Virtual Bookkeeping Services Sapulpa, OK
Your financial data are the foundation of your business’s prosperity. Proper bookkeeping ensures you’re always prepared for tax filings, funding opportunities, 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 financial records should not be a stressful task, it should be a bridge to your growth. We specialize in helping startups and nonprofits stay financially secure and compliant. Our team of certified and licensed experts work efficiently to ensure your financial records are precise, organized, and up-to-date.
We know you have much to tick off on your daily tasks, and stressing over finances shouldn’t be one of them. We handle your transactions with care, giving you the clarity and peace of mind to focus on what truly matters most, your organization’s growth.
- Qualified Bookkeepers & Licensed CPAs
- Strong Attention To Detail
- Expert Knowledge
- Exceptional Client Support
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 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 properly from the outset helps you work efficiently, prevents costly mistakes, and ensures you have a accurate financial picture. We take care of the entire setup process, ensuring your QuickBooks system is configured for precision, efficiency, and long-term success.
How We Help:
Customized Chart of Accounts - We tailor your chart of accounts to fit your company’s setup, making it effortless to track income, expenses, assets, and liabilities with precision.
- Bank & Credit Card Integration - We link your financial accounts to QuickBooks, enabling automatic transaction imports and real-time financial tracking.
- Smart Categorization Rules - We configure intelligent financial tagging to ensure uniformity and error-free processing in your books, reducing manual work.
- Training & Support - We guide you through your QuickBooks setup, ensuring you fully comprehend how to navigate it effectively for your routine financial operations.
A streamlined, error-free QuickBooks system that makes financial management easier, saves time, and provides real-time financial clarity.
Behind on your bookkeeping? You’re not alone. Many businesses struggle to keep up with their financial records. Whether you're half a year or even years behind, we specialize in bringing your books up to date to get your records back on track, properly balanced, and tax-compliant.
How We Help:
- Review & Correct Past Transactions - We identify and fix duplicate entries, misclassified expenses, and missing transactions to ensure accuracy.
- Bank & Credit Card Reconciliation - We reconcile your accounts, synchronizing QuickBooks records with bank and credit card statements to fix errors.
- 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 outstanding invoices and expenses, helping you regain control over your business finances.
- Audit-Ready Books - We ensure your records are IRS-ready, fully balanced, and ready for investors, banks, or {audits||compliance checks}.
Well-maintained, fully reconciled books give you full visibility into your finances 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 confusion when it comes to your spending and income. You will get a organized view of your finances, making tax season a breeze 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 accurate and prevents any errors.
Struggling with delayed transactions, unpaid invoices, or forgotten due dates? We simplify your accounts payable and receivable processes, ensuring cash flow remains steady and predictable.
What We Offer:
- Accounts Payable Services - We handle coding, recording, expense settlement (upon authorization), account balancing, and reporting.
- Accounts Receivable Management - We manage classification and posting cash receipts, billing, sending statements, verifying records, and reporting.
No more missed payments or outstanding debt. Your cash flow 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 Financial Position, we ensure everything is organized. Stay informed with our regular financial reports. These reports give you a comprehensive view into your business’s performance.
Every month, we offer a customized consultation to review your financials and give you growth recommendations. Whether it’s optimizing expenses, improving liquidity, 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 specific requirements. Reach out to us today for more information.
Some of our other service areas include Online Bookkeeping Services New Castle, PA and Online Bookkeepers In Allison Park, PA
Our Process
Our bookkeeping services kick off with an initial assessment. During this phase, we carefully 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:
Analyze Your Current Financial Health: We will review your current bookkeeping practices, software, and financial records (if available). This helps us understand any discrepancies in your system.
Determine Your Financial Requirements: Based on your business model, industry, and growth stage, we will identify the key areas where bookkeeping support is needed, whether it is expense tracking or recordkeeping.
Align with Your Goals: We ask questions to better understand your immediate and future objectives. Do you want to improve cash flow management? Are you preparing for tax season? Do you need regular financial reports for board members?
Personalized Plan: Based on the insights gathered, we will propose a bookkeeping strategy that’s customized to your needs.
Outline Payment Structure: 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 Accounting Software: We use QuickBooks Online, known for its security.
Establish Your Bookkeeping Infrastructure:
- COA Setup: 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 invoice templates.
- Historical Data Transfer: If applicable, we securely transfer historical financial data.
User Training: We provide onboarding materials.
Payment Integration: We integrate PayPal, Stripe, credit card processors.
After the setup, we manage the day-to-day bookkeeping tasks.
What We Do:
Transaction Categorization
Financial Reconciliation
Financial Reporting
- Profit and Loss Statements
- Balance Sheets
- Cash Flow Statements
Accounts Payable and Receivable Management
- Accounts Payable
- Accounts Receivable
Payroll Management
Financial Clean-Up
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
Scaling Support
Payment Assistance
Our Accounting Services
Your financial statements aren’t just numbers on a page, they are the cornerstone of your company’s growth. Whether you need to plan strategically, attract investors, or ensure compliance, we deliver accurate, audit-ready financial statements that provide a clear picture of your company’s health.
What We Offer:
- Profit & Loss Statement (Income Statement) - Get a detailed breakdown of your revenue, outflows, and net income so you can measure growth, recognize opportunities, and adjust strategies.
- Balance Sheet - A structured breakdown of your resources, liabilities, and equity, helping you understand where your business stands financially.
- Cash Flow Statement - See exactly your revenue sources and how it’s being spent, 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 potential risks.
- Investor & Grant Reporting - Meticulously structured reports customized for financial institutions, investors, and grant agencies to help you raise capital.
Accurate financial statements enhance credibility among investors, strengthen financial security, and help you make data-driven decisions that drive growth.
