737-410-7660
Our Services
Tailored Bookkeeping Solutions
At Vantage Bookkeeping, we offer personalized bookkeeping services designed to meet the unique needs of your business. Our team is dedicated to providing accurate and efficient financial management, allowing you to focus on growing your business. Below are some of the most popular choices.
Monthly Bookkeeping and Upkeep
Monthly bookkeeping means categorizing all income and expense transactions, reconciling all bank and credit card accounts, managing payables/receivables to ensure there is no missed incoming revenue or outgoing vendor payments, handling payroll record-keeping and tax filing, reviewing compliance items and submitting sales taxes, and preparing detailed financial reports that help you understand the details of your company's financial health and where to focus for continued success. This is done on a continuing basis and ensures the books are always up-to-date, accurate, and ready for tax time or decision-making.
Bookkeeping Cleanup
Bookkeeping Cleanup is the process of reviewing, correcting, and organizing a company’s financial records to ensure they are accurate, complete, and up to date. Over time, books can become messy due to miscategorized expenses, duplicate or missing transactions, unreconciled bank accounts, or unrecorded invoices and payments. Or you can fall behind on getting everything entered due to lack of time. It is not uncommon to find that duplicate transactions have misstated a company's income as more than was actually earned, which can result in higher taxes being paid than is required. A cleanup typically involves reconciling bank and credit card statements, properly categorizing income and expenses, resolving discrepancies, and ensuring all accounts align with supporting documentation. The goal is to bring the books into compliance, create a reliable up-to-date foundation for financial reporting, and provide clear, trustworthy data that business owners and accountants can use for tax preparation.
QuickBooks Online Setup
New to QuickBooks? Allow us to assist you in choosing the proper subscription level and getting your bookkeeping records set up properly so that you can move forward with confidence. We'll get your Chart of Accounts set up, connect your bank and credit card accounts to allow accurate transaction-to-bank-record matching, import any customer or vendor lists you may have stored in spreadsheet or other method, connect any payroll, inventory, or POS systems you are currently using, and many other necessary steps to get you as streamlined as possible.
Bookkeeping Migration From Desktop To Online
QuickBooks no longer offers a perpetual license and will not provide updates or subscriptions to QuickBooks Desktop versions after 2024, with the exception of QuickBooks Enterprise, which will have an annual subscription price of over $2000. QuickBooks Online offers different bookkeeping pricing levels, depending on the needs of your business, and can often be a savings of 50% or more over the Enterprise edition. If you are currently using an outdated version of QuickBooks, we can help you move all of your books from the desktop version to the online version (accessible anywhere you have a computer and internet), and ensure there is nothing missing or incorrectly transferred, We can also assist you in choosing the subscription plan that is best for your business.
Payroll Processing and Tax Filing
We can help by simplifying payroll processing and tax filing. By keeping employee records accurate and up to date, we ensure wages, benefits, and deductions are calculated correctly, helping to avoid costly mistakes or compliance issues. We can prepare and submit payroll on schedule, handle direct deposits, and generate the necessary reports for both management and government agencies. We also help track 1099 contractors to ensure they are paid accurately and on time. When it comes to taxes, we organize financial data so that quarterly and annual payroll tax filings are accurate and on time, reducing the risk of penalties. We can connect payroll processing companies to your books to ensure all of the necessary data is received and categorized properly. We can generate W-2's and 1099's as necessary.
Accounts Payable
Allow us can take the burden of managing accounts payable off your shoulders, ensuring your bills are organized, scheduled, and paid on time. By tracking due dates, verifying invoices, and reconciling vendor statements, we can help you avoid late fees, missed payments, or duplicate charges—all of which protect your cash flow and vendor relationships. We can also set up streamlined systems for approving and paying expenses, giving you better visibility into where your money is going. We can provide detailed reports on who is getting paid, how much they're getting paid, and how frequently. We can also report on what is coming due so you can plan for future expenses.
Accounts Receivable
We can help you stay on top of your accounts receivable by tracking customer invoices, monitoring due dates, and keeping you aware of overdue payments. By keeping your receivables organized and up to date, we ensure that your cash flow remains steady and predictable. We can also set up reminders, send statements, and provide clear reports that show you exactly who owes what and when. With our support, you’ll reduce the risk of missed payments, strengthen customer relationships through timely communication, and free up valuable time to focus on serving clients and growing your business.
Sales Tax Recording and Remittance
We can help you manage sales tax by accurately tracking what’s collected from your customers, making sure it’s recorded properly in your books, and ensuring you’re setting aside the right amounts. We stay on top of filing deadlines and prepare the necessary reports so that your returns are filed correctly and on time, helping you avoid costly penalties or interest. By keeping your sales tax records organized and compliant with state and local regulations, we take the stress out of managing this complex task, giving you peace of mind that everything is handled smoothly and accurately.
Inventory Management
We can help you stay on top of your inventory by keeping accurate records of what’s coming in and going out, making sure your books reflect the true value of your stock. We can set up processes that update your inventory after every sale. By tracking costs, quantities, and turnover, we provide insights into which products are moving quickly and which may be tying up your cash flow. This allows you to make smarter purchasing decisions, avoid stockouts, and reduce excess inventory. With clear reporting and ongoing monitoring, we help you maintain the right balance—keeping your business efficient, profitable, and ready to meet customer demand.
Custom Financial Reporting
We can create custom financial reports that give you exactly the insights your company needs to make smarter business decisions. Instead of relying on generic templates, we tailor reports to highlight the metrics that matter most to you—whether that’s profitability by product line, cash flow trends, job costing, or budget vs. actual performance. These customized reports transform raw financial data into clear, actionable information, helping you identify opportunities, spot challenges early, and confidently plan for growth. By focusing on the numbers that directly impact your goals, we ensure you always have the right information at your fingertips.
Financial Analysis
We can review your financial data in detail and provide clear insights into how you can improve your cash flow. By analyzing patterns in your receivables, payables, and spending, we can notify you when expenses may be increasing faster than in past periods, point out changes when compared to similar timelines, or identify areas that may not have the right information and need more scrutiny. This might include tightening collection processes, adjusting payment terms, or finding areas to reduce expenses by changing vendors. With regular monitoring and proactive advice, we help you avoid cash shortages, reduce reliance on credit, and ensure you have the liquidity needed to cover expenses and take advantage of growth opportunities.
Something Else?
Have another bookkeeping task? Let us know! Bookkeeping covers so many areas that it is impossible to list them all here. We also are supported by a large community of mentors that an assist us in anything we may have questions about.
Tax Return Preparation
While we do not offer tax return preparation, we do everything else. We get every part of your books ready for your CPA to file your taxes. We will work with your CPA to make sure they have to prepare an accurate tax return.