Online Bookkeeping Services Shirley, NY

Setting up QuickBooks properly from the beginning helps you work efficiently, reduces financial risks, and gives you a accurate financial picture. We handle the entire setup process, ensuring your QuickBooks system is configured for precision, efficiency, and sustainable financial management.  

How We Help:

Customized Chart of Accounts - We tailor your chart of accounts to align with your organizational needs, making it effortless to track revenue, spending, assets, and liabilities with accuracy.  

• Bank & Credit Card Integration - We connect your financial accounts to QuickBooks, enabling automatic data synchronization and real-time reconciliation.  
• Smart Categorization Rules - We set up transaction categorization rules to maintain uniformity and error-free processing in your books, cutting down on repetitive tasks.  
• Training & Support - We walk you through your QuickBooks setup, ensuring you grasp how to use it efficiently for your ongoing 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 organizations fall behind on their books. Whether you're several months or even multiple years behind, we specialize in bringing your books up to date to get your records back on track, properly balanced, and audit-ready.

What We Offer:

• Review & Correct Past Transactions - We identify and fix duplicate entries, misclassified expenses, and unrecorded payments to ensure financial integrity.
• Bank & Credit Card Reconciliation - We reconcile your accounts, balancing QuickBooks records with bank and credit card statements to fix errors.
• Financial Report Adjustments - We fix errors in your balance sheet and profit & loss statements to reflect your true financial position.
• Overdue Invoices & Bill Management - We track outstanding invoices and bills, helping you regain control over your business finances.
• Audit-Ready Books - We ensure your records are aligned with regulations, fully balanced, and prepared for investors, lenders, or {audits||compliance checks}.

Well-maintained, fully reconciled books provide needed financial clarity and set you up for future success.

We will take care of sorting your transactions and categorizing them accurately for your financial statements. This means no more guesswork when it comes to your spending and earnings. You will get a organized view of your finances, making tax season a stress-free process and giving you the insights you need to understand your business’s financial health.

We will make sure all your financial 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 mistakes.

Struggling with overdue bills, unpaid invoices, or missed bill deadlines? We simplify your incoming and outgoing payments processes, ensuring you maintain financial stability.

How We Help:

• Accounts Payable Services - We handle coding, recording, bill payment (with explicit approval), account balancing, and reporting.
• Accounts Receivable Management - We manage coding and recording incoming payments, creating and sending invoices, sending statements, reconciling, and reporting.

No more late fees or overdue invoices. 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 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 profitability.

Every month, we offer a customized consultation to review your financials and give you growth recommendations. Whether it’s cutting unnecessary spending, 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 Solutions Hammersmith, England and Remote Bookkeeping Solutions Golden Valley, MN