Why choose us?

Located in Seattle, Our Virtual Bookkeeping firm specializes in custom financial management solutions designed to help small businesses in the region thrive and grow their annual revenue. Our committed team efficiently handles accounts receivable, payable, payroll, and remote financial reporting, ensuring accuracy in all aspects. We have extensive experience in helping small businesses in the Seattle area and are familiar with the nuances that small businesses bring to the table. By entrusting us with their financial responsibilities, clients can focus on maximizing their business growth potential.

Account Establishment & Administration

Accounting setup and ongoing supervision of business bookkeeping and financial management

Cloud-based Financial Management

Transparent oversight of financial data, bookkeeping and preparation for local business taxes

Cash Flow Optimization

Complete forecasting of cash flows for the fiscal year, and comparison to previous fiscal years

Financial Technology

Software implementation, ongoing reconciliation, and troubleshooting

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Services

Our Services

  • General Ledger Maintenance & Categorization

  • One time or Quarterly Ledger Clean-up

  • Payroll Setup & Processing

  • Budgeting & Forecasting

  • Accounting System Setup

  • Individual & Team training

    Timeline

    Timeline of our Services

    Consultation

    We connect with you to explain our services and identify the unique needs of your business

    Onboarding

    Bookkeeping service sets up accounting software and customizes it to the client's needs.

    Training: Client receives training on how to use the accounting software and understand reporting.

    Ongoing Management

    Regular Reporting: Our bookkeeping service generates regular financial reports, such as income statements and balance sheets.

    Transaction Processing: We service records and categorize transactions, including accounts payable and receivable.

    Reconciliation: Regular reconciliation of bank and credit card accounts to ensure accuracy.

    Tax Preparation: Our bookkeeping service prepares the necessary documents for tax filing and coordinates with your tax professional.

    Financial Analysis: Periodic review of financial performance to identify trends and opportunities for improvement.

    Client Communication: We provide regular communication between our bookkeeping service and clients to address questions, concerns, and provide updates.

    Feedback Loop: Both parties provide feedback on the process to continuously improve services and client satisfaction.

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