Virtual Bookkeeping Services Norman, OK
Your accounting records are the foundation of your business’s prosperity. Proper bookkeeping ensures you’re always prepared for tax season, investment opportunities, and important business decision-making. With Digitally Precise Bookkeeping, you will always know where your business stands financially.
About Us
QuickBooks-Certified Professionals
Managing your financial accounts should not be a hassle, it should be a bridge to your growth. We specialize in helping startups and nonprofits stay financially secure and legally aligned. Our team of certified and licensed experts work diligently to ensure your financial records are precise, structured, and up-to-date.
We know you have a lot to check off on your agenda, and stressing over finances shouldn’t be one of them. We handle your financial records with precision, giving you the clarity and peace of mind to focus on what truly matters most, your organization’s growth.
- Certified Bookkeepers & Licensed CPAs
- Detail-Oriented Professionals
- Expert Knowledge
- Top Notch Customer Service
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 in order. 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 correctly from the outset helps you work efficiently, prevents costly mistakes, and provides you with a transparent view of your finances. We handle the entire setup process, ensuring your QuickBooks system is configured for error-free operation, efficiency, and future growth.
What We Offer:
Customized Chart of Accounts - We customize your chart of accounts to match your company’s setup, making it effortless to track earnings, expenses, assets, and liabilities with accuracy.
- Bank & Credit Card Integration - We connect your financial accounts to QuickBooks, enabling automatic data synchronization and real-time financial tracking.
- Smart Categorization Rules - We set up intelligent financial tagging to ensure consistency and error-free processing in your financial data, reducing manual work.
- Training & Support - We guide you through your QuickBooks setup, ensuring you grasp how to navigate it with confidence for your daily financial operations.
A well-organized, error-free QuickBooks system that makes financial management easier, reduces workload, and keeps you financially informed.
Behind on your bookkeeping? You’re not alone. Many companies struggle to keep up with their books. Whether you're half a year or even multiple years behind, we specialize in clean-up and catch-up bookkeeping to get your financial accounts back on track, accurate, and tax-compliant.
What We Offer:
- Review & Correct Past Transactions - We detect and correct duplicate entries, misclassified expenses, and missing transactions to ensure error-free records.
- Bank & Credit Card Reconciliation - We match your accounts, synchronizing QuickBooks records with bank and credit card statements to ensure consistency.
- 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 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 help you make informed decisions.
We will take care of organizing your transactions and categorizing them correctly for your financial statements. This means no more guesswork when it comes to your expenses and income. You will get a organized view of your finances, making tax season a smooth experience 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 balanced. By reconciling your accounts every month, we catch any discrepancies early and ensure everything aligns. This keeps your financial records error-free and prevents any errors.
Struggling with delayed transactions, unpaid invoices, or forgotten due dates? We streamline your accounts payable and receivable processes, ensuring you maintain financial stability.
What We Offer:
- Accounts Payable Services - We handle classification, posting, bill payment (upon authorization), reconciliation, and reporting.
- Accounts Receivable Management - We manage categorization and posting cash receipts, billing, sending statements, reconciling, and reporting.
No more missed payments or overdue invoices. Your financial health will be predictable, 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 monthly 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 business insights. Whether it’s optimizing expenses, improving working capital, 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 specific requirements. Reach out to us today for more information.
Some of our other service areas include Virtual Bookkeeping Services Halfmoon, NY and Online Bookkeepers In Lower West Side, IL
Our Process
Our bookkeeping services kick off with an initial assessment. During this phase, we take the time to 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:
Analyze Your Current Financial Health: We will review your financial processes, software, and financial records (if available). This helps us understand any existing gaps in your system.
Identify Your Financial Needs: 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.
Clarify Your Financial Objectives: We ask questions to better understand your immediate and future objectives. Do you want to enhance cash flow? Are you preparing for tax season? Do you need regular financial reports for board members?
