Virtual & customized bookkeeping
services for small businesses.
I provide virtual bookkeeping & accounting services for small businesses and I would love to help you!
My commitment is to provide clients with attentive, efficient, and professional services and to go the extra mile to make your life 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
Save time
By outsourcing your bookkeeping and other accounting functions, you will have that time back for yourself, your family, or for your business.
Eliminate stress
You will have peace of mind knowing that your financials are being completed timely and accurately. You will be able to plan. Whether it's for taxes or other life investments, you will always know where you stand with accurate financials at your fingertips.
Make more money
You will now have time to focus on income producing activities, sales, marketing and customer retention, thus increasing your new and recurring income!
HI, I'M BECCI.
I would love to meet and talk with you!
I live in the Finger Lakes area of Upstate New York with my husband and two amazing children. We love being outside tending to our chickens, working in the garden, riding the 4-wheeler and simply playing while soaking up the sun. In the winter we love playing in the snow, sledding and snowmobiling. I also love to sit down with a good book and cup of coffee. I like to be active having been a member of a local CrossFit gym for several years and now with two littles at home, I am enjoying my peloton bike to help me stay active.
I have a Bachelor's degree in Business Management with minors in accounting and computer applications. I worked in various accounting functions before developing my career in the corporate world for 15 years. There are many aspects of my corporate career in sales and business roles that have developed skills I can use to help my clients analyze and understand their financials. I’ve always done bookkeeping work on the side and have always loved the work. It is very fulfilling to do my part supporting small businesses and in turn, the families supported by the small businesses! As the owner and operator of Keuka Accounting, I can personally guarantee that your business financials will receive the care and attention they deserve.
We’re committed to your success with
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
What’s included?
Quickbooks Online Support
First-time Quickbooks online user? Setting up QBO (Quickbooks Online) can be daunting! We can set up your bookkeeping accounts and services for you. Utilizing proper QBO settings is an integral part of accurate bookkeeping and year-end financials. We will ensure your books are set up for success. We can also get your subscription at discounted prices and train you on the program.
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.
We’ve got you covered with 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!
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.
Ready to work on your business?
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 our 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!