Online Bookkeeping Solutions Wausau, WI

Setting up QuickBooks properly from the beginning saves you time, reduces financial risks, and ensures you have a accurate financial picture. We handle 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 business structure, making it effortless to track earnings, expenses, assets, and liabilities with accuracy.  

• Bank & Credit Card Integration - We sync your financial accounts to QuickBooks, enabling automatic transaction imports and real-time financial tracking.  
• Smart Categorization Rules - We set up transaction categorization rules to ensure consistency and accuracy in your financial data, reducing manual work.  
• Training & Support - We guide you through your QuickBooks setup, ensuring you grasp how to use it with confidence for your ongoing business transactions.  

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

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

What We Offer:

• Review & Correct Past Transactions - We detect and correct unintentional duplicates, incorrect categorizations, and overlooked expenses to ensure error-free records.
• Bank & Credit Card Reconciliation - We match your accounts, aligning QuickBooks records with bank and credit card statements to ensure consistency.
• Financial Report Adjustments - We correct discrepancies in your financial statement and P&L statements to provide a realistic financial overview.
• Overdue Invoices & Bill Management - We manage pending invoices and bills, helping you stay on top of your cash flow.
• Audit-Ready Books - We ensure your financial statements are tax-compliant, fully balanced, and prepared for investors, lenders, or {audits||compliance checks}.

Clean, fully reconciled 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 inconsistencies when it comes to your spending and earnings. You will get a clear 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 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 discrepancies early and ensure everything aligns. This keeps your financial records accurate and prevents any oversights.

Struggling with delayed transactions, outstanding balances, or missed bill deadlines? We simplify your accounts payable and receivable processes, ensuring cash flow remains steady and predictable.

How We Help:

• Accounts Payable Services - We handle classification, recording, bill payment (upon authorization), account balancing, and reporting.
• Accounts Receivable Management - We manage coding and logging deposits, creating and sending invoices, sending statements, matching transactions, and reporting.

No more late fees or outstanding debt. Your cash flow will be steady, 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 organized. Stay informed with our detailed reports. These reports give you a clear picture into your business’s performance.

Every month, we offer a customized consultation to review your financials and give you strategic advice. Whether it’s reducing costs, improving working capital, 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 custom solutions based on your specific requirements. Reach out to us today for more information.

Some of our other service areas include Digital Bookkeeping Solutions Pontypool, Ontario and Stress-Free Bookkeeping Services Matthews, NC