Tailored Strategy: Based on the insights gathered, we will propose a bookkeeping strategy that’s tailored 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:
Select the Appropriate Accounting Platform: We use QuickBooks Online, known for its scalability.
Set Up Your System:
- COA Setup: We create a customized chart of accounts.
- Bank Account Integration: We connect your bank accounts for automatic transaction imports.
- Invoicing System: We customize payment options.
- Data Migration: If applicable, we securely migrate historical financial data.
User Training: We provide onboarding materials.
Payment Integration: We integrate PayPal, Stripe, credit card processors.
After the setup, we take over the bookkeeping operations.
What We Do:
Expense Classification
Monthly 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
Monitor Financial Performance
Make Recommendations
Ongoing Communication
Proactive Financial Advice
Troubleshooting
Growth 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, secure funding, or stay audit-ready, we deliver precise, fully compliant financial statements that provide a transparent overview of your company’s health.
What We Offer:
- Profit & Loss Statement (Income Statement) - Get a detailed breakdown of your earnings, expenses, and profits so you can track performance, identify trends, and adjust strategies.
- Balance Sheet - A concise overview of your assets, debts, and equity, helping you understand where your business stands financially.
- Cash Flow Statement - See exactly where your money is coming from and your expense distribution, so you can keep finances under control and prevent financial gaps.
- Financial Ratios & KPI Analysis - We evaluate key indicators like profit margins and liquidity ratios to spot areas for growth and financial weaknesses.
- Investor & Grant Reporting - Professionally prepared reports designed for banks, investors, and grant agencies to help you secure funding.
Reliable financial statements increase trust among investors, strengthen financial security, and help you steer your business toward success that ensure scalability.
A strong financial plan is the foundation to business growth and stability. We create customized budgets and forecasts to help you align with your goals, mitigate risks, and steer your business with confidence.
What We Offer:
- Annual & Monthly Budgeting - Data-backed financial plans based on previous financial data, market standards, and future goals.
- Revenue & Expense Forecasting - Insightful projections that help you prepare for future financial needs, ensuring financial preparedness.
- Scenario Planning & Sensitivity Analysis - Best-case, worst-case, and expected-case financial models to equip you for changing market conditions.
- Budget vs. Actual Performance Tracking - Systematic comparisons between your financial projections and real-world financial performance to adjust strategies proactively.
Effective budgeting and forecasting give you financial confidence, minimize unexpected shortfalls, and allow you to grow with confidence.
Generating revenue doesn’t guarantee financial stability, steady cash flow is the real key. We help you take control of your cash flow proactively so you can stay operational, compensate your team, and scale your business.
What We Offer:
- Cash Flow Projections - Short- and long-term forecasts to ensure financial security 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, cut non-essential costs, and increase margins.
- Emergency Fund Planning - Build & strengthen financial reserves to shield your company from unforeseen challenges.
- Liquidity & Solvency Planning - Ensure your business achieves healthy financial ratios and is always ready to expand.
Uncontrolled cash flow is one of the biggest reasons businesses struggle, our expertise keeps you ahead of financial challenges.
Errors in payroll can lead to dissatisfied workers, tax penalties, and compliance issues. We take payroll off your plate, ensuring your team gets paid accurately, on time, and in complete alignment with government policies.
How We Help:
- Payroll Processing & Direct Deposits - Reliable handling of employee pay, contractor payments, and automatic deposits.
- Federal & State Payroll Tax Withholding - Accurate tax calculations to keep your business free from penalties.
- Quarterly & Annual Tax Filings - We handle all payroll-related tax documents, including W-2s, contractor tax documents, and quarterly tax returns.
- Benefits, Deductions & Overtime Compliance - Accurate management of health benefits, retirement plans, and extra hours compensation.
- Payroll Audits & Compliance Checks - Regular payroll reviews to catch errors, stay ahead of regulations, and maintain legal standing.
A reliable payroll system ensures employee satisfaction, shields you from lawsuits, and maintains regulatory adherence.
