Bookkeeper.com

Keep financial records organized, understand business performance, manage bills, and make informed decisions with dedicated accounting support.

Outsource payroll processing, employee payments, and payroll tax tasks to simplify administration and help keep filings aligned with applicable requirements.

Get professional tax preparation and planning to identify eligible tax-saving opportunities, manage tax obligations, and file returns with greater confidence.

Get tailored guidance on investments, retirement, and financial goals to help make informed decisions about your financial future.

Get experienced, objective guidance to make informed business decisions, plan for growth, and keep your business on track.

Gain experienced financial leadership, planning, and business guidance without hiring a full-time CFO.

Accounting and bookkeeping

Bookkeeper.com provides remote accounting and bookkeeping for start-ups, growing businesses, and mature corporations. Services include transaction recording and classification, general ledger accounting, accounts payable and receivable, payroll, reconciliations, and financial statement preparation and analysis. Plans may include monthly bookkeeping, bill entry, categorization and payment, invoicing, tax planning support, and reporting with key performance indicators. Clients retain approval control over bill payments from any device. The team learns each client's goals and operations, supports orderly financial systems and deadlines, and provides professional support remotely.

Category: Bookkeeping Services

• Keep Financial Transactions Organized
  Accurate transaction recording and categorization helps maintain orderly financial records and gives businesses a clearer view of income and expenses.
• Reconcile Accounts Regularly
  Regular reconciliation helps keep financial records accurate and current, supporting reliable reporting and a clearer understanding of the business's financial position.
• Manage Payables And Receivables
  Support for payables, receivables, bill processing, payment approvals, and invoicing helps businesses manage financial obligations while retaining control over payments.
• Understand Financial Performance
  Prepared financial statements and income and expense analysis help clients understand their financial position and review business performance.
• Maintain Organized Ledger Accounts
  Properly recording transactions in general ledger accounts helps maintain organized financial systems and provides a basis for financial reporting.
• Get Dedicated Accounting Support
  A dedicated team learns the client's goals and operations, answers questions, and provides ongoing accounting and bookkeeping assistance.
• Use Financial Insights For Decisions
  Reporting and key performance indicators give clients useful financial insights to support business decisions. Plans can also separate transactions by class, location, or department.
• Reduce In-House Accounting Costs
  Clients can obtain professional monthly bookkeeping support at a fraction of the stated cost of hiring a full-time employee or in-house professional.
• Reduce Payment Risk
  The service uses bank security to support secure outsourced bill payment and reduce payment risk.
• Improve Cash Flow Management
  Handling bill processing as part of business finances is designed to support cash flow management.
• Free Up Business Time
  Outsourcing routine bill-processing tasks gives clients more time to focus on running their business.
• Choose A Suitable Accounting Method
  Guidance on cash or accrual accounting helps clients select an approach for their business and have their books maintained using that method.
• Identify Tax Planning Opportunities
  Accounting support can help identify tax planning opportunities and coordinate bookkeeping information with tax planning and preparation services.
• Access Financial Information Online
  A secure portal with document storage and online support gives clients a way to access financial information and receive service remotely.

Payroll services

Bookkeeper.com provides small businesses with full-service payroll management. Clients supply employee details, including hours worked and address information, and the team handles payroll processing, direct deposits, payroll tax liabilities and deposits, tax filings, and related forms and reports. The service monitors applicable federal, state, and local requirements and securely maintains and transmits payroll data. Additional support includes employee portals, garnishments, retirement contributions, benefit-related payments, payroll audits, and help with payroll tax notices and state tax account registration.

• Pay Employees By Direct Deposit
  Bookkeeper.com processes payroll and offers direct deposit, helping businesses manage employee pay through its payroll service.
• Manage Payroll Tax Liabilities
  Bookkeeper.com handles federal, state, local, and unemployment tax liabilities as part of its payroll services.
• Prepare Payroll Tax Forms
  Bookkeeper.com prepares quarterly and year-end payroll tax forms, including W-2s and 1099s, and files payroll tax returns.
• Monitor Payroll Tax Requirements
  The team monitors applicable federal, state, and local requirements affecting payroll tax filings and stays current with updates.
• Handle Payroll Tax Deposits
  The service handles payroll tax deposits, helping businesses manage this part of their payroll duties.
• Protect And Transmit Payroll Data
  The service securely maintains payroll data and transmits it to appropriate tax agencies in accordance with applicable data security regulations.
• Process Garnishments And Benefit Payments
  Bookkeeper.com processes garnishments, retirement contributions, and other benefit-related payments as part of its payroll work.
• Resolve Payroll Tax Notices
  The team researches and resolves payroll tax notices, helping clients address payroll-related correspondence.
• Provide Customized Payroll Reports
  Businesses can receive payroll reports customized to their needs.
• Access An Employee Portal
  The payroll service includes an employee portal for employees.
• Prepare Payroll Audits And Census Reports
  Payroll support includes preparing payroll audits and census reports for clients.
• Register State Tax Accounts
  Bookkeeper.com registers clients for state tax accounts as part of its payroll support.

Tax preparation and planning

Bookkeeper.com prepares tax returns and provides tax planning for individuals and businesses. Services include individual, business, partnership, corporate, gift, estate, and out-of-state returns, along with estate and succession planning. Tax professionals help clients identify applicable deductions and credits, consider tax-saving strategies, and plan for tax obligations. Virtual preparation provides access to tax professionals and online filing.

