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The Power 
of Clear Information

Your Business Is UNIQUE
So Are Your Bookkeeping NEEDS

Wells Virtual Bookkeeping offers remote accounting and bookkeeping services to small and mid-size business owners.  Whether your business is a startup or already established, we have the financial tools available for you to develop and maintain exceptional financial records which would maximize your company’s profits.  Our services are designed specifically with your business in mind.

Is your business making a Profit? You aren’t sure?

Bookkeeping

Let our experienced team handle your tax compliant bookkeeping needs so you can run a stress-free business.

Controller Services

Our Controller Services team will take care of all your business' accounting functions, so you don't have to!

Review and Support

Let us answer all your Quickbooks and accounting questions, review your books for accuracy, and help guide you through any issues/errors you encounter.

Historical Cleanup

Our team will help you get your books cleaned up, caught up, and ready for filing. 

 A closer breakdown of what we do

  • Together we meet and greet via zoom

  • Together we brainstorm and evaluate your business’ needs (Discovery Call)

  • We do a business health check (Diagnostic Review)

  • We create a proposal

  • Together we review the proposal via zoom

  • You sign the papers

  • We get to work

  • We stay in contact via email, phone, and zoom so you stay informed

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With one-size-fits-all pricing, you may end up paying for services you don't need. WE create custom pricing for each client to reflect YOUR individual needs.

Benefits of a virtual bookkeeping professional

Accurate information and faster results

  • Bank and credit card feeds ensure that the recorded information is accurate and complete

  • Ability to upload receipts directly to QBO or Xero

  • Transactions are recorded faster and easier, allowing discrepancies to be fixed promptly

Cheaper than hiring another employee

  • We don’t require a work space within your office

  • You don’t have to pay employment taxes on our monthly fee for bookkeeping services

  • We don’t need employee benefits or insurance

Communication with your tax advisor

  • At tax time, we work directly with your tax advisor so you can continue to focus on your business

  • Confidence knowing that your financial records are accurate, up-to-date and tax compliant

  • Plus, my services are tax deductible!

How it works

Whether we live in the same city or across the country, we can provide quality bookkeeping solutions to you.

  • We use the latest cloud-based accounting software. It organizes and stores your documents and financial information so you can access it anytime, anywhere.

  • Throughout the month, we will record and reconcile transactions that are pulled directly into the accounting software via bank feeds and credit card feeds. If you make a purchase, simply use the secure mobile app associated with the accounting software to snap a photo, upload it, and we will record and reconcile it.

  • Each month, you will receive three financial statements that we will discuss and analyze via zoom during our monthly scheduled meeting.  Have other questions throughout the month? We provide unlimited email, phone and zoom support. We are Certified Pro Advisors for both QuickBooks Online and Xero.

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We take care of your books so you can take care of your business.

Our Mission

Helping you Create, Build and Love your Business. 

We believe that you simply can’t do that unless you have a great Bookkeeping Professional on your team.

~ Our Expertise ~ Your Freedom ~

Our Values

We value being CREATIVE. And we love a good ACRONYM…

~ Commitment

To providing above excellent service through dedicated, mutual commitment

~ Respect

For our clients, work colleagues, other bookkeepers and the law

~ Efficiency

Embracing the latest technology and systems to more accurately save time

~ Accuracy

Being attentive to the finer details of bookkeeping and the GAAP laws

~ Teachability

To have a love for growing and learning new things with humility and excitement

~ Integrity

Operating with honesty, integrity and transparency. Being direct and upfront in all communication.

~ Value

Always looking for ways to add value to clients, colleagues and industry

~ Enjoyment

To enjoy our work, our client and serving the industry and our society

Testimonials

Sharon has done a great job managing my bookkeeping for my business! She actively monitors transactions, runs monthly reports and meets with me regularly to keep my finances in front of me. Wells Virtual Bookkeeping has allowed me to minimize my time commitment for keeping my books up-to-date. The time that I used to spend updating my books has now been allocated to growing my small business.

~ Ryan Konen

Konectric, LLC

Contact

Let’s Work Together

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