Online Bookkeeping Services Kendale Lakes, FL
Your accounting records are the backbone of your business’s success. 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
QuickBooks-Certified Professionals
Managing your financial records should not be a burden, it should be a pathway to your success. We specialize in helping startups and charitable organizations stay financially secure and in line with regulations. Our team of certified and licensed experts work diligently to ensure your books are precise, structured, 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 finances with accuracy, giving you the clarity and peace of mind to focus on what truly matters most, your company’s success.
- Qualified Bookkeepers & Licensed CPAs
- Detail-Oriented Professionals
- Expert Knowledge
- 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 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 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 start helps you work efficiently, prevents costly mistakes, and gives you a clear financial picture. We handle the entire setup process, ensuring your QuickBooks system is set up for error-free operation, efficiency, and sustainable financial management.
What We Offer:
Customized Chart of Accounts - We customize your chart of accounts to match your organizational needs, making it effortless to track income, expenses, assets, and liabilities with precision.
- Bank & Credit Card Integration - We sync your financial accounts to QuickBooks, enabling automatic data synchronization and real-time reconciliation.
- Smart Categorization Rules - We set up automated sorting systems to ensure consistency and error-free processing in your records, reducing manual work.
- Training & Support - We walk you through your QuickBooks setup, ensuring you understand how to navigate it efficiently for your ongoing business transactions.
A streamlined, accurate QuickBooks system that makes financial management easier, saves time, and provides real-time financial clarity.
Behind on your bookkeeping? You’re not alone. Many organizations struggle to keep up with their financial records. Whether you're several months or even multiple years behind, we specialize in bringing your books up to date to get your financial accounts back on track, properly balanced, and audit-ready.
How We Help:
- Review & Correct Past Transactions - We identify and fix repeated transactions, misclassified expenses, and missing transactions to ensure accuracy.
- Bank & Credit Card Reconciliation - We reconcile your accounts, balancing QuickBooks records with bank and credit card statements to correct discrepancies.
- Financial Report Adjustments - We fix errors in your balance sheet and P&L statements to reflect your true financial position.
- Overdue Invoices & Bill Management - We organize pending payments and bills, helping you regain control over your cash flow.
- Audit-Ready Books - We ensure your financial records are aligned with regulations, fully balanced, and ready for investors, banks, or {audits||compliance checks}.
Up-to-date, fully reconciled books give you full visibility into your finances 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 inconsistencies when it comes to your spending 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 reconciled. By reconciling your accounts every month, we catch any mismatches early and ensure everything is accurate. This keeps your financial records up-to-date and prevents any oversights.
Struggling with delayed transactions, outstanding balances, 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 (with explicit approval), reconciliation, and reporting.
- Accounts Receivable Management - We manage categorization and recording incoming payments, invoicing, sending statements, matching transactions, and reporting.
No more missed payments or outstanding debt. Your financial health will be predictable, organized, and stress-free.
We handle all the tedious tasks when it comes to your financial statements. From tracking your Profit & Loss to managing your Financial Position, we ensure everything is up-to-date. Stay informed with our monthly financial reports. These reports give you a clear picture into your business’s profitability.
Every month, we offer a personalized consultation to review your financials and give you strategic advice. Whether it’s cutting unnecessary spending, improving cash flow, 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 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 Maryville, TN and Online Bookkeeping Solutions Mansfield, OH
Our Process
Our bookkeeping services kick off with an comprehensive 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:
Evaluate Your Financial Status: We will review your existing accounting systems, software, and financial records (if available). This helps us understand any discrepancies in your system.
Pinpoint Key Bookkeeping Needs: Based on your operations, industry, and growth stage, we will identify the primary sections where bookkeeping support is needed, whether it is cost tracking or financial reporting.
Align with Your Goals: We ask questions to better understand your business aspirations. Do you want to enhance cash flow? Are you preparing for tax season? Do you need ongoing 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 service rates, billing frequency, and payment methods.
Once we understand your business requirements, we move on to establishing your bookkeeping system.
What We Do:
Choose The Right Cloud-Based Software: We use QuickBooks Online, known for its user-friendly interface.