• Prepare Individual And Business Returns
  Clients can get tax returns prepared for individuals and a range of business structures and tax-reporting needs.
• Plan Tax Decisions
  Clients can consider tax implications and planning opportunities before making decisions, with services addressing individual and business circumstances.
• Reduce Tax Liabilities
  Clients can explore stated tax-saving strategies to reduce tax liabilities on income, gifts, estates, investments, or retirement distributions.
• Identify Eligible Deductions And Credits
  Clients receive assistance identifying potentially overlooked deductions and credits and reviewing return details that may affect their tax outcome.
• Consult Tax Professionals Remotely
  Clients can work with tax professionals online and seek answers or guidance remotely.
• Prepare Specialized Tax Returns
  Clients can get help with gift, estate, and out-of-state filings, as well as planning for estates and business succession.
• File And Access Tax Records Online
  Clients can submit returns electronically and keep a digital tax history available for retrieval and transmission.
• Get Tax Guidance Year-Round
  Clients can seek tax-related answers and advice beyond tax season, including help understanding business decision implications and government notices.
• Review Past Tax Returns
  Clients can have previous returns reviewed for potential savings and compliance concerns.

Financial Planning and Investment Services

Bookkeeper.com provides financial planning and investment guidance for individuals, including retirement planning, investment strategies, financial goal setting, and questions about investment ideas. Planning services also cover education, pensions, finance and refinancing, and home purchases and sales. Advisors offer guidance tailored to clients' financial futures.

• Understand Investment Strategies
  Get help addressing investment questions and understanding strategies as part of financial planning.
• Prepare For Retirement
  Work through retirement planning questions and consider financial decisions related to your retirement future.
• Set Financial Goals
  Receive personalized guidance to help define financial goals and consider decisions in light of your plans.
• Plan Investment Taxes
  Consider the tax effects of investments and retirement distributions as part of financial planning, with the aim of limiting tax liability and supporting your lifestyle.
• Plan For Education
  Address education-related financial planning as part of the firm's range of planning services.
• Plan For Pensions
  Get planning support for pension-related financial considerations.
• Review Financing Options
  Consider financing and refinancing decisions with support from the firm's planning services.
• Plan Home Transactions
  Address the financial planning aspects of buying or selling a home.

Business Consulting

Bookkeeper.com provides hands-on business consulting for small businesses, serving as an experienced advisor on start-ups, finance, operations, and profit planning. Advisors offer objective guidance informed by experience helping similar businesses, including strategic planning, feasibility studies, information systems evaluation, outsourcing opportunity evaluations, estate planning, and mergers and acquisitions. The service helps business owners make decisions and keep their businesses on track in a changing environment.

• Make Informed Business Decisions
  Draw on experienced, objective advice to make logical decisions and avoid business pitfalls.
• Develop Strategic Business Plans
  Use experienced, objective input to plan for the business and support decisions about its direction.
• Improve Business Operations
  Receive guidance on operational issues in a complex and rapidly changing business environment.
• Plan For Business Profitability
  Get guidance on profit planning as part of a broader effort to keep the business moving in the right direction.
• Navigate Business Start-Up Decisions
  Get experienced guidance on issues relevant to launching a business and setting it on the right track.
• Plan Business Finances
  Get consulting on financial issues that are important to the business and its plans.
• Evaluate Business Feasibility
  Use feasibility studies to assess business plans before making decisions.
• Navigate Mergers And Acquisitions
  Rely on consulting experience related to mergers and acquisitions when considering business decisions in this area.
• Evaluate Information Systems
  Receive an evaluation of business information systems to inform decisions about the business.
• Assess Outsourcing Opportunities
  Evaluate outsourcing opportunities with experienced business consulting support.
• Address Estate Planning
  Access estate planning guidance as part of the business consulting service.

Part-time CFO services

Bookkeeper.com provides part-time CFO guidance for small and medium-sized businesses seeking experienced financial leadership without the cost of a full-time CFO salary and benefits. The service helps clients plan for the current quarter and beyond, create budgets, manage cash flow, make senior-level financial decisions, develop tax strategies, and review insurance policies. Bookkeeper.com emphasizes detailed attention and keeping clients informed about accounting processes and financial plans.

Category: Fractional CFO Services

• Access CFO Expertise Without Full-Time Costs
  Receive experienced financial management leadership without taking on the salary and benefits costs of hiring a full-time CFO.
• Plan For Sustainable Business Growth
  Develop a forward-looking financial plan, starting with current-quarter needs and setting direction for longer-term business goals.
• Make Informed Financial Decisions
  Use senior-level financial guidance to inform business decisions and advance the company's financial plan.
• Manage Business Cash Flow
  Receive CFO guidance on cash flow management to support the business's financial planning.
• Create A Business Budget
  Get support creating a budget to inform the business's financial plan and management.
• Develop A Business Tax Strategy
  Incorporate tax strategy into the business's financial planning with help from Bookkeeper.com.
• Protect Business Assets
  Include asset protection in a financial plan designed to support the company's future and long-term goals.
• Review Business Insurance Coverage
  Have insurance policies reviewed as part of the financial management service.
• Stay Informed About Your Finances
  Bookkeeper.com keeps clients informed about the accounting process and financial plan.