It's More Than Just Bookkeeping
At P.S., we provide the financial clarity your business needs with accurate, timely financials tailored to you. Partnering with small businesses and CPAs, we go beyond numbers and reports—offering personalized, hands-on, and virtual bookkeeping services. We take the time to understand your business, its operations, and your goals, empowering you to move forward with confidence. This dedicated approach ensures reliable financials while fostering long-term partnerships rooted in trust and consistency.
Our Services
Transaction & Expense Categorization
We meticulously classify all deposits and expenses, ensuring every transaction is accounted for. This provides a clear and accurate picture of your spending.
Bank & Credit Card Reconciliations
Our team performs rigorous monthly reconciliations to ensure your books match your bank statements, guaranteeing data integrity and identifying discrepancies.
Financial Statement Preparation
We deliver timely and accurate financials, including Profit & Loss statements and Balance Sheets, so you always know how your business is performing.
Accounts Payable Management
Stay on top of your bills and manage your cash flow effectively. We handle the input and payment of bills, ensuring your vendor relationships remain strong.
Sales & Use Tax
We manage the complexities of sales and use tax compliance, from preparing and filing returns to making payments on your behalf.
Frequently Asked Questions
Virtual bookkeeping is a remote accounting service where a professional bookkeeper manages your company's financials off-site using secure, cloud-based software like QuickBooks Online. This provides access to expert service without the overhead of an in-house employee.
We act as an extension of a CPA's team by handling the day-to-day bookkeeping for their clients. We provide the CPA with clean, reconciled, and tax-ready financial statements, which streamlines the tax preparation process and allows them to focus on high-value advisory services.
While we serve a variety of small and medium-sized businesses, we have deep expertise in the logistics and delivery sector, including specialized bookkeeping for FedEx route owners and Amazon DSPs.
We ensure clean books through a multi-step process: meticulous transaction categorization with human oversight, rigorous monthly reconciliation of all bank and credit accounts, proper documentation of assets and liabilities, and direct communication to resolve any uncategorized items promptly.
The client's primary responsibilities are to provide us with access to financial accounts, respond to requests for information on unfamiliar transactions in a timely manner, and upload necessary documents (like loan statements or asset purchase invoices) to our secure shared folder.
Plan Ahead. Stay Supported
Whether you’re looking for a bookkeeping partner or simply want to ask a few questions, we’re here to help. Tell us a bit about your business and we’ll take it from there.
