Virtual Bookkeeping Services Sunnyside Gardens, NY

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

What We Offer:

Customized Chart of Accounts - We customize your chart of accounts to fit your organizational needs, making it easy to track earnings, expenses, assets, and liabilities with accuracy.  

• Bank & Credit Card Integration - We sync your banking information to QuickBooks, enabling automatic transaction imports and real-time reconciliation.  
• Smart Categorization Rules - We configure transaction categorization rules to maintain consistency 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 use it with confidence for your routine business transactions.  

A well-organized, accurate QuickBooks system that simplifies bookkeeping, saves time, and provides real-time financial clarity.  

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 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 identify and fix unintentional duplicates, misclassified expenses, and missing transactions to ensure financial integrity.
• Bank & Credit Card Reconciliation - We reconcile your accounts, balancing QuickBooks records with bank and credit card statements to ensure consistency.
• Financial Report Adjustments - We resolve mistakes in your balance sheet and profit & loss statements to provide a realistic financial overview.
• Overdue Invoices & Bill Management - We track outstanding invoices and expenses, helping you regain control over your business finances.
• Audit-Ready Books - We ensure your financial records are aligned with regulations, fully reconciled, and prepared for investors, financial institutions, or {audits||compliance checks}.

Up-to-date, accurate books offer transparency and set you up for future success.

We will take care of sorting your transactions and categorizing them correctly for your financial statements. This means no more guesswork when it comes to your expenses and revenue. You will get a transparent view of your finances, making tax season a breeze and giving you the insights you need to understand your business’s performance.

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 error-free and prevents any mistakes.

Struggling with late payments, unpaid invoices, or forgotten due dates? We streamline your incoming and outgoing payments processes, ensuring you maintain financial stability.

How We Help:

• Accounts Payable Services - We handle coding, logging, expense settlement (with explicit approval), reconciliation, and reporting.
• Accounts Receivable Management - We manage categorization and recording incoming payments, billing, sending statements, matching transactions, and reporting.

No more missed payments or outstanding debt. Your financial health will be steady, well-managed, and hassle-free.

We handle all the complex processes when it comes to your financial statements. From tracking your Income Statement to managing your Statement of Financial Position, we ensure everything is organized. Stay informed with our regular financial reports. These reports give you a clear insight into your business’s performance.

Every month, we offer a customized consultation to review your financials and give you growth recommendations. Whether it’s reducing costs, 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 personalized packages based on your specific requirements. Reach out to us today for more information.

Some of our other service areas include Remote Bookkeeping Services Athlone, Alberta and Online Bookkeeping Solutions Southern River, Western Australia