Virtual Bookkeeping Solutions Lafayette, IN

Setting up QuickBooks properly from the outset saves you time, reduces financial risks, and gives you a clear 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 company’s setup, making it simple to track income, expenses, assets, and liabilities with precision.  

• Bank & Credit Card Integration - We link your banking information to QuickBooks, enabling automated data synchronization and real-time reconciliation.  
• Smart Categorization Rules - We configure intelligent financial tagging to maintain consistency and error-free processing in your books, cutting down on repetitive tasks.  
• Training & Support - We guide you through your QuickBooks setup, ensuring you grasp how to use it efficiently for your routine financial operations.  

A well-organized, accurate QuickBooks system that simplifies bookkeeping, reduces workload, and keeps you financially informed.  

Behind on your bookkeeping? You’re not alone. Many businesses struggle to keep up with their books. Whether you're several months or even years behind, we specialize in clean-up and catch-up bookkeeping to get your financial data back on track, properly balanced, and tax-compliant.

How We Help:

• Review & Correct Past Transactions - We identify and fix duplicate entries, misclassified expenses, and overlooked expenses to ensure financial integrity.
• Bank & Credit Card Reconciliation - We match your accounts, aligning QuickBooks records with bank and credit card statements to correct discrepancies.
• Financial Report Adjustments - We correct discrepancies in your financial statement and P&L statements to reflect your true financial position.
• 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 financial records are IRS-ready, fully reconciled, and ready for investors, banks, or {audits||compliance checks}.

Clean, accurate books offer transparency and position your business for growth.

We will take care of organizing 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 breeze 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 reconciled. 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 errors.

Struggling with delayed transactions, unpaid invoices, or forgotten due dates? We simplify your incoming and outgoing payments processes, ensuring you maintain financial stability.

What We Offer:

• Accounts Payable Services - We handle classification, posting, expense settlement (with explicit approval), account balancing, and reporting.
• Accounts Receivable Management - We manage coding and posting cash receipts, creating and sending invoices, sending statements, verifying records, and reporting.

No more missed payments or outstanding debt. Your financial health will be steady, organized, and stress-free.

We handle all the complex processes when it comes to your financial statements. From tracking your Income Statement to managing your Balance Sheet, we ensure everything is organized. Stay informed with our regular financial reports. These reports give you a clear picture into your business’s performance.

Every month, we offer a customized consultation to review your financials and give you strategic advice. Whether it’s reducing costs, improving liquidity, or planning for the future, we will work with you to make sure your finances align with your goals.

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 Reliable Bookkeeping Services Harker Heights, TX and Remote Bookkeeping Solutions Bishopwearmouth, England