Establish Your Bookkeeping Infrastructure:
- Chart of Accounts: We create a tailored chart of accounts.
- Automated Bank Sync: We connect your payment platforms for real-time updates.
- Invoice and Payment Setup: We customize payment options.
- Data Migration: If applicable, we securely transfer historical financial data.
Software Training: We provide training sessions.
Payment Integration: We integrate PayPal, Stripe, credit card processors.
After the setup, we manage the ongoing bookkeeping processes.
What We Do:
Transaction Categorization
Financial Reconciliation
Regular Reports
- Profit and Loss Statements
- Balance Sheets
- Cash Flow Statements
Accounts Payable and Receivable Management
- Accounts Payable
- Accounts Receivable
Payroll Management
Clean-Up/Catch-Up Work
Monthly Business Consultation
Our commitment to your business doesn’t end with monthly reports. We offer continuous support.
What We Do:
Review Financial Reports
Review Financial Health
Improvement Suggestions
Ongoing Communication
Proactive Financial Advice
Troubleshooting
Scaling Support
Payment Assistance
Our Accounting Services
Your financial statements aren’t just figures in a report, they are the foundation of your company’s growth. 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 company’s health.
How We Help:
- Profit & Loss Statement (Income Statement) - Get a detailed breakdown of your revenue, expenses, and net income so you can measure growth, spot patterns, and adjust strategies.
- Balance Sheet - A structured breakdown of your resources, debts, and equity, helping you assess your financial health.
- Cash Flow Statement - See exactly where your money is coming from and your expense distribution, so you can keep finances under control and avoid cash shortages.
- Financial Ratios & KPI Analysis - We assess key indicators like profit margins and liquidity ratios to spot areas for growth and red flags.
- Investor & Grant Reporting - Meticulously structured reports customized for banks, investors, and grant agencies to help you win grants.
Accurate financial statements build confidence among investors, reduce financial risk, and help you steer your business toward success that drive growth.
A well-structured financial plan is the foundation to long-term success and stability. We create tailored budgets and forecasts to help you align with your goals, prepare for uncertainties, and steer your business with confidence.
What We Offer:
- Annual & Monthly Budgeting - Structured financial plans based on past performance, industry benchmarks, and future goals.
- Revenue & Expense Forecasting - Insightful projections that help you anticipate future financial needs, ensuring financial preparedness.
- Scenario Planning & Sensitivity Analysis - Best-case, worst-case, and realistic-case financial models to equip you for changing market conditions.
- Budget vs. Actual Performance Tracking - Regular comparisons between your planned budget and actual financial performance to keep you on track.
Strategic budgeting and forecasting give you financial confidence, minimize unexpected shortfalls, and allow you to scale sustainably.
Profitability 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 scale your business.
What We Offer:
- Cash Flow Projections - Immediate and future forecasts to prevent cash shortages and maintain stability.
- Accounts Payable & Receivable Optimization - Accelerated payments from clients and better vendor payment strategies to enhance cash flow.
- Expense Tracking & Cost Control - Identify inefficiencies, cut non-essential costs, and increase margins.
- Emergency Fund Planning - Build & strengthen financial reserves to protect your business from unforeseen challenges.
- Liquidity & Solvency Planning - Ensure your business sustains healthy financial ratios and is always positioned for scaling.
Uncontrolled cash flow is one of the biggest reasons businesses struggle, our expertise keeps you ahead of financial challenges.
Payroll mismanagement can lead to dissatisfied workers, tax penalties, and compliance issues. We handle payroll for you, ensuring your team gets paid accurately, without delays, and in complete alignment with government policies.
What We Do:
- Payroll Processing & Direct Deposits - Reliable handling of employee pay, contractor payments, and electronic payments.
- Federal & State Payroll Tax Withholding - Precise tax withholding to keep your business free from penalties.
- Quarterly & Annual Tax Filings - We handle all employee tax reports, including W-2s, 1099s, and 941s.
- Benefits, Deductions & Overtime Compliance - Accurate management of health benefits, 401(k) contributions, and extra hours compensation.
