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OUR SERVICES

Virtual Accounting and Bookkeeping

Maintain books that are accurate, transparent, and always ready for investors.
 

We take care of your monthly bookkeeping with QuickBooks, Xero, Zoho Books, and advanced AI-driven tools — ensuring every transaction is properly recorded, categorized, and reconciled on time. Whether you’re a month behind or several years, our experts will update your books thoroughly, without shortcuts.

  • Categorization of bank transactions

  • Precise bank reconciliations

  • Backlog cleanup for prior months/years

  • Secure portals for document sharing

  • Monthly financial reports (P&L, Balance Sheet, Cash Flow)

Financial Reports & Dashboards

Gain insights, not just spreadsheets.
 

We transform raw financial data into meaningful analysis. Each client receives tailored dashboards aligned with their business goals — from burn rate and gross margins to MRR and customer acquisition costs.

  • Monthly KPI dashboards

  • Budget vs. actual performance tracking

  • Detailed reports on expenses, revenue, and profitability

  • Customized reports for board presentations or lenders

Virtual CFO & Cash Flow Planning

Plan ahead, stay prepared, and grow with confidence.
 

At Your Book Keeper, we go beyond routine bookkeeping. Through our Virtual CFO services, we become your strategic finance partner — guiding you with rolling forecasts, cost evaluations, and cash flow insights to help you plan 3, 6, or 12 months into the future.

  • 13-week cash flow projections

  • Monthly financial performance reviews

  • Burn rate and runway analysis

  • Scenario planning for hiring, investments, and pricing

  • Virtual CFO sessions (weekly or monthly)

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