Online Bookkeeping Services Marion, IN
Your financial data are the cornerstone of your business’s prosperity. Accurate bookkeeping ensures you’re always prepared for tax season, grant applications, and important business decision-making. With Digitally Precise Bookkeeping, you will always know where your business stands financially.
About Us
Certified QuickBooks Bookkeepers
Managing your finances 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 specialists work seamlessly to ensure your financial records are accurate, organized, and up-to-date.
We know you have a lot to tick off on your to-do list, and stressing over 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 company’s success.
- Qualified Bookkeepers & Licensed CPAs
- Meticulous Approach
- Expert Knowledge
- Top Notch Customer Service
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 in order. 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 correctly from the start saves you time, reduces financial risks, and gives you a transparent financial picture. We take care of the entire setup process, ensuring your QuickBooks system is set up for accuracy, efficiency, and long-term success.
What We Offer:
Customized Chart of Accounts - We tailor your chart of accounts to fit your company’s setup, making it effortless to track earnings, spending, assets, and liabilities with accuracy.
- Bank & Credit Card Integration - We link your financial accounts to QuickBooks, enabling automated data synchronization and real-time reconciliation.
- Smart Categorization Rules - We set up intelligent financial tagging to ensure uniformity and error-free processing in your financial data, reducing manual work.
- Training & Support - We provide hands-on assistance with your QuickBooks setup, ensuring you grasp how to use it with confidence for your routine financial operations.
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 find it challenging to maintain 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 data back on track, error-free, and tax-compliant.
How We Help:
- Review & Correct Past Transactions - We identify and fix duplicate entries, incorrect categorizations, and unrecorded payments to ensure accuracy.
- Bank & Credit Card Reconciliation - We reconcile 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 manage pending invoices and bills, helping you stay on top of your cash flow.
- Audit-Ready Books - We ensure your financial statements are aligned with regulations, fully balanced, and prepared for investors, lenders, or {audits||compliance checks}.
Clean, accurate books provide needed financial clarity and position your business for growth.
We will take care of sorting your transactions and categorizing them correctly for your financial statements. This means no more confusion when it comes to your expenses and revenue. You will get a clear view of your finances, making tax season a breeze and giving you the insights you need to understand your business’s profitability.
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 mismatches early and ensure everything is accurate. This keeps your financial records up-to-date and prevents any errors.
Struggling with overdue bills, unpaid invoices, or missed bill deadlines? We streamline your accounts payable and receivable processes, ensuring cash flow remains steady and predictable.
How We Help:
- Accounts Payable Services - We handle coding, posting, bill payment (with explicit approval), account balancing, and reporting.
- Accounts Receivable Management - We manage coding and logging deposits, creating and sending invoices, sending statements, verifying records, and reporting.
No more late fees or overdue invoices. Your financial health will be predictable, well-managed, 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 detailed 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 optimizing expenses, improving working capital, 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 additional services based on your specific requirements. Reach out to us today for more information.
Some of our other service areas include Virtual Bookkeeping Services Kankakee, IL and Online Bookkeeping Solutions Biddeford, ME
Our Process
Our bookkeeping services kick off with an comprehensive consultation. During this phase, we thoroughly understand the unique needs and goals of your business. We recognize that every business has its own set of financial requirements 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 discrepancies in your system.
Determine Your Financial Requirements: Based on your operations, industry, and growth stage, we will identify the primary sections where bookkeeping support is needed, whether it is expense tracking or financial reporting.
Understand Your Goals: We ask questions to better understand your short-term and long-term goals. Do you want to improve cash flow management? Are you preparing for tax season? Do you need detailed statements for investors?
Customization: Based on the insights gathered, we will propose a bookkeeping strategy that’s customized to your needs.
Agree on Payment Plans: During/after this consultation, we will outline our payment structure, including pricing, 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:
- COA Setup: We create a personalized chart of accounts.
- Bank Account Integration: We connect your payment platforms for real-time updates.
- Invoicing System: We customize invoice templates.
- Record Migration: If applicable, we securely transfer historical financial data.
