Business Details
Trusted Virtual Bookkeeping Services
Elite Bookkeeping Services is a dedicated virtual bookkeeping firm committed to helping small businesses achieve financial clarity and operational efficiency. Founded by Amy Wagner, a Certified QuickBooks ProAdvisor with over a decade of experience managing business finances, the company combines industry-specific expertise with tailored financial solutions. Our team specializes in precise bookkeeping, strategic financial guidance, and seamless collaboration with accountants to ensure comprehensive financial management. We prioritize security through state-of-the-art encryption while delivering responsive, client-focused service. With specialized knowledge in veterinary practice bookkeeping, we provide customized solutions that address unique industry challenges. Our mission is to empower businesses with accurate financial insights, enabling owners to focus on growth while maintaining fiscal stability. By leveraging cloud-based technology and proven methodologies, we offer accessible, reliable bookkeeping services that adapt to evolving business needs.
Services
Virtual Bookkeeping
Fractional CFO Services
Veterinary Bookkeeping
Online Bookkeeping
Tax Preparation
Highlights and features
- Monthly expense allocation
- Monthly reconciliations
- Monthly reports by the 15th
- Monthly consultation
- Setup customized Quickbooks software with chart of accounts, customer, and vendor list
- Encrypted document collection & storage
- Email and phone support
- Liaison with your CPA
Associations and certifications
- QuickBooks ProAdvisor
- American Institute of Professional Bookkeepers
What people say
Beyond amazing
Organized expense report
Responsive support
Creative solutions
Stress-free tax season
Services
Virtual Bookkeeping
Our virtual bookkeeping service manages daily transactions, monthly reconciliations, and financial reporting for small businesses. We ensure accurate records while providing cloud-based access for real-time financial insights. Clients receive tailored support through secure document storage and direct communication with our team.
Fractional CFO Services
Fractional CFO services deliver strategic financial leadership without full-time costs. We provide budgeting guidance, cash flow analysis, and growth strategies while coordinating with accountants for comprehensive financial planning and tax preparation support.
Veterinary Bookkeeping
Specialized bookkeeping solutions for veterinary practices address industry-specific challenges. Our services include expense tracking, inventory management, and financial reporting tailored to veterinary clinic operations and regulatory requirements.
Tax Preparation
We prepare organized financial records for tax season, including expense reports and reconciliation statements. Our team coordinates with CPAs to ensure accurate filings while providing year-round tax planning recommendations.
Payroll Processing
Premium package payroll services handle employee payments, tax withholdings, and regulatory compliance. We maintain accurate records for wage disbursements and year-end tax documentation requirements.
People
Amy Wagner
Founder
Amy Wagner, Certified QuickBooks ProAdvisor and former veterinary technician, brings 10+ years of financial management experience. She specializes in small business bookkeeping and veterinary practice financial solutions while prioritizing client education and financial clarity.
Erin
Executive Administrative Assistant
Erin provides administrative support with 10+ years of executive assistance experience. She manages client communications and bookkeeping tasks while supporting small business owners with organizational needs.
Jamison
Lead Bookkeeper
Jamison, Lead Bookkeeper, holds a business management degree with 15 years of bookkeeping experience. He manages diverse accounts while providing technical expertise and personalized financial reporting solutions for business clients.
Questions
What industries do you specialize in?
We specialize in veterinary practices but serve retail, healthcare, and professional services businesses with tailored bookkeeping solutions.
How do you secure financial data?
We use encrypted document storage and secure client portals to protect sensitive financial information.
What bookkeeping pricing options exist?
Our services start at $450/month with tiered packages offering increasing features like payroll processing and strategic planning.
Can you work with my accountant?
Yes, we collaborate directly with CPAs to provide necessary financial documentation and support tax preparation.
How do I begin bookkeeping services?
Schedule a free consultation to discuss needs, then we'll create a customized plan and transition your financial records.
Reviews (2)
Bev Daniel
Jul 11, 2024
Report
Amy was absolutely amazing! We had a terrible mess when our bookkeeper walked out suddenly in the middle of the sale of our company and no one knew anything about Quickbooks! Amy to the rescue ,thank goodness! Shes not only easy to work with but the nicest person youll ever meet.
Endued Overwatch Llc
Mar 17, 2024
Report
Amy is beyond amazing. She devoted her time and effort in clearing up my books for tax preparations. The CPA was more than thrilled to finally see an organized expense report from me thanks to Amy's work. She answered all my questions and stayed on top of my account, more so than I ever was prior to using her services. If you want your books organized and done right the first time, use Amy.