Virtual Bookkeeping Service for Quickbooks Online
We provide a complete turn-key bookkeeping solution for your small business. We are trainers. We will teach you how to accumulate and use your information.
We service Main Street, not Wall Street.
Your Own Accounting Department
How We Work
Step 1
One of our Expert Bookkeepers will go through your existing books and bring them up to date making necessary corrections. We will review your books to make sure they are set up correctly for your particular business.
Step 2
Your Expert Bookkeeper will train you to accomplish the tasks only you can do. Then he or she will categorize your transactions from your bank feeds and reconcile your bank and credit card accounts each month.
Step 3
At the end of each month, Your Expert Bookkeeper will close your books and provide you with an income statement and balance sheet for your use. We will also schedule a conference with you to review your accounting records. At this point your records are "tax return ready".
Our Virtual Bookkeeping Services utilizes video conferencing and screen share for training and face to face meetings. We also use digital document sharing of receipts, vendor bills, bank statements, and any other necessary documentation.
We will enter into a contract with you outlining the services we are to perform and the tasks you are to complete. Our Virtual Bookkeeping Service is on a month to month basis and either of us can cancel at any time. Our goal is to establish long term relationships with our clients helping them to establish and maintain profitability.
Our Services and What We Cost
All our services are delivered online, eliminating the need for a bricks and mortar office, in order to keep our costs low. We offer a full range of services based on your needs and capabilities. Our more advanced services can be discussed with you as you choose.
| Services | Basic | Intermediate | Enterprise | Controller | CFO |
|---|---|---|---|---|---|
| Starting cost per month | $200 | $500 | $800 | $1,200 | $2,000 |
| QBO software included | ✓ | ✓ | ✓ | ✓ | ✓ |
| QuickBooks full-service payroll included | ✓ | ✓ | ✓ | ✓ | |
| Initial cleanup and design (required additional cost) | ✓ | ✓ | ✓ | ✓ | ✓ |
| Import bank statements | ✓ | ✓ | ✓ | ✓ | ✓ |
| Categorize transactions | ✓ | ✓ | ✓ | ✓ | ✓ |
| Bank account and credit card reconciliations | 2 accounts | 3 accounts | 4+ accounts | 4+ accounts | 4+ accounts |
| Monthly financial statements | ✓ | ✓ | ✓ | ✓ | ✓ |
| Electronic bill payment | ✓ | ✓ | ✓ | ✓ | |
| Payroll data entry, biweekly or monthly | 1-5 employees | 6+ employees | 6+ employees | 6+ employees | |
| Payroll tax reports and payroll tax deposits | ✓ | ✓ | ✓ | ✓ | |
| W2s and 1099s | ✓ | ✓ | ✓ | ✓ | |
| Management of entire accounting system | ✓ | ✓ | |||
| Management consulting | ✓ | ||||
| Budget preparation | ✓ | ||||
| Strategic planning | ✓ |
Take the next step for your financial future. Schedule an online meeting with us today.
For CPAs
We accept referrals from CPA firms for client services that the CPA firm cannot perform.
We do not practice as a CPA firm and we do not provide any services reserved for CPAs, such as compilations, reviews or audits.
We also do not prepare tax returns.
When we work on a referral basis from a CPA firm, we take great care in limiting our scope to our specialties and not including those performed by the referring firm.
Meet the Team
Your Accountants PLLC is an accounting support company. We do not prepare tax returns or perform audits, reviews or compilations. Our services are more internal, like your own accounting department, providing you with bookkeeping services and information you need to successfully run your business.
C. Wayne LokerChief Financal Officer |
Wayne Loker is a financial professional with over 40 years experience in public accounting and as a Chief Financial Officer. His areas of expertise include the hospitality and food service industries, real
estate
development, construction, service providers, and retail operations.
|
Marsha NeilsonController, Accountant |
Marsha Neilson has 30 years experience in Accounting and Controllership roles for various businesses. Marsha is a Certified QuickBooks Online Pro Advisor and an Intuit QuickBooks Expert Online Bookkeeper.
|
Skip WilliamsController, Accountant |
Skip Williams brings his years of experience in Accounting and Controllership to the table and is accustomed to using his management skills to provide excellent service to his clients. Skip holds a B.S. in
Accounting
and an MBA.
|
Contact Your Accountants PLLC
Testimonials About Our Work
We are proud of our 5 star reviews!
Wayne Loker has been one of my principle business advisors as long as I have been in business. He began advising me in 2008, during the planning stages for the
acquisition of
T&E Meats. Wayne has been T&E Meats' outside accountant since mid-2008, responsible for tax preparation, financial statements, analysis of costs, and similar accounting responsibilities, often taking a controllers' role. But
he is more
than just a green eyeshade guy. Wayne has helped connect me with bankers and other business advisors; helped me finance equipment and plant expansions; and been a good sounding board through the years and many twists and turns
of the
business cycle. His many years of experience, including a lifetime spent doing business in the Shenandoah Valley, have been invaluable to this small business owner. ~Joe Cloud, July 2021
Our business has been using the services of Wayne Loker and his staff for years. They have always been prompt with addressing our business needs and answering all our
questions. We would highly recommend using their service for your bookkeeping needs. ~Thomas Jenkins, May 2021