Virtual Book keeping

You Do What You Know Best and We Do What We Know Best. Together, Let’s be Successful!

Premier bookkeeping service for small businesses.

You’re a small business owner with lots to do. We’re professional bookkeepers with experience serving Small Business Owners, Contractors, and Self-Employed Individuals.

Let us take bookkeeping off your hands forever—so you can focus on what matters most.

Dedicated bookkeepers, just for you

Real humans. Perfect books. Your bookkeeping team imports bank statements, categorizes transactions, and prepares financial statements every month. Questions? Tax Genius Virtual Bookkeeping bookkeepers work in-house, and they respond within one business day. Real humans. Your bookkeeping team imports bank statements, categorizes transactions, and prepares financial statements every month.

Data you can’t do without

Monthly financial statements and expense overviews keep you in control of your money. At-a-glance visual reports help you see the big picture and give you actionable insights to help you grow your business. You’ll never be in the dark again.

Tax season Support

You’ll get a Year End Financial Package that contains all the info you need to file your taxes. We can work directly with your CPA, or set you up with one we trust, to make sure your taxes are filed painlessly and on time.

Catch up bookkeeping

If you’re new to Tax Genius Virtual Bookkeeping and you have months of overdue bookkeeping, our team can get you caught up in no time. We’re able to complete a year’s worth of bookkeeping in 3-4 weeks.

Security

Secure data transmission and storage

Within the Tax Genius Virtual Bookkeeping app, we protect your data with the most up to date security and encryption.

Entirely in-house

We’re based in North America and all bookkeeping is done in-house. We don’t outsource your bookkeeping or send your data overseas, and we never will.

More hours in your day

Less time bookkeeping means more time to focus on what you really care about — like helping your business succeed.

How Our Online Bookkeeping Works

We give you a team of bookkeepers to do your books, and intuitive software to monitor your financials. It’s everything you need to do your bookkeeping—without actually having to do your bookkeeping.

Here’s what working with Tax Genius Virtual Bookkeeping looks like

At the beginning of each month
We will gather the financial documents needed to do your bookkeeping and produce accurate financial statements.

Getting the financial documents

Connect your accounts to Tax Genius Virtual Bookkeeping, and you won’t even have to think about getting us your bank or credit card statements. We sync directly with all major banks to automatically pull your statements into Tax Genius Virtual Bookkeeping, and we have other simple solutions to get your monthly payroll or merchant statements each month.

During each month

Once we have all the documents we need, we will finalize and complete your books.

We do your bookkeeping

Each month, your Tax Genius Virtual Bookkeeping team reconciles your accounts, categorizes your transactions, and produces your financial statements. They will also make any necessary adjustments to your books to ensure that they are tax-compliant.

Get in touch if you have a question

It’s normal to have questions about your books. That’s why we’re here. Send us an email we’ll get back to you within one business day. You can also book a call with your team whenever you like.

We might need your input

While we’re working on your books, we may need to ask for your help to properly categorize a transaction. We’ll send you a message with a few categorization options to pick from, and then you can let us know where it belongs.

At the end of each month We might need your input

Once your books are complete, you’ll get a message from your bookkeeping team letting you know that your books are ready for review.

We find that it’s helpful to review your books together

For the first two months, we will review your books with you over the phone. These review calls are a great opportunity for you to ask any questions you have about your financial statements. They also help us to familiarize ourselves with your business, and ensure you are getting the most out of your Tax Genius Virtual Bookkeeping service.

After this point, we’ll follow your lead and let you decide how often you’d like to connect with us on the phone. Remember, you can book a call with us at any time.

Tax Genius Virtual Bookkeeping online bookkeeping features and services

Don’t let bookkeeping distract you from running your business. Let Tax Genius Virtual Bookkeeping do it for you. Here’s what you get as a Tax Genius Virtual Bookkeeping customer.

Reliable bookkeeping

Financial statements

Each month, you’ll get a clear, accurate Income Statement and Balance Sheet. With all of your transactions organized into categories, you can easily monitor how much you earn and spend each month, how much you own, and how much you owe.

Helpful visual reports

See your business’s financial health at a glance and stay in control of cash flow. Tax Genius Virtual Bookkeeping visual reports display your revenue, expenses, and profit over time. Knowing where your money is coming from and going to is the first step to making smarter business decisions.

Year End financial package

We also compile all of the financial information you and your accountant will need to file your taxes: comprehensive financial statements, notes of items that require special tax treatment, and a detailed backup in case your business is audited.

Here’s what’s included.

For convenience, your Year End Financial Package is downloadable as an Excel file.

Dedicated bookkeepers

A team of experts

Your Tax Genius Virtual Bookkeeping team is on hand to remove the burden of bookkeeping from your life. Over time, your team will come to know your bookkeeping needs inside and out, giving you peace of mind and more time to focus on your business.

Professional experience

Tax Genius Virtual Bookkeeping bookkeepers are trained in-house. Collectively, they have experience supporting thousands of small business owners. Our team knows how to serve your business’s unique bookkeeping needs, and they do it very well.

Responsive support

Got a question? No problem. Send your team an email message or have them call you at a time that suits. Tax Genius Virtual Bookkeeping bookkeepers respond to questions within one business day.

Simple, secure data-sharing

Connect your accounts to Tax Genius Virtual Bookkeeping, and your financial documents are automatically delivered to your bookkeeping team. We sync with all major banks and leading payment platforms and use bank-grade encryption to gather your financial data automatically and securely.

Effortless Categorization

Your team categorizes the majority of your transactions each month. For one-off expenses only you would understand, you can tell your Tax Genius Virtual Bookkeeping team how to categorize the transaction in a few quick taps.

Tax season support

Painless tax filing

Come tax time, we can connect you to a tax expert we trust. Answer a few questions, share your documents, and they’ll file your taxes painlessly and on time.

Secure third party logins

Keep your accountant, employees, and business partners in the loop. Multiple logins to your Tax Genius Virtual Bookkeeping account make it easy for you and the people you trust to access your financials.

Support for your CPA

If your CPA has questions or needs to make any adjustments to your books, your Tax Genius Virtual Bookkeeping team can work directly with your CPA to sort everything out—saving you from any extra legwork.

Catch up bookkeeping

If you’re new to Tax Genius Virtual Bookkeeping and you have months of overdue bookkeeping, our team can get you caught up in no time. We’re able to complete a year’s worth of bookkeeping in 3-4 weeks.

Pricing

Tell us your average monthly expenses, and we’ll suggest the plan that’s right for your business.