Providing virtual bookkeeping and accounting services for the small fishes in big ponds
Our commitment is to provide clients with attentive, efficient, and professional services and to go the extra mile to make your life will easier and your business more profitable. By providing you with fast accurate and useful financials you will have peace of mind and time to put back into your business enabling you to focus on growing and thriving in your business.
The benefits are priceless
Get your time back
You will have the time to focus on income producing activities, sales, marketing and customer retention, thus increasing your new and recurring income!
Gain peace of mind
You will have peace of mind knowing that your financials are being completed timely and accurately. You can call us with any question, comment or concern and we will be there to help!
Grow your goals
You will be able to plan. Whether it's for taxes or other life investments, you will always know where you stand with monthly financials and tax planning experts at your fingertips.
What other benefits do you get?
Save money
You can save money using our virtual services by reducing staff, saving on salary, payroll taxes, benefit costs unemployment costs, overhead costs for space, equipment and furniture. You will also save on recurring costs for recruiting, hiring, training and turnover.
Privacy and confidentiality
Privacy and confidentiality are of the utmost concern for professionals in the financial world. I know how to keep your information safe; however, an internal employee may not have the same high ethical standards. You may not want your staff to have access to all of your financial information.
Smooth Tax Filing
Every month (or when requested) you will receive accurate, timely and useful financial reporting ensuring you will be prepared and ready at tax time. At tax time, those that are organized and ready to roll get the red carpet treatment...while businesses that are disorganized and unprepared get put on extension or worse do not file taxes at all and incur penalties for late filings.
On-time Accounts
We can also help you improve both client and vendor satisfaction by helping you better manage your accounts payables and receivables.
HI, I'M BECCI.
I live in the Finger Lakes area of Upstate New York, in a small rural town near Keuka Lake but we work virtually so location is no issue. I am a wife and mother of two amazing children. I have a Bachelor's degree in Business Management with minors in accounting and computer applications. I worked for a short time in accounting functions before developing my sales career at Ferro Corporation. I also own and operate a small photobooth event rental business. My husband, Todd, is an entrepreneur with several small businesses. I have always done the bookkeeping and accounting for our family-owned businesses and very much enjoy it so I have decided to go back to my accounting roots and start my own bookkeeping and accounting business to do something that matters...help small businesses thrive. As the owner and operator of Keuka Accounting I can personally guarantee that your business financials will receive the care and attention they deserve.
The Standard Bookkeeping Package
Don't wait until it is crunch time to review your business financials. Don't overpay on your taxes and miss deductions. Our standard bookkeeping package will ensure your books are up to date and accurate. We can further customize your service package with any add-on services that would be beneficial for your business.
Monthly tracking of income and expenses
Classifying all entries in Quickbooks Online
Reconciliation of your business accounts including bank, credit cards, and loans.
Monthly preparation of financial statements including balance sheet and profit and loss.
Annual Reconciliation including year-end financials to make tax filing simple and seamless.
Email, text, phone support
Add-On Services
Historical Clean-up/Catch up work
Accounts Payable Management
Accounts Receivable Management
Sales Tax Filing
Payroll Setup & Support
Class/Job Tracking
Legal Services
What’s included?
Quickbooks Online Support
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Transaction + Expense Recording
We will record and classify all of your business banking transactions to the correct bookkeeping account to ensure your expenses and deductions are accurate. We reconcile your bank accounts monthly to confirm that your reports are correct. We can link your bank account to directly import to Quickbooks! This allows us to classify expenses as soon as they are reported. We will ensure all of your transactions are coded correctly for tax time so you don't miss out on any more deductions!
Financial Reporting
We offer monthly cash basis reporting for all our clients. This includes a profit & loss and balance sheet. These reports offer you insight into the financial standing of our business. They can allow you to make sound decisions regarding business investments as well. We'll automatically send these reports to you at the end of each month. Further reporting can be requested if needed.
Add-on Services
Historical Clean-Up
If you have signed up for the Basic Bookkeeping Package but you have fallen behind on your bookkeeping, this is sometimes needed to get you caught up. We are happy to offer historical clean-up services for the time period you specify. Pricing will depend on the clean-up time period and the number of accounts and transactions involved.
AR & AP Management
Do you struggle getting your client invoices out timely? Or recording your customer payments so you have accurate customer balances? If invoicing your clients takes up all your time, let us handle it for you. We will set you up with Intuit Payments so clients can pay their invoices right there from their inbox! Or maybe you find it difficult to keep up on bill payment and often wonder how much you really owe to vendors. Need someone to stay on top of your business bills? We can tackle that too!
Sales Tax Filing
Is your business subject to sales tax? Do you feel unsure if your monthly or quarterly sales tax reports are correct? Do you fear an audit? Or would you just like to take this compliance piece off your plate? We can help!
Payroll + 1099 Tracking
Do you have employees? We offer payroll services for you and your employees. We partner with Gusto to provide superior services. We'll also track + file your payroll liabilities for you.