Training and Onboarding: We provide training sessions.
Payment Integration: We integrate PayPal, Stripe, credit card processors.
After the setup, we manage the bookkeeping operations.
What We Do:
Income & Expense Categorization
Financial 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 Business Consultation
Our commitment to your business doesn’t end with monthly reports. We offer dedicated assistance.
What We Do:
Review Monthly Reports
Monitor Financial Performance
Strategic Advice
Dedicated Support
Tax Compliance Updates
Troubleshooting
Growth Support
Payment Assistance
Our Accounting Services
Your financial statements aren’t just figures in a report, they are the foundation of your business’s success. Whether you need to make informed decisions, secure funding, or stay audit-ready, we deliver meticulously prepared, fully compliant financial statements that provide a clear picture of your organization’s standing.
What We Offer:
- Profit & Loss Statement (Income Statement) - Get a detailed breakdown of your earnings, outflows, and net income so you can track performance, spot patterns, and adjust strategies.
- Balance Sheet - A structured breakdown of your resources, debts, and equity, helping you understand where your business stands financially.
- Cash Flow Statement - See exactly where your money is coming from and where it’s going, so you can maintain stability and eliminate cash flow surprises.
- Financial Ratios & KPI Analysis - We evaluate key indicators like profit margins and liquidity ratios to uncover opportunities and financial weaknesses.
- Investor & Grant Reporting - Professionally prepared reports designed for banks, investors, and funding bodies to help you secure funding.
Well-prepared financial statements build confidence among investors, minimize uncertainties, and help you make data-driven decisions that ensure scalability.
A well-structured financial plan is the foundation to long-term success and financial stability. We create tailored budgets and forecasts to help you maintain control, mitigate risks, and make informed financial decisions.
How We Help:
- Annual & Monthly Budgeting - Structured financial plans based on historical trends, industry benchmarks, and future goals.
- Revenue & Expense Forecasting - Comprehensive projections that help you prepare for future financial needs, ensuring steady growth.
- Scenario Planning & Sensitivity Analysis - Best-case, worst-case, and realistic-case financial models to enhance financial resilience.
- Budget vs. Actual Performance Tracking - Regular comparisons between your financial projections and current financial performance to keep you on track.
Strategic budgeting and forecasting put you in control, minimize unexpected shortfalls, and allow you to achieve financial stability.
Generating revenue doesn’t ensure financial stability, cash flow does. We help you manage your cash flow proactively so you can cover expenses, pay employees, and scale your business.
What We Offer:
- Cash Flow Projections - Short- and long-term forecasts to prevent cash shortages and sustain stability.
- Accounts Payable & Receivable Optimization - Faster invoice collections and better vendor payment strategies to enhance cash flow.
- Expense Tracking & Cost Control - Spot wasteful spending, reduce financial waste, and maximize financial efficiency.
- Emergency Fund Planning - Build & strengthen financial reserves to shield your company from unexpected downturns.
- Liquidity & Solvency Planning - Ensure your business maintains healthy financial ratios and is always ready to expand.
Poor cash flow management is one of the biggest reasons businesses fail, our expertise keeps you ahead of financial challenges.
Errors in payroll can lead to unhappy employees, tax penalties, and regulatory violations. We handle payroll for you, ensuring your team gets paid correctly, without delays, and in complete alignment with regulations.
What We Do:
- Payroll Processing & Direct Deposits - Effortless handling of employee pay, contractor payments, and direct bank transfers.
- Federal & State Payroll Tax Withholding - Accurate tax deductions to keep your business legally sound.
- Quarterly & Annual Tax Filings - We handle all necessary payroll forms, including year-end employee tax forms, 1099s, and 941s.
- Benefits, Deductions & Overtime Compliance - Efficient management of health benefits, retirement plans, and overtime pay.
- Payroll Audits & Compliance Checks - Routine payroll inspections to identify mistakes, avoid penalties, and maintain legal standing.
A well-structured payroll process keeps your employees happy, safeguards your business, and maintains regulatory adherence.
