Digital Bookkeeping Services Yonkers, NY

Setting up QuickBooks correctly from the outset saves you time, prevents costly mistakes, and provides you with a clear financial picture. We manage the entire setup process, ensuring your QuickBooks system is set up for precision, efficiency, and future growth.  

How We Help:

Customized Chart of Accounts - We tailor your chart of accounts to align with your company’s setup, making it easy to track revenue, expenses, assets, and liabilities with precision.  

• Bank & Credit Card Integration - We link your banking information to QuickBooks, enabling automatic data synchronization and real-time reconciliation.  
• Smart Categorization Rules - We configure transaction categorization rules to maintain consistency and accuracy in your financial records, cutting down on repetitive tasks.  
• Training & Support - We guide you through your QuickBooks setup, ensuring you fully comprehend how to navigate it with confidence for your ongoing financial operations.  

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

Behind on your bookkeeping? You’re not alone. Many companies 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 financial data back on track, accurate, and audit-ready.

What We Offer:

• Review & Correct Past Transactions - We detect and correct repeated transactions, incorrect categorizations, and overlooked expenses to ensure error-free records.
• Bank & Credit Card Reconciliation - We match your accounts, synchronizing QuickBooks records with bank and credit card statements to correct discrepancies.
• 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 invoices and bills, helping you stay on top of your business finances.
• Audit-Ready Books - We ensure your records are aligned with regulations, fully balanced, and prepared for investors, financial institutions, or {audits||compliance checks}.

Clean, fully reconciled books provide needed financial clarity and help you make informed decisions.

We will take care of organizing your transactions and categorizing them correctly for your financial statements. This means no more inconsistencies when it comes to your spending and revenue. You will get a clear 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 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 is accurate. This keeps your financial records up-to-date and prevents any oversights.

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

What We Offer:

• Accounts Payable Services - We handle classification, posting, expense settlement (upon authorization), reconciliation, and reporting.
• Accounts Receivable Management - We manage coding and posting cash receipts, billing, sending statements, reconciling, and reporting.

No more missed payments or overdue invoices. Your cash flow will be predictable, well-managed, and hassle-free.

We handle all the heavy lifting when it comes to your financial statements. From tracking your P&L to managing your Balance Sheet, we ensure everything is up-to-date. Stay informed with our regular financial reports. These reports give you a comprehensive view into your business’s financial health.

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

Some of our other service areas include Stress-Free Bookkeeping Services Schererville, IN and Stress-Free Bookkeeping Services Lexington, MA