A strong financial plan is the foundation to business growth and financial stability. We create customized budgets and forecasts to help you stay on track, anticipate challenges, and optimize resource allocation.
What We Offer:
- Annual & Monthly Budgeting - Detailed financial plans based on past performance, industry benchmarks, and future goals.
- Revenue & Expense Forecasting - Insightful projections that help you anticipate future financial needs, ensuring sustainable cash flow.
- Scenario Planning & Sensitivity Analysis - Best-case, worst-case, and realistic-case financial models to prepare your business for uncertainties.
- Budget vs. Actual Performance Tracking - Systematic comparisons between your planned budget and current financial performance to keep you on track.
Strategic budgeting and forecasting put you in control, minimize unexpected shortfalls, and allow you to scale sustainably.
Profitability doesn’t guarantee financial stability, steady cash flow is the real key. We help you take control of your cash flow effectively so you can meet financial obligations, compensate your team, and invest in growth.
How We Help:
- Cash Flow Projections - Short- and long-term forecasts to ensure financial security and sustain stability.
- Accounts Payable & Receivable Optimization - Faster invoice collections and better vendor payment strategies to improve cash flow.
- Expense Tracking & Cost Control - Spot wasteful spending, cut non-essential costs, and increase profitability.
- Emergency Fund Planning - Build & strengthen financial reserves to shield your company from economic uncertainty.
- Liquidity & Solvency Planning - Ensure your business maintains healthy financial ratios and is always positioned for scaling.
Uncontrolled cash flow is one of the leading reasons businesses fail, our expertise protects your company from this risk.
Payroll mistakes can lead to frustrated staff, tax penalties, and regulatory violations. We take payroll off your plate, ensuring your team gets paid correctly, punctually, and in complete alignment with regulations.
What We Do:
- Payroll Processing & Direct Deposits - Effortless handling of wages, contractor payments, and direct bank transfers.
- Federal & State Payroll Tax Withholding - Accurate tax withholding to keep your business compliant.
- Quarterly & Annual Tax Filings - We handle all necessary payroll forms, including year-end employee tax forms, contractor tax documents, and 941s.
- Benefits, Deductions & Overtime Compliance - Proper management of health benefits, 401(k) contributions, and overtime pay.
- Payroll Audits & Compliance Checks - Regular payroll inspections to identify mistakes, stay ahead of regulations, and adhere to labor laws.
A error-free payroll system ensures employee satisfaction, protects you from legal issues, and maintains regulatory adherence.
Audits can be stressful, but they don’t have to be. We help you stay audit-ready year-round with error-free books and full compliance with regulations.
How We Help:
- Audit-Ready Financial Statements - Ensure all your financial reports meet audit requirements.
- Internal Controls Assessment - Identify financial discrepancies, errors, and policy violations before they become major issues.
- Nonprofit & Grant Compliance Audits - Specialized support for charities to manage donor contributions and meet reporting standards.
- IRS & Tax Audit Support - Full paperwork preparation, expert guidance, 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.
Staying audit-ready eliminates last-minute panic, keeps you legally secure, and shields your organization from costly penalties.
Beyond bookkeeping and regulatory adherence, we provide professional 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 fine-tune your tax strategy to minimize liabilities and increase savings.
- Investment Preparation & Funding Strategy - Prepare professional 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 expanding.
Our Tax Services
Taxes aren’t simply a once-a-year task, they’re a critical part of your overall finances. Filing mistakes 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.
- 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 out-of-state workers? 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.
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 file your taxes; we proactively develop strategies to reduce your tax burden.
- Choosing the Right Business Structure - LLC, Sole Proprietorship, S-Corp, or C-Corp? We help you select the best structure to save on taxes.
- IRS Regulation Monitoring - IRS rules are constantly changing, and we ensure you stay ahead.
- Maximizing Deductions - We identify deductions most businesses miss.
- Industry-Specific Tax Breaks - 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 less stress during tax season.
Filing your taxes shouldn’t be overwhelming. We make it hassle-free while ensuring you get the biggest tax return possible.
What We Do:
- Personalized Tax Return Filing - Whether you’re a salaried professional, investor, or business owner, we handle your taxes with precision.
- Optimized Tax Savings - We find every write-off and credit to minimize your tax liability 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 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:
- Sales Tax Registration & Filing - We manage state tax filings, reporting, and nexus requirements.
- Accurate Payroll Tax Processing - Ensure error-free tax withholdings for staff and contractors.
- Scheduled Tax Filings - Stay ahead of deadlines with our timely filing services.
- Employee & Contractor Tax Compliance - We handle W-2s, freelancer tax documents, and payroll tax deductions with precision.
Stay compliant, prevent penalties, and keep your business running smoothly.
If the IRS comes knocking, you don’t have to face them alone. We handle tax disputes, audits, and IRS communications on your behalf.
What We Do:
- Full-Service Audit Representation - We take care of all IRS correspondence and defend your tax filings.
- Financial Document Reconstruction - Lost receipts? We rebuild your documents and prove compliance.
- IRS Fine Reduction - We negotiate down or eliminate IRS fees and interest.
Tax audits can be overwhelming, but we ensure you’re protected and get the best possible outcome.
Struggling with back taxes or IRS penalties? We negotiate with the IRS to settle your debts and get you back on track.
What We Do:
- Back Tax Filing & Compliance - File overdue returns and regain compliance.
- IRS Installment Plans - We secure affordable monthly payment options.
- Offer in Compromise (OIC) Assistance - Reduce what you owe for a fraction of the original amount.
Stop IRS collections, asset seizures, and financial stress. We secure the best possible resolution for you.
Schedule 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 figures while you focus on scaling your business.
Our team of certified bookkeeping experts ensures your finances are always in order, helping you meet regulatory standards, optimize your resources, and improve transparency.
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