Audits can be overwhelming, but they don’t have to be. We help you stay audit-ready year-round with meticulously maintained accounts 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 fraud risks, inaccuracies, and policy violations before they become major issues.
- Nonprofit & Grant Compliance Audits - Specialized support for NGOs to manage donor contributions and meet grantor requirements.
- IRS & Tax Audit Support - Full record-keeping, representation, and legal adherence 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 eliminates last-minute panic, keeps you legally secure, and protects your business from costly penalties.
Beyond financial tracking and compliance, we provide expert financial insights to help you increase profitability, secure funding, and enhance decision-making.
What We Offer:
- Revenue and Expense Evaluation - Identify opportunities to increase income and cut unnecessary costs for a stronger bottom line.
- Strategic Tax Planning - Maximize deductions, leverage tax credits, and refine your tax strategy to minimize liabilities and increase savings.
- Funding & Investor Readiness - Prepare comprehensive financial reports and presentations to gain investor interest 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 stagnant to thriving.
Our Tax Services
Taxes aren’t simply a once-a-year task, they’re a key 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 a freelancer, we file accurate returns to keep you penalty-free and worry-free.
- Maximized Deductions & Credits - We uncover every tax break you’re entitled to, so you retain more of your profits.
- Multi-State & Remote Worker Compliance - Doing business in multiple states? Hiring remote employees? We ensure smooth tax compliance.
- Fast & Secure E-Filing - Get your taxes submitted electronically for faster processing and no delays.
Taxes done right 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 properly set up 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.
- IRS Regulation Monitoring - IRS rules change often, and we ensure you stay ahead.
- Maximizing Deductions - We find deductions often overlooked by companies.
- Industry-Specific Tax Breaks - Whether you’re in tech, e-commerce, consulting, or nonprofits, we pinpoint tax advantages specific to your industry.
Proactive tax management means reduced expenses, better financial outcomes, and less stress during tax season.
Tax preparation shouldn’t be overwhelming. We simplify the process while ensuring you get the maximum refund possible.
What We Do:
- Tailored Tax Preparation - Whether you’re a salaried professional, investor, or business owner, we handle your taxes with expertise.
- Optimized Tax Savings - We find every write-off and credit to reduce what you owe and increase your refund.
- 401(k), IRA & Investment Tax Strategies - We help you save for retirement while keeping taxes low.
- Property Tax Benefits - From mortgage interest to rental income strategies, we ensure real estate works in your favor.
- 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 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 state tax filings, reconciliations, and multi-state compliance.
- Accurate Payroll Tax Processing - Ensure error-free tax withholdings for staff and freelancers.
- Scheduled Tax Filings - Stay ahead of compliance requirements with our automated filing services.
- W-2 & 1099 Reporting - We handle W-2s, 1099s, and payroll tax deductions with precision.
Remain IRS-compliant, avoid fines, and protect your financial future.
Facing an IRS audit?, you don’t have to deal with it by yourself. We handle IRS challenges, tax examinations, and IRS communications on your behalf.
What We Do:
- Full-Service Audit Representation - We take care of all IRS correspondence and advocate for your case.
- Financial Document Reconstruction - Missing financial records? We recreate your documents and support your claims.
- IRS Fine Reduction - We work to reduce or eliminate IRS fees and interest.
IRS audits are stressful, but we ensure you’re covered and secure a favorable resolution.
Struggling with back taxes or tax debts? We negotiate with the IRS 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 IRS-approved repayment plans.
- Tax Debt Settlement - Settle your tax debt for less than the original amount.
Avoid wage garnishments, tax liens, and legal trouble. We secure the best possible resolution for you.
Schedule Your Free Consultation
Accurate, Reliable, and Stress-Free Bookkeeping
Are you tired of the stress that comes with managing your financial records? Let us handle the figures while you focus on making an impact.
Our team of professional bookkeepers ensures your finances are always in order, helping you stay compliant, make informed decisions, and achieve financial clarity.
Take the first step towards financial clarity today. Schedule your free consultation now and experience the difference accurate bookkeeping brings!
- support@digitallyprecisebookkeeping.com
- (307) 441-5747