Bookkeeping Service
Virtual bookkeeping for small businesses nationwide. Monthly reconciliation, financial reporting, catch-up cleanup, and tax-ready books delivered on time, every month.
Why Professional Bookkeeping Matters
Accurate books are the foundation of business success. Without clean financial records, you cannot make informed decisions, prepare accurate tax returns, or secure financing. Our virtual bookkeeping service replaces the need for an in-house bookkeeper at a fraction of the cost.
We manage your daily transactions so you are tax-ready every single month. No year-end surprises, no scrambling for records, and no missed deductions. Every month you receive a complete set of reconciled financial statements with commentary on key changes.
Our enrolled agent-led team understands the intersection between bookkeeping and tax compliance. We structure your chart of accounts to maximize tax deductions and ensure your financial data flows seamlessly into your tax return at year-end.
What We Deliver
Every service includes dedicated support from a US-based bookkeeping team.
Monthly Reconciliation
Bank and credit card accounts reconciled every month against your statements. Discrepancies flagged and resolved immediately.
Financial Reporting
Custom Profit & Loss, Balance Sheet, and cash flow reports delivered by the 15th of each month with variance analysis.
Catch-Up Bookkeeping
Behind on your books? We clean up past months or even years of transactions and bring your financials current.
Accounts Payable & Receivable
Track what you owe and what you are owed. Invoice management, bill payment tracking, and aging reports.
Sales Tax Filing Support
Track sales tax obligations by jurisdiction and provide the data your tax preparer needs for timely filings.
Financial Insights
Monthly or quarterly business reviews to discuss trends, profitability, and opportunities to improve your financial position.
How It Works
Connect Your Accounts
We link securely to your bank accounts, credit cards, and merchant processors. Your transactions import automatically every day.
Categorize & Reconcile
Our team categorizes every transaction, reconciles statements monthly, and flags any discrepancies for your review.
Monthly Financial Reports
You receive a complete monthly package: Profit & Loss statement, Balance Sheet, and cash flow summary with variance analysis.
Tax-Ready Handoff
At year-end, your books are fully reconciled and ready for tax preparation. No scrambling for receipts, no missed deductions.
Who Needs Bookkeeping
If any of these describe your situation, professional bookkeeping will save you time, money, and stress.
Growing Small Businesses
You have too many transactions to track in a spreadsheet and need accurate financials for decision-making.
Businesses Behind on Books
You are months or years behind on reconciliation and need professional catch-up services.
Tax-Ready Compliance
You want your CPA to have clean books at year-end so tax preparation is faster and cheaper.
E-Commerce & Online Sellers
High transaction volumes from multiple sales channels require professional reconciliation and COGS tracking.
Service-Based Businesses
Consultants, contractors, and agencies need clean P&L statements for profitability analysis.
Businesses Seeking Financing
Banks and lenders require recent financial statements. We prepare investor-grade reports quickly.
Related Services
Payroll Services
Payroll processing, tax filing, and compliance for small businesses.
Business Tax Preparation
Tax preparation for LLCs, S-Corps, C-Corps, and partnerships.
Tax Planning
Strategic tax planning to minimize business tax liability.
Individual Tax Preparation
Personal tax filing for business owners and self-employed.
IRS Tax Resolution
Help with payroll tax issues, notices, and payment plans.
Small Business Tax Guide
Comprehensive guide to small business taxes and compliance.
Bookkeeping FAQ
What does virtual bookkeeping include?
Monthly bank and credit card reconciliation, accounts payable/receivable management, financial reporting (P&L, Balance Sheet, cash flow), expense categorization, and tax-ready financial statements. We also provide monthly check-ins to review your financial position and answer questions.
Do you provide catch-up bookkeeping for past months?
Yes. We specialize in cleaning up messy or unfiled financial records and bringing your books current, even if you are years behind. Catch-up engagements follow a structured process: we import all historical data, reconcile from the earliest uncleared period forward, and deliver a complete set of corrected financial statements.
What software do you use for bookkeeping?
We work with QuickBooks Online, QuickBooks Desktop, Xero, Wave, FreshBooks, and other major platforms. We can also work with your existing spreadsheets or accounting system and help you migrate to a more suitable platform if needed.
How is virtual bookkeeping different from in-house?
Virtual bookkeeping is more cost-effective than hiring a full-time employee. You get a professional team without payroll taxes, benefits, paid time off, or office space costs. You also get continuity no sick days, no vacations, no turnover.
Can bookkeeping help with tax preparation?
Yes. Clean, organized books make tax preparation faster, more accurate, and often less expensive. Monthly bookkeeping ensures you are tax-ready year-round. Our bookkeeping service integrates directly with our tax preparation team for a seamless year-end close.
How much does virtual bookkeeping cost?
Pricing depends on the volume of transactions and the complexity of your business. Monthly fees typically range based on transaction count and number of accounts. We provide a firm quote after a free initial consultation with no obligation.
Do you handle payroll bookkeeping too?
Yes. We can record payroll transactions, track payroll tax liabilities, and reconcile payroll accounts. If you need full payroll processing and tax filing, we offer a separate payroll service that integrates with your bookkeeping.
How do I share access to my accounts?
For read-only access, we use bank-level aggregation services that do not give us the ability to move money. For accounting software, you grant us accountant-level access. All connections are encrypted and comply with industry security standards.
Can you work with my CPA or tax preparer?
Yes. We collaborate with your existing tax preparer or CPA. We provide them with complete, reconciled financial statements and supporting documentation at year-end, making their job faster and your bill lower.
What if I have questions between monthly reports?
You get a dedicated account manager who is available by phone, email, or secure message during business hours. We do not outsource your bookkeeping to offshore teams everything is handled by our US-based team.
Clean Books, Clear Decisions.
Schedule Your Free Consultation.
Find out how virtual bookkeeping can save you time and money.
Ready to Keep More of
Your Money?
Stop stressing about the IRS and start building wealth. Fill out the form to connect directly with a Libre Tax Strategist.