Managed Bookkeeping Services
Our managed bookkeeping services provide your company with ongoing, outsourced management of your business's financial records, handling tasks like transaction recording, bank reconciliation, payroll, and accounts payable/receivable. These services combine expert human insight with our technology integrations to offer accurate financial tracking, timely reporting, and compliance with regulations, freeing up business owners to focus on core operations rather than administrative burdens.
Bookkeeping Services & How They Work
Our managed bookkeeping service is a scalable solution that combines cloud-based software, automation technology, and expert human accountants to handle your company’s financial books with the delivery of profit and loss statements on a monthly basis.
Pricing Options and Packages
Select from our packages based on your projected monthly transaction volume that scales according to the size of your business.
Dedicated Bookkeepers
Our dedicated bookkeepers provide an outsourced financial professional assigned to manage a specific business's month-to-month financial records and transactions, providing consistent, personalized support, rather than being a general, shared resource. These professionals handle tasks like categorizing expenses, reconciling accounts, and generating financial reports, freeing up business owners to focus on core operations and offering insights for better decision-making.
Our dedicated bookkeepers prepare and present key financial statements, such as the profit and loss (P&L) statements and balance sheets for your company.
Accounting Software Integration
Accounting software integration is the process of connecting your core accounting software with our business systems, to automate data transfer, reduce manual entry, minimize errors, and provide real-time financial data. This creates a unified flow of financial information, offering a single "source of truth" for improved accuracy, efficiency, and decision-making within a business. This also removes the need to maintain manual records or complete book-keeping via complex bank statements
Our dedicated bookkeepers once granted access to your accounting systems will have the ability to access and reconcile reports without manual data exchange.
Pick a Package
Step 1 of the process to get a bookkeeper assigned is to determine how many projected transactions your company anticipates processing within a standard business month. This determines the applicable package, We offer 3 tiers to choose from.
Software Setup
Step 2 after you have selected the anticipated transaction volume required and the applicable package is to connect your accounting software to your business account and then grant access to your assigned bookkeeper to the accounting software systems.
Service is Active
Once we have your bookkeeper assigned and your software access granted and configured with all the right connection protocols, your bookkeeper can start handling your monthly profit and loss / balance sheet statements and assigned tasks on your company's behalf.
Bookkeeping FAQs
While software automates tasks, a human bookkeeper offers personalized advice, expertise, and a tailored approach to your business’s specific needs.
Our accounting software integrations use industry-standard encryption and robust cybersecurity measures to protect your financial data with the utmost confidentiality.
Bookkeeping reports are provided monthly and are sent over via email and uploaded to your account online for secure access.
Services are typically offered as a flat, monthly fee, with options for month-to-month or annual plans. Plans are also scalable based on your business growth.
- What Services Do We Provide Our Clients? -
Identity Notarization - US Business Address - Filing Documents with the State - Obtaining an EIN Tax ID - Bylaws and Resolutions - Registered Agent Services - Mail Handling - Business Bank Account - Shipping of All Final Documents - Business Tax Filing Services - Virtual Assistants -
Identity Notarization
In some cases where required, we will use an online notarization service to validate your identity as the company founder or representative in order to secure a U.S. business address and to pre-screen you for our banking partners. To complete this process we use an online notarization platform, Notarize, the online notary public service.
U.S. Business Address
To open a company in the United States, you are required to have a U.S. business address in the State of incorporation. Once step 1 has been completed, we will obtain a registered business address for you in the state of your company formation. This address serves as a business address and registered mail forwarding address for your U.S. company.
Filing Articles with the State
For step 3 in your company formation process, the filling of articles of incorporation with the state or federal government is required. As part of our U.S company formation services we will file these documents on your behalf. This is part of our incorporation service.
U.S Business Bank Account
We have a diverse array of strategic banking partnerships in place, from wholly online technology based banks, to international, multi-currency account providing banks, as well as more traditional, brick and mortar U.S. banks with physical banking branches in most U.S. States.
Obtaining an EIN Tax ID
An EIN Tax ID is required by the IRS and U.S Banks to track your business associated income and operate your business legally. As part of our U.S business formation services we will obtain an EIN on your behalf. Your EIN confirmation letter will be delivered to your business address.
Registered Agent Services
If you’re forming a corporation or a limited liability company, you’ll need to select a registered agent for your business and provide the agent’s name and address on the formation documents you file with the state. We can provide this service on your behalf.
Bylaws and Resolutions
Bylaws and resolutions are the initial decisions of your corporation’s board of directors and basic "operating rules" of your corporation. As part of our U.S company formation services we will provide initial drafts of these on your behalf. This is part of our incorporation service.
International Docs Delivery
As part of our service for international clients, where you select the option for a corporate kit, we will deliver your business incorporation documents, EIN tax ID forms and any additional selected supplements to you anywhere in the world as part of our service offering.
Business Tax Filing
Utilize our online federal business tax filing tools to file your business taxes for your U.S. company. Our online tax filing tools are specifically tailored to support non-resident owners of U.S. companies in the tax filing obligations.
Virtual Assistant Services
Our virtual assistants provide a dedicated U.S. phone number with intelligent and contextual call answering, transferring and handling on behalf of your company with our assistants being U.S. based and within U.S. time zones to help your company grow.
Download our U.S. Company Formation Brochure -
Access our 25 page brochure on setting up a company in the United States as a non-resident - A step by step overview of our LegalTech company formation platform and services