Virtual Bookkeeping Services
Virtual Bookkeeper: Your Financial Clarity, Simplified
Keep your business finances sharp and updated with our virtual bookkeeping services. Designed for small businesses, this service provides you with essential insights through regular financial statements and comprehensive reporting.
Enjoy the benefits of precise bookkeeping at an affordable price, ensuring you always have the information needed to make informed decisions. With continuous email support, expert advice is just a message away.
Primary Solution
Our virtual accounting company is the solution to increasing your bottom line. We are laser-focused on finding ways to improve your business, and we reduce the stress of operations allowing your company to focus on clients and sales.
There are multiple ways a PRG Virtual CFO can add value to your bottom line. Below is a summary of two common service offerings:
Virtual Bookkeeping Plan
($349/week)
- Transactional Bookkeeping
- Financial Statement Preparation
- Comprehensive Financial Reporting
- Bank Account Reconciliation
- Continuous Email Support
How Does SimpleP&L Work?
- You will be assigned a dedicated Virtual Bookkeeper
Your dedicated SimpleP&L Bookkeeper will contact you right away to complete the onboarding process. During this process, questions and discussions will focus on previous practices vs best practices, industry standards, optimal workflows between your staff and PRG, and strategic goals for both the business and you personally.
Connections between goal setting, profit focus, and measurement will be established with milestones laid out so we all hold ourselves accountable to the longer-term objectives.
- PRG will review and or set up your business Quickbooks online account
PRG SimpleP&L leverages QuickBooks’ powerful software for all our bookkeeping accounts. Shortly after the setup process, we will schedule a time to give you a comprehensive overview of your new and/or revised QuickBooks account. We will ensure you understand all the essential building blocks, from the chart of accounts to products and services, invoices, and accounts payables.
Once you possess this understanding, it will become clear how objective management of internal workflows leads to better data, which in turn leads to better decisions. The positive feedback loop becomes visible when you better understand the feature-rich environment of today’s leading-edge accounting software platforms. You’ll wonder how you ever survived without it!
- PRG will report transactional bookkeeping, bank account reconciliation, and monthly reporting
At PRG, we take the same meticulous approach to managing your financial records as we do with our own. Our team accurately records all financial transactions to ensure your books are always up-to-date. We perform thorough bank account reconciliations, comparing your financial records with bank statements to identify and rectify any discrepancies.
Our monthly reporting compiles detailed financial statements, including income statements, balance sheets, and cash flow statements. By analyzing your financial performance and identifying trends, we provide valuable insights for informed decision-making. This process ensures accuracy, compliance, and a clear financial picture, empowering your business to thrive.
- You will gain real-time Profit-First insights into your business
Meticulous bookkeeping is crucial for developing a “Profit First” system in your company. By accurately recording transactions in real-time, you’ll gain a clear financial picture and understand key business patterns. This precision enhances revenue-generating processes and expense management, allowing you to prioritize profit. Imagine knowing that 20 cents of every dollar deposited goes straight to your bottom line, ready for distribution or investment in new projects.
Our disciplined approach ensures consistent profit generation and greatly supports wealth.
PRG SimpleP&L Framework
- More Profit
- More Strategic
- Less Heavy Lifting
- Build More Wealth
Exceptional Bookkeeping
- The basis for Profit First Accounting and the foundation for data driven leadership.
- Without exceptional bookkeeping, you cannot steer your company.
Frictionless Workflows
- Critical data from all operational and financial workflows is quantified, understood and stored in the proper place immediately and efficiently.
- Limited disruption to employees’ daily routines.
- Workflows are fully understood by the CEO (through the help of PRG), but delegated to subordinates, and quality control is managed via high-quality reports.
Operational Metrics & Key Performance Indicators (KPI’s)
- Build your company’s unique KPI dashboard.
- Emphasis on data impacting future goals, current challenges and industry specific benchmarks.
Organizational Structure
- Rigorous analysis on what each employee is responsible for, and how work flows throughout the matrix.
- Understood by employees, documented thoroughly, and continuously analyzed over time.
Leadership
- Lead with mission, purpose and core values, i.e. “why” we must perform the work a certain way.
- Development of subordinate leadership structures.
- Positive feedback loops & limitless potential.
Industries We Serve
PRG offers a customizable, scalable, and cost-effective system, outperforming most alternatives.
Claim Your Strategy Session
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