Do you have subcontractors? We can track their payments as well and issue 1099s at year end.
Let us help keep you in compliance with the various federal and state agencies. We timely file your payroll reports every month and quarter.
Job Costing or Class Tracking
Nothing is more important than understanding job profitability. If you feel like you are losing money on every job, or you would like to understand which services are most profitable, job costing is right for you! We will set up your QBO account to allow us to classify each and every transaction to a specific job. When you are ready to review your project list, we can send you financials providing your project profitability so you can make decisions on how to quote future jobs or reward staff for meeting goals!
Legal Services
Is your business fully legal and compliant? Are you covered against liability? Do you need a partnership agreement or to register for tax ID numbers? Our partner team of legal experts can review your situation and determine how you can make sure your business is protected. They make business setup and compliance simple!
How does it work?
1
Schedule a Discovery Call
Fill out the form below and we’ll schedule a time to talk about your business, your needs and how I can help you reach your goals. Once we determine the right services for you, I will put a proposal together for your review.
2
Onboard as a New Client
After we decide together the best package for your business needs and goals, you will get access to our client portal where you will have resources to make onboarding as a new client simple. In the portal, you will be guided through everything you need to do so we can get you on the right track to financial success!
Don't worry...we fully expect to do all the heavy lifting but there are some things we need from you to get started.
3
Kick Back and Relax
With out team at your fingertips, you no longer need to stress or worry about your business's financial health. Enjoy running your business and lean on us when you need it!
Let’s see how we can help
Frequently asked questions
What’s included in the Basic Bookkeeping package?
Every month we will categorize all business-related income and expense transactions and issue you a monthly financial statement consisting of a Balance Sheet and a Profit and Loss. These reports will help you understand your business past to make decisions on your business future. They are required in order to do any tax planning or to fund your business with mid-year loans. Email and text support is also included.
What’s not included in the Basic Bookkeeping package?
Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly price above. However, additional services are available as an add-on to your basic bookkeeping package. These add-on's include accrual basis accounting, detailed financials showing class tracking or job profitability, invoicing, bill payment, payroll, sales tax filing, and legal help. Monthly strategy sessions are also available for additional fees.
How do I request additional services?
Contact me to schedule a consultation call and we can discuss your needs so that I can customize a package with the services that best fit your needs.
What hours do the bookkeepers and other team members work?
Due to the flexible nature of bookkeeping work, I work various hours of the day and night. However, we use standard M-F 8-5 work hours to address emails and phone calls.
Is Quickbooks Online required to sign up for the Basic Bookkeeping package?
Yes. Our team must use Quickbooks Online in order to handle the bookkeeping at the price list above. Versions - Essentials, Plus, or Advanced are all acceptable. Simple Start or Quickbooks Self Employed are not. If you have a current subscription, you are ahead of the game. No need to get another subscription. If you do not currently have a subscription, the on-boarding videos will walk you through how to get that setup. We are able to offer 50% off to our new clients for 12 months. This is the best discount you can get with Quickbooks Online. We highly recommend signing up for Essentials or Plus to start.
What qualifications does your team have?
I have a B.S in Business Management and Accounting and am a Certified Quickbooks Pro-Advisor. You can rest assured that you are working with a high-quality professional. I all also belong to a large network of financial professionals so if there is a question we have not seen before, we have a lot of resources in our back pocket to find an answer for you fast.
What happens after I sign up for the Basic Bookkeeping package?
Once you enroll, you will be taken to a few subsequent screens that will allow you to add additional services if necessary. Then you will be given access to the membership portal so you can watch a short series of on- boarding videos. Simply follow the directions in the videos and we will get to work ASAP. The final step in the on-boarding video series is to book a call with me so that we can make sure we have everything needed to start getting to work for you. I love the opportunity to chat with my new clients so I can serve you well!
What happens after I sign up for the Basic Bookkeeping package?
Once you enroll, you will be taken to a few subsequent screens that will allow you to add additional services if necessary. Then you will be given access to the membership portal so you can watch a short series of on- boarding videos. Simply follow the directions in the videos and we will get to work ASAP. The final step in the on-boarding video series is to book a call with me so that we can make sure we have everything needed to start getting to work for you. I love the opportunity to chat with my new clients so I can serve you well!
Do you require a contract?
Nope! No contract is required. However, there are no partial month refunds. Is an engagement letter required? Yes, an engagement letter is required. You can click that you accept the terms of service and that will act as our engagement letter. It will be available for download from the membership site.
If I have a question, how long does it take to get an email response?
We pride ourselves in being very responsive to our clients important inquiries. We strive to respond within 24 hours AT MOST (except over weekends and holidays). If we are very busy, we will respond to let you know we've received your email and will address it shortly.
What information do I need to share?
Ideally, I will need access to your business bank and credit card accounts in order to efficiently complete your monthly financials. Many banks allow for accountant (read-only) access to bank accounts. This access helps us to keep our fees affordable and our efficiency high.
