth. Proper bookkeeping ensures you’re always prepared for tax season, funding opportunities, and critical decision-making moments. With Digitally Precise Bookkeeping, you will always know where your business stands financially.
About Us
QuickBooks-Certified Professionals
Managing your finances should not be a stressful task, it should be a stepping stone to your financial stability. We specialize in helping startups and NGOs stay financially secure and legally aligned. Our team of accredited and licensed experts work diligently to ensure your books are accurate, organized, and up-to-date.
We know you have a lot to tick off on your agenda, and worrying about finances shouldn’t be one of them. We handle your financial records with care, giving you the clarity and peace of mind to focus on what truly counts, your organization’s growth.
- Professional Bookkeepers & Licensed CPAs
- Detail-Oriented Professionals
- Industry Experts
- Dedicated Customer Care
Whether you are a startup navigating your first year or a bit down the line with your business, our team of professionals 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 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 properly from the beginning saves you time, avoids expensive errors, and gives you a transparent financial picture. We handle the entire setup process, ensuring your QuickBooks system is configured for accuracy, efficiency, and future growth.
How We Help:
Customized Chart of Accounts - We tailor your chart of accounts to match your business structure, making it easy to track income, expenses, assets, and liabilities with accuracy.
- Bank & Credit Card Integration - We sync your financial accounts to QuickBooks, enabling automatic data synchronization and real-time financial tracking.
- Smart Categorization Rules - We set up automated sorting systems to ensure uniformity and error-free processing in your books, cutting down on repetitive tasks.
- Training & Support - We provide hands-on assistance with your QuickBooks setup, ensuring you fully comprehend how to use it effectively for your daily business transactions.
A streamlined, error-free QuickBooks system that makes financial management easier, reduces workload, and provides real-time financial clarity.
Behind on your bookkeeping? You’re not alone. Many businesses struggle to keep up with their books. Whether you're several months or even multiple years behind, we specialize in bringing your books up to date to get your records back on track, error-free, and tax-compliant.
How We Help:
- Review & Correct Past Transactions - We detect and correct unintentional duplicates, misclassified expenses, and missing transactions to ensure accuracy.
- Bank & Credit Card Reconciliation - We reconcile your accounts, aligning QuickBooks records with bank and credit card statements to fix errors.
- Financial Report Adjustments - We resolve mistakes in your balance sheet and P&L statements to provide a realistic financial overview.
- Overdue Invoices & Bill Management - We manage outstanding invoices and bills, helping you stay on top of your cash flow.
- Audit-Ready Books - We ensure your records are aligned with regulations, fully balanced, and ready for investors, financial institutions, or {audits||compliance checks}.
Well-maintained, fully reconciled books provide needed financial clarity and set you up for future success.
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 expenses and revenue. You will get a transparent 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 errors early and ensure everything is accurate. This keeps your financial records accurate and prevents any mistakes.
Struggling with delayed transactions, outstanding balances, or missed bill deadlines? We simplify your accounts payable and receivable processes, ensuring your finances stay consistent and stress-free.
How We Help:
- Accounts Payable Services - We handle categorization, logging, bill payment (upon authorization), reconciliation, and reporting.
- Accounts Receivable Management - We manage classification and logging deposits, creating and sending invoices, sending statements, reconciling, and reporting.
No more missed payments or overdue invoices. Your financial health will be steady, organized, and hassle-free.
We handle all the heavy lifting 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 detailed reports. These reports give you a comprehensive view into your business’s financial health.
Every month, we offer a tailored consultation to review your financials and give you strategic advice. Whether it’s cutting unnecessary spending, 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 custom solutions based on your specific requirements. Reach out to us today for more information.
Some of our other service areas include Online Bookkeeping Services Memphis, TN and Virtual Bookkeeping Solutions Wesley, TX
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 challenges and objectives.
What We Do:
Assess Your Current Financial Situation: We will review your current bookkeeping practices, software, and financial records (if available). This helps us understand any existing gaps in your system.
Determine Your Financial Requirements: Based on your business model, industry, and growth stage, we will identify the primary sections where bookkeeping support is needed, whether it is cost tracking or financial analysis.
Align with Your Goals: We ask questions to better understand your short-term and long-term goals. Do you want to enhance cash flow? Are you preparing for tax season? Do you need regular financial reports for donors?
Tailored Strategy: Based on the insights gathered, we will propose a bookkeeping strategy that’s tailored 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 establishing your bookkeeping system.
What We Do:
Select the Appropriate Accounting Platform: We use QuickBooks Online, known for its scalability.
Set Up Your System:
- COA Setup: We create a personalized chart of accounts.
- Automated Bank Sync: We connect your bank accounts for automatic transaction imports.
- Invoicing System: We customize billing structures.
- Historical Data Transfer: 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 handle the day-to-day bookkeeping tasks.
What We Do:
Transaction Categorization
Bank and Credit Card 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 Business Consultation
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
Improvement Suggestions
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 business’s financial position.
What We Offer:
- Profit & Loss Statement (Income Statement) - Get a comprehensive summary of your revenue, outflows, and net income so you can measure growth, spot patterns, and enhance profitability.
- Balance Sheet - A clear overview of your resources, liabilities, and equity, helping you understand where your business stands financially.
- Cash Flow Statement - See exactly your revenue sources and your expense distribution, so you can maintain stability and avoid cash shortages.
- Financial Ratios & KPI Analysis - We evaluate 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 raise capital.
Reliable financial statements enhance credibility among investors, reduce financial risk, and help you steer your business toward success that drive growth.
