Virtual Bookkeeping Solutions Sheldon, MI

Setting up QuickBooks the right way from the start saves you time, reduces financial risks, and provides you with a clear view of your finances. We take care of the entire setup process, ensuring your QuickBooks system is set up for error-free operation, efficiency, and future growth.  

What We Offer:

Customized Chart of Accounts - We customize your chart of accounts to fit your company’s setup, making it effortless to track earnings, spending, assets, and liabilities with precision.  

• Bank & Credit Card Integration - We connect your financial accounts to QuickBooks, enabling automated data synchronization and real-time reconciliation.  
• Smart Categorization Rules - We configure transaction categorization rules to maintain 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 effectively for your ongoing financial operations.  

A well-organized, error-free QuickBooks system that simplifies bookkeeping, saves time, and keeps you financially informed.  

Behind on your bookkeeping? You’re not alone. Many businesses struggle to keep up with their financial records. Whether you're several months or even multiple years behind, we specialize in clean-up and catch-up bookkeeping to get your financial data back on track, error-free, and audit-ready.

What We Offer:

• Review & Correct Past Transactions - We identify and fix unintentional duplicates, misclassified expenses, and overlooked expenses to ensure error-free records.
• Bank & Credit Card Reconciliation - We match your accounts, balancing QuickBooks records with bank and credit card statements to fix errors.
• Financial Report Adjustments - We fix discrepancies in your balance sheet and profit & loss statements to reflect your true financial position.
• Overdue Invoices & Bill Management - We manage pending payments and expenses, helping you stay on top of your cash flow.
• Audit-Ready Books - We ensure your records are IRS-ready, fully reconciled, and ready for investors, lenders, or {audits||compliance checks}.

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

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 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 aligns. This keeps your financial records accurate and prevents any mistakes.

Struggling with late payments, unpaid invoices, or missed bill deadlines? We simplify your accounts payable and receivable processes, ensuring cash flow remains steady and predictable.

What We Offer:

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

No more missed payments or overdue invoices. Your cash flow will be consistent, organized, and hassle-free.

We handle all the complex processes 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 detailed reports. These reports give you a comprehensive view into your business’s performance.

Every month, we offer a personalized consultation to review your financials and give you strategic advice. Whether it’s reducing costs, 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 Stress-Free Bookkeeping Solutions Bealton, Ontario and Accurare Bookkeeping Solutions Burnaby, British Columbia