Our Expertise Custom Packages to Fit Your Business
Your bookkeeping needs are as unique as your business. We create custom-priced packages based only on what makes sense for your business, so you only pay for what you need.
Bookkeeping
Bookkeeping is one of the most time-consuming tasks for small businesses. And once you get behind, the problems snowball and you quickly find yourself buried in unpaid invoices, uncategorized receipts, and good luck identifying your cash flow. Finally, when tax season comes you go into scramble mode and spend weeks sorting everything out hoping for a good outcome. You don’t have to live with that stress.
Services include:
- Recording and classifying transactions
- Reconciling checking & savings accounts for accuracy
- Monitoring credit cards and reconciling for accuracy
- Preparation of year-end financial reports for tax preparation
- Adjusting entries
- Custom chart of accounts
Add-on services:
- QuickBooks setup
- Prior period catch-up or clean-up
- Approvals & bill payment
- Prepare and send customer invoices
- Custom reporting
- Prepare and file 1099 forms
- Individual tax returns
- Business tax returns
Hiring a virtual bookkeeper is a convenient and cost-effective way to say goodbye to the stress of trying to keep up with your small business bookkeeping. Work is performed remotely using cloud-based accounting software, secure document storage, and receipt management tools, all with bank-level security.
Having accurate and up-to-date books provides you with all of the information you need to make informed financial decisions for your business. Plus it makes tax season just another part of the year.
Catch up/Cleanup Bookkeeping
If you’re a business owner that’s fallen behind on your books, welcome to the club. It happens all the time. Running a business is hard. There’s always something pulling on you, whether it’s the next product or service, training a new employee, or strategizing the next campaign. Putting your bookkeeping on the back burner until next month works, until next month is tax season.
Getting Caught Up Gives You:
- Better Financial Control
- Optimized Cash Flow
- The Ability to Strategically Plan
- A Stress-Free Tax Season
Services include:
- Receipt Review including customer invoices, debt collections, business expenses, and vendor accounts.
- Reconcile Accounts to compare transactions from your bank statements with the same transactions in your accounting records to ensure an accurate balance.
- Collect Tax Forms you need for business tax preparation.
Don’t worry, we can help you get caught up. Whether you’re just a few months behind or more than a year, the reality is it’s costing you money and unnecessary stress. 82% of small businesses fail due to poor cash flow. Catch up / Cleanup bookkeeping services get you back on track so you know exactly where you stand.
Review & Support
Inaccurate bookkeeping can cost you thousands of dollars in fees and penalties, days of lost time, substantial opportunity costs, and a lot of unnecessary headaches. One small mistake can compound into a big mistake over the course of a year. Have you been doing your own bookkeeping or hired someone else and want some peace of mind knowing your books are accurate? We can review your book for accuracy, unreconciled accounts, and help you fix any issues or errors.
Here’s what we’ll check for:
- Set-up Issues
- Balance Reviews – unusual balances, unexplained accounts, and uncategorized income or expenses
- Improper workflow issues – unapplied payments to bills/invoices, undeposited funds not applied to deposits correctly
- Reconciliation status and discrepancies
We can teach you how to fix the issues or we can fix them for you.
Setup & Training
Sometimes when you’re a new small business doing your own bookkeeping makes more sense than outsourcing. It gives you a chance to understand how your business numbers work, and when you are finally too busy to do it yourself, you can better work with your service provider to customize your service. DG Bookkeeping loves helping new business owners get set up with QuickBooks, and showing them how to get the most out of their software.
We offer virtual training for the following:
- Set up
- Accounts Receivable
- Accounts Payable
- Inventory
Once you’re set up and running we offer email or live support to assist you with any questions or issues that come up.
Tax Preparation: Business & Individual
You don’t have to go into scramble mode come tax season. If you’re a small business chances are you’re already maxed out and taking time to get taxes done only adds more to your plate. Instead of spending your weekend and nights crunching numbers and hoping you don’t miss anything let us take care of your business or individual taxes. We’ll mitigate your tax risks and maximize your returns so you can spend your downtime relaxing.
Benefits of Outsourcing Tax Preparation:
- Save Time & Money
- Maximize your refunds & deductions
- Mitigate the risks of a mistake and audit
Consulting
With your books in order, we’ll have an accurate picture of the financial health of your business. We can use this valuable information to develop strategies for growth or improvement. Knowing how your money is coming and going in your business is crucial to your growth and success. Having a good understanding of your financial position will help you make informed decisions about your business.
We have varying levels of support in this area, depending on your needs.
- Review & analysis of all three financial reports
- Customized reports specific to your business needs
- Strategy sessions
- Goal identification and tracking
- Forecasting
- Profit planning and more
