Reliable Bookkeeping Services Jackson Heights, NY

Setting up QuickBooks the right way from the outset saves you time, prevents costly mistakes, and ensures you have a transparent view of your finances. We take care of the entire setup process, ensuring your QuickBooks system is set up 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 effortless to track income, spending, 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 configure automated sorting systems to ensure consistency and error-free processing in your financial records, cutting down on repetitive tasks.  
• Training & Support - We provide hands-on assistance with your QuickBooks setup, ensuring you grasp how to navigate it effectively for your daily business transactions.  

A streamlined, accurate QuickBooks system that simplifies bookkeeping, improves productivity, and keeps you financially informed.  

Behind on your bookkeeping? You’re not alone. Many organizations struggle to keep up with their books. Whether you're half a year or even years behind, we specialize in clean-up and catch-up bookkeeping to get your financial accounts back on track, error-free, and audit-ready.

How We Help:

• Review & Correct Past Transactions - We identify and fix unintentional duplicates, misclassified expenses, and overlooked expenses to ensure error-free records.
• Bank & Credit Card Reconciliation - We match your accounts, aligning QuickBooks records with bank and credit card statements to fix errors.
• Financial Report Adjustments - We correct errors in your balance sheet and P&L statements to reflect your true financial position.
• Overdue Invoices & Bill Management - We track pending payments and expenses, helping you regain control over your business finances.
• Audit-Ready Books - We ensure your records are aligned with regulations, fully reconciled, and prepared 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 guesswork when it comes to your spending and revenue. 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 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 errors early and ensure everything matches up. This keeps your financial records accurate and prevents any errors.

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.

What We Offer:

• Accounts Payable Services - We handle classification, logging, bill payment (with explicit approval), reconciliation, and reporting.
• Accounts Receivable Management - We manage classification and recording incoming payments, billing, sending statements, matching transactions, and reporting.

No more missed payments or outstanding debt. Your cash flow will be steady, organized, and hassle-free.

We handle all the heavy lifting when it comes to your financial statements. From tracking your Income Statement to managing your Financial Position, we ensure everything is organized. Stay informed with our monthly financial reports. These reports give you a clear insight into your business’s financial health.

Every month, we offer a tailored consultation to review your financials and give you growth recommendations. Whether it’s cutting unnecessary spending, 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 custom solutions based on your unique needs. Reach out to us today for more information.

Some of our other service areas include Virtual Bookkeeping Services Ashland, KY and Virtual Bookkeeping Services Portlaoise, Leinster