- Payroll Audits & Compliance Checks - Scheduled payroll evaluations to prevent issues, avoid penalties, and adhere to labor laws.
A reliable payroll system keeps your employees happy, protects you from legal issues, and ensures compliance.
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 pass audits with ease.
- Internal Controls Assessment - Identify fraud risks, errors, and compliance gaps 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 paperwork preparation, representation, 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 shields your organization from costly penalties.
Beyond financial tracking and compliance, we provide expert advice to help you increase profitability, secure funding, and enhance decision-making.
What We Offer:
- Profitability & Cost Analysis - Identify opportunities to increase income and cut unnecessary costs for a healthier bottom line.
- Strategic Tax Planning - Maximize deductions, leverage tax credits, and refine your tax strategy to minimize liabilities 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 grant funding, donor engagement, and cost-effective financial management to ensure long-term stability.
The right financial strategy can take your business from surviving to expanding.
Our Tax Services
Taxes aren’t just a annual task, they’re a critical part of your financial well-being. 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 self-employed, we file accurate returns to keep you penalty-free and stress-free.
- Optimized Tax Savings - We uncover every tax break you’re entitled to, so you retain more of your hard-earned money.
- 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 submitted electronically for faster processing and peace of mind.
Taxes done correctly mean more savings, fewer headaches, and zero stress.
Lack of strategic tax planning costs businesses a fortune 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 plan ways to reduce your tax burden.
- Business Entity Selection - LLC, Sole Proprietorship, S-Corp, or C-Corp? We help you pick the best structure to save on taxes.
- Up-to-Date Compliance - IRS rules change often, and we ensure you remain compliant.
- Expense Optimization & Write-Off Strategies - We identify 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.
Smart tax planning means lower costs, higher profits, and fewer IRS concerns.
Tax preparation shouldn’t be overwhelming. We simplify the process while ensuring you get the biggest tax return possible.
What We Do:
- Tailored Tax Preparation - Whether you’re a salaried professional, investor, or business owner, we handle your taxes with expertise.
- Maximized Refunds - We find every deduction and credit to minimize your tax liability and increase your refund.
- Retirement & Investment Tax Planning - We help you save for retirement while keeping taxes low.
- Property Tax Benefits - From mortgage interest to capital gains, we ensure real estate works in your favor.
- Family Tax Benefits - Got kids? We ensure you maximize every available tax break.
More money in your pocket, no tax season stress.
Sales and employment tax mistakes can lead to hefty penalties. We ensure your business remains compliant and penalty-free.
What We Do:
- Sales Tax Registration & Filing - We manage sales tax collection, reconciliations, and nexus requirements.
- Accurate Payroll Tax Processing - Ensure error-free tax withholdings for employees and freelancers.
- Scheduled Tax Filings - Stay ahead of compliance requirements with our automated filing services.
- Employee & Contractor Tax Compliance - We handle employee tax forms, 1099s, and payroll tax deductions with accuracy.
Remain IRS-compliant, prevent penalties, and keep your business running smoothly.
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:
- 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.
- Penalty & Interest Negotiation - We negotiate down or eliminate IRS penalties and charges.
Tax audits can be overwhelming, but we ensure you’re protected and get the best possible outcome.
Overwhelmed by unpaid taxes or IRS penalties? We negotiate with the IRS to reduce what you owe and get you back on track.
What We Do:
- Past-Due Tax Return Assistance - Get caught up and regain compliance.
- IRS Installment Plans - We secure manageable IRS-approved repayment plans.
- Tax Debt Settlement - Reduce what you owe for a fraction of the original amount.
Stop IRS collections, asset seizures, and legal trouble. We fight for the most favorable outcome for you.
Book 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 books while you focus on making an impact.
Our team of certified bookkeeping experts ensures your finances are always in order, helping you stay compliant, gain financial clarity, and achieve financial clarity.
Take the first step towards financial clarity today. Book your free consultation now and experience the difference accurate bookkeeping brings!
- support@digitallyprecisebookkeeping.com
- (307) 441-5747