Audits can be stressful, but they don’t have to be. We help you stay audit-ready year-round with accurate financial records and full compliance with regulations.
What We Offer:
- Audit-Ready Financial Statements - Ensure all your financial reports meet audit requirements.
- Internal Controls Assessment - Identify financial discrepancies, inaccuracies, and regulatory weaknesses before they become major issues.
- Nonprofit & Grant Compliance Audits - Specialized support for charities to track restricted funds and meet funding guidelines.
- IRS & Tax Audit Support - Full paperwork preparation, representation, and legal adherence if you’re audited.
- Pre-Audit Preparation & Risk Mitigation - We review your records to spot potential red flags before an audit begins.
Staying audit-ready reduces stress, keeps you legally secure, and shields your organization from costly penalties.
Beyond financial tracking and compliance, we provide professional advice to help you increase profitability, secure funding, and make smarter business decisions.
What We Offer:
- Revenue and Expense Evaluation - Identify opportunities to boost revenue 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 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 surviving to thriving.
Our Tax Services
Taxes aren’t just a annual task, they’re a key part of your overall finances. Filing mistakes or missed deductions can cost you thousands. 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 all eligible deductions you’re entitled to, so you retain more of your profits.
- Multi-State & Remote Worker Compliance - Doing business across state lines? Hiring out-of-state workers? We ensure smooth tax compliance.
- Fast & Secure E-Filing - Get your taxes submitted electronically for quicker refunds and no delays.
Taxes done right mean bigger tax refunds, fewer headaches, and zero stress.
Poor tax planning costs businesses thousands each year. We help you stay tax-efficient, fully aligned with IRS regulations, and properly set up to reduce your liabilities.
What We Do:
- Year-Round Tax Strategy - We don’t just handle tax returns; we proactively develop strategies to minimize your tax burden.
- Business Entity Selection - LLC, Sole Proprietorship, S-Corp, or C-Corp? We help you select the best structure to maximize tax efficiency.
- Up-to-Date Compliance - IRS rules are constantly changing, and we ensure you remain compliant.
- Expense Optimization & Write-Off Strategies - We identify deductions often overlooked by companies.
- Industry-Specific Tax Breaks - Whether you’re in technology, e-commerce, consulting, or nonprofits, we pinpoint financial benefits specific to your industry.
Proactive tax management means reduced expenses, 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 W-2 employee, investor, or business owner, we handle your taxes with precision.
- Optimized Tax Savings - We find every write-off and credit to reduce what you owe and boost your refund.
- Retirement & Investment Tax Planning - We help you build wealth 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 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:
- End-to-End Sales Tax Compliance - We manage sales tax collection, reconciliations, and multi-state compliance.
- Accurate Payroll Tax Processing - Ensure correct tax withholdings for staff and contractors.
- 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 accuracy.
Stay compliant, prevent penalties, and keep your business running smoothly.
If the IRS comes knocking, you don’t have to deal with it by yourself. We handle IRS challenges, audits, 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 prove compliance.
- IRS Fine Reduction - We work to reduce or eliminate IRS penalties and interest.
Tax audits can be overwhelming, but we ensure you’re covered and secure a favorable resolution.
Struggling with back taxes or tax debts? We negotiate with the IRS to reduce what you owe and restore your financial stability.
What We Do:
- Back Tax Filing & Compliance - Get caught up and avoid further penalties.
- IRS Installment Plans - We negotiate affordable IRS-approved repayment plans.
- Offer in Compromise (OIC) Assistance - Reduce what you owe for a fraction of the original amount.
Stop IRS collections, tax liens, and financial stress. We fight for the best possible resolution for you.
Book 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 certified bookkeeping experts ensures your finances are always in order, helping you stay compliant, make informed decisions, and achieve financial clarity.
Take the first step towards financial peace today. Book your free consultation now and discover the power of precise bookkeeping!
- support@digitallyprecisebookkeeping.com
- (307) 441-5747