A strong financial plan is the key to business growth and stability. We create customized budgets and forecasts to help you maintain control, mitigate risks, and make informed financial decisions.
How We Help:
- Annual & Monthly Budgeting - Data-backed financial plans built around previous financial data, market standards, and long-term vision.
- Revenue & Expense Forecasting - Data-driven projections that help you prepare for future financial needs, ensuring sustainable cash flow.
- Scenario Planning & Sensitivity Analysis - Best-case, worst-case, and realistic-case financial models to enhance financial resilience.
- Budget vs. Actual Performance Tracking - Ongoing comparisons between your financial projections 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, steady cash flow is the real key. We help you manage your cash flow proactively so you can stay operational, handle payroll, and invest in growth.
How We Help:
- Cash Flow Projections - Short- and long-term forecasts to prevent cash shortages and sustain stability.
- Accounts Payable & Receivable Optimization - Accelerated payments from clients and efficient payables management to improve cash flow.
- Expense Tracking & Cost Control - Identify inefficiencies, reduce financial waste, and increase profitability.
- Emergency Fund Planning - Build & strengthen financial reserves to create a safety net from unforeseen challenges.
- Liquidity & Solvency Planning - Ensure your business maintains healthy financial ratios and is always prepared for growth opportunities.
Poor cash flow management is one of the top reasons businesses fail, our expertise ensures yours doesn’t.
Payroll mismanagement can lead to unhappy employees, tax penalties, and legal trouble. We handle payroll for you, ensuring your team gets paid accurately, on time, and in complete alignment with government policies.
What We Do:
- Payroll Processing & Direct Deposits - Seamless handling of wages, contractor payments, and electronic payments.
- Federal & State Payroll Tax Withholding - Accurate tax calculations to keep your business compliant.
- Quarterly & Annual Tax Filings - We handle all necessary payroll forms, including W-2s, 1099s, and 941s.
- Benefits, Deductions & Overtime Compliance - Proper management of medical coverage, pension deductions, and labor law requirements.
- Payroll Audits & Compliance Checks - Scheduled payroll inspections to identify mistakes, stay ahead of regulations, and maintain legal standing.
A error-free payroll system keeps your employees happy, 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 error-free books and full compliance with regulations.
What We Do:
- Audit-Ready Financial Statements - Ensure all your financial reports are accurate and compliant.
- Internal Controls Assessment - Identify financial discrepancies, errors, and compliance gaps before they become major issues.
- Nonprofit & Grant Compliance Audits - Specialized support for nonprofits to track restricted funds and meet grantor requirements.
- 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.
Maintaining audit preparedness minimizes anxiety, ensures compliance, and shields your organization from costly penalties.
Beyond bookkeeping and regulatory adherence, we provide professional advice to help you improve earnings, get financing, and make smarter business decisions.
What We Offer:
- Profitability & Cost Analysis - Identify opportunities to boost revenue and reduce expenses for a stronger bottom line.
- Strategic Tax Planning - Maximize deductions, leverage tax credits, and refine your tax strategy to reduce tax burdens and retain more profits.
- Funding & Investor Readiness - Prepare professional financial reports and presentations to attract investors or obtain funding 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 surviving to thriving.
Our Tax Services
Taxes aren’t just a once-a-year task, they’re a critical part of your overall finances. Filing mistakes 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 self-employed, we file precise returns to keep you compliant and stress-free.
- Optimized Tax Savings - We uncover every tax break 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 peace of mind.
Taxes done right mean bigger tax refunds, fewer headaches, and complete peace of mind.
Lack of strategic tax planning costs businesses thousands each year. We help you stay tax-efficient, fully compliant, and strategically structured to reduce your liabilities.
What We Do:
- Year-Round Tax Strategy - 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 maximize tax efficiency.
- IRS Regulation Monitoring - IRS rules change often, and we ensure you stay ahead.
- Expense Optimization & Write-Off Strategies - We find deductions most businesses miss.
- 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, better financial outcomes, and less stress during tax season.
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 precision.
- Maximized Refunds - We find every write-off 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.
- Homeowner & Real Estate Tax Optimization - From mortgage interest 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, no tax season stress.
Sales and payroll 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, reporting, and nexus requirements.
- Payroll Tax Management - Ensure correct tax withholdings for employees and freelancers.
- Scheduled Tax Filings - Stay ahead of deadlines with our automated filing services.
- W-2 & 1099 Reporting - We handle W-2s, 1099s, and payroll tax deductions with precision.
Stay compliant, prevent penalties, and keep your business running smoothly.
Facing an IRS audit?, you don’t have to deal with it by yourself. We handle tax disputes, tax examinations, 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 recreate your documents and support your claims.
- IRS Fine Reduction - We negotiate down or eliminate IRS penalties and interest.
IRS audits are stressful, but we ensure you’re protected and secure a favorable resolution.
Struggling with back taxes or tax debts? We work on your behalf to settle your debts and restore your financial stability.
What We Do:
- Past-Due Tax Return Assistance - File overdue returns and avoid further penalties.
- IRS Installment Plans - We secure manageable monthly payment options.
- 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 best possible resolution for you.
Start Your Journey Today
Accurate, Reliable, and Stress-Free Bookkeeping
Are you tired of the stress 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 meet regulatory standards, optimize your resources, and reach your goals.
Take the first step towards financial peace today. Schedule your free consultation now and discover the power of precise bookkeeping!
- support@digitallyprecisebookkeeping.com
- (307) 441-5747