OUR SERVICES

We are located in Minnesota, but we are a virtual bookkeeping firm servicing clients across the United States.

Bookkeeping involves recording, storing, and retrieving financial transactions for a business. It ensures that financial records are accurate and current, allowing for effective financial management.

Virtual bookkeeping is an excellent solution for businesses, ministries and churches across the United States. We provide our services remotely, with all your financial information securely stored in the cloud. A virtual bookkeeper offers a cost-effective alternative to hiring an in-house bookkeeper while delivering high-quality bookkeeping services.

We primarily use QuickBooks Online and QuickBooks Desktop; however, other apps may be utilized alongside and integrated with QBO, depending on client needs.

• Fixed monthly rates that are tax-deductible as a business expense.

• More cost-effective than hiring an employee, saving you on employment taxes and benefits.

• More affordable than paying a CPA for tasks a bookkeeper can handle, allowing you to reserve CPA services for when they’re truly necessary.

• You can focus your time and energy on growing your business and serving clients, rather than managing the books.

• You gain a professional who is skilled and passionate about providing accurate and high-quality bookkeeping.

• No time wasted on travel—meetings are virtual and scheduled monthly or quarterly, based on your needs.

• Easy setup, as we handle everything, including helping you establish a paperless bookkeeping system for efficiency.

• We use the best cloud-based accounting integrations, so you can avoid sifting through receipts and billing records each tax season.

• We provide accurate monthly financial statements and can review them with you, giving you clear insights into your company’s financial standing.

Common bookkeeping services include transaction recording, account reconciliation, payroll processing, and financial reporting.

We not offer the following services:

• Legal business advice

• Tax preparation

• Manual payroll

• On-site bookkeeping (work is completed from our home office)

All our clients can access their financial data through cloud-based software.

We follow strict confidentiality protocols and use secure systems to protect sensitive financial data.

The functionality of cloud accounting systems and traditional accounting systems is essentially the same; the primary difference lies in data storage and accessibility. Cloud accounting software utilizes remote servers accessed via the internet to store accounting data. This allows owners and authorized users to enter data and access reports anytime, anywhere. In contrast, traditional accounting software is typically installed on a dedicated computer or company server, meaning data must be entered in the office, and users must be present to access the data and reports.

Costs vary depending on the complexity of your business, the volume of transactions, and the specific services required. We offer flexible pricing structures, so you only pay for what you need.

This depends on the size of your business/church and transaction volume, but most require monthly updates. Some may necessitate weekly or even daily updates, while others may only need quarterly updates.

Our services ensure your financial records are organized and all transactions are accounted for so we can easily provide your accounting professionals with the financial information they need for tax filing purposes.

One reason we always offer a free 30-minute consultation before providing bookkeeping services to new clients is to allow us to get to know each other and your business. By the end of the call, we should have a clear understanding of whether we would be a good fit.

1. First, we will meet to determine if we are a good fit, discuss your needs, and create a customized plan for your company. I will then gather the necessary information to draft a proposal and send it to you. Once you approve the proposal, you will receive an acceptance letter to sign, along with an invoice. As soon as we receive your signed acceptance letter and the initial invoice is paid, we will begin the onboarding process and get to work!

2. During the initial stages, we will communicate frequently via email or bookkeeping software whenever questions arise about transactions in your accounts or receipts.

3. Depending on your needs, we will meet virtually on a monthly or quarterly basis to review your numbers and ensure you understand the cash flow in your business.

4. At the end of the year, you’ll have well-organized financials for your tax professional.