FINANCIAL SERVICES TO MAKE YOUR LIFE EASIER.

Local to the South Florida, West Palm Beach, and Palm Beach Gardens area, we're able to offer virtual bookkeeping services across the U.S. From Virtual Bookkeeping to Payroll, we have a service that fits your needs.

MONTHLY PLANS STARTING AS LOW AS $100

Jar of money falling out

BOOKKEEPING

Far beyond typical bookkeeping. We offer virtual bookkeeping services, so we can work remotely with anyone in the US. We pride ourselves on finding issues and bringing them to your attention, while ensuring that your accounts are balanced and accurate.

  • QuickBooks Desktop & Online

  • Accounts Payable/Receivable

  • Collecting/Recording Payments,

  • Paying Bills

  • Recording Deposits

  • Bank Reconciliation

  • Compiling Records into Reports

  • Organization of Financial Information

  • Bank Reconciliation

  • Monthly Financial Reports

  • QuickBooks Cleanup/Assistance

CONTROLLER

Analysis of all of your income and expenses, ensuring that the costs are in line.

  • Review Quickbooks (Monthly, Quarterly, or Annually): A thorough review of all accounts in QuickBooks to ensure proper categorization of income and expenses, fixed assets, deductible and non-deductible expenses are recorded properly.
     

  • Analyze Costs: Analyze food, liquor, beer and wine costs for restaurants and other costs for variances,.  Additionally, review comparison Profit & Loss for fluctuations in spending, analyze incoming cash for consistency.
     

  • Restructure Accounting Department: Analyze accounting staff, duties, and controls currently in place. Recommendations for improvements and efficiency.
     

  • Prepare Budgets: Assist with establishing budgets, analyze budget to actuals and work with management to adjust accordingly.

Bookkeeping calculator
Computer showing charts and financial information

TAX PREPARATION & PAYROLL TAXES

Management of payroll and quarterly and annual taxes.

  • Prepare Quarterly & Annual Forms: Preparation of Federal and State quarterly forms, including annual required filings for all employees and independent contractors.
     

  • Remit Tax Deposits: Remit the monthly 941 tax deposits through the EFTPS IRS website.  If available, remit quarterly state unemployment payments.
     

  • Prepare Monthly/Quarterly Sales Tax Returns: Prepare monthly/quarterly sales tax returns and handle sales tax audit.
     

  • Annual Filing Fees: Renew corporate annual filing fee.

CONCIERGE SERVICE

Personalized financial management.

  • Customized Personal Assistant: I will pay your personal bills, transfer money from your financial account to your regular checking account.  I will ensure broker statements are recorded so you receive a statement of personal assets, for security, pensions accounts, etc.
     

  • Senior Assistance: If your family member isn’t paying their bills, I can help. I will organize their finances and give you peace of mind. Reports can go directly to you.
     

  • Services Research & Pricing: I will call and obtain quotes for lawn service, pool service, etc. to present to you, as well as hiring services.
     

  • Payroll: Calculate payroll for household employees.  Prepare required quarterly and annual forms.
     

  • Day to Day Financial Affairs: Assist with medical insurance, medical bills, home care services.  Assist with daily services, such as pest control companies, repairs, etc.

Cup of coffee at a business meeting next to papers

Monthly Plans Starting As Low As $100

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I worked with Victoria at a public accounting firm. She consistently provided her clients with reliable insight and offered them clear guidance with complex accounting issues. Her combination of expertise, clear communication skills and strategic planning will make her one your most trusted and valued business advisors.

Lory Richardson

Let's See How I Can Help You.