Virtual Bookkeeping Services Uniondale, NY

Setting up QuickBooks the right way from the outset helps you work efficiently, prevents costly mistakes, and gives you a accurate view of your finances. We manage the entire setup process, ensuring your QuickBooks system is set up for accuracy, efficiency, and sustainable financial management.  

What We Offer:

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

• Bank & Credit Card Integration - We connect your financial accounts to QuickBooks, enabling automated data synchronization and real-time reconciliation.  
• Smart Categorization Rules - We set up automated sorting systems to ensure consistency and accuracy in your records, reducing manual work.  
• Training & Support - We provide hands-on assistance with your QuickBooks setup, ensuring you understand how to navigate it efficiently for your daily financial operations.  

A streamlined, error-free QuickBooks system that simplifies bookkeeping, saves time, and provides real-time financial clarity.  

Behind on your bookkeeping? You’re not alone. Many businesses fall behind on their books. Whether you're several months or even multiple years behind, we specialize in clean-up and catch-up bookkeeping to get your records back on track, error-free, and tax-compliant.

What We Offer:

• Review & Correct Past Transactions - We identify and fix duplicate entries, incorrect categorizations, and unrecorded payments to ensure accuracy.
• Bank & Credit Card Reconciliation - We reconcile your accounts, aligning QuickBooks records with bank and credit card statements to ensure consistency.
• Financial Report Adjustments - We fix discrepancies in your balance sheet and P&L statements to provide a realistic financial overview.
• Overdue Invoices & Bill Management - We track pending payments and expenses, helping you regain control over your cash flow.
• Audit-Ready Books - We ensure your financial records are aligned with regulations, fully reconciled, and prepared for investors, lenders, or {audits||compliance checks}.

Up-to-date, accurate books provide needed financial clarity and position your business for growth.

We will take care of sorting your transactions and categorizing them accurately for your financial statements. This means no more inconsistencies when it comes to your expenses and revenue. 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 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 discrepancies early and ensure everything aligns. This keeps your financial records up-to-date and prevents any oversights.

Struggling with late payments, 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, logging, bill payment (upon authorization), account balancing, and reporting.
• Accounts Receivable Management - We manage categorization and recording incoming payments, invoicing, sending statements, reconciling, and reporting.

No more missed payments or outstanding debt. Your financial health will be consistent, organized, and stress-free.

We handle all the tedious tasks when it comes to your financial statements. From tracking your P&L to managing your Statement of Financial Position, we ensure everything is up-to-date. Stay informed with our regular financial reports. These reports give you a clear picture into your business’s financial health.

Every month, we offer a customized consultation to review your financials and give you strategic advice. Whether it’s optimizing expenses, improving cash flow, 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 personalized packages based on your unique needs. Reach out to us today for more information.

Some of our other service areas include Stress-Free Bookkeeping Solutions Galesburg, IL and Online Bookkeeping Services Milton, Ontario