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Virtual Strategic Bookkeeping

Strategy, Compliance, Peace of Mind

Gain Financial Clarity!

Goal Setting

Our entreprenuers establish a sound financial framework that focuses on efficient cash-flow management and long-term sustainability. 

Financial Coaching

We know that not everyone is ready to work with us 1:1 which is why we are developing Profit First group coaching and at-your-pace digital courses that will focus on Profit Planning, Business Start-up, Financial Literacy and more.

Stress Management

Financial management is a daunting task where mistakes can be costly, but we come in dedicated to learning your business and becoming a trustworthy and experienced partner, resulting in owners getting back to running a business they love.

Profit Literacy

We all hear that we should be profitable, but what does that mean and how do we ensure it will happen!

Helping You Find Success With Virtual Bookkeeping

How Do I Know if Outsourcing is Right for My Business?

As an entreprenuer, your time is more valuable spent growing your business and clientele. Take advantage of having an experienced and reliable partner relieve you of timely bookkeeping duties.

Benefit of Outsourcing…

Increase Focus and Efficiency

How much time do you spend on bookkeeping each week?  Without the distraction of bookkeeping you can focus on the actions that will help you achieve your business growth objectives. Springstead Solutions will take care of your bookkeeping needs in less time with more accuracy.

Expertise and Risk Management

You are great at what you do. But, maybe not so great at the numbers side of your business! Having an experienced partner who specializes in the numbers can help mitigate your risk, ensure accuracy, and help you maintain compliance. 

Competitive Advantage

Having access to expert advice and CFO-support can help set your business apart from your competitors. By having a leg-up, you have more time to grow your business in ways others lack the resources to do.

What is The Process Like?

Our approach is not a one-size-fits-all. We provide a range of services tailored to your unique business that is aligned with your business growth objectives. Plus, we offer these services remotely allowing us to help businesses beyond our zip code.

1. Understand You and Your Business

This isn’t just a business relationship– it’s a partnership! We will take the time to learn about you, your business, and your short-term and long-term business goals. 

2. Business Health Check

We will thoroughly assess your current books and work with you to develop a Profit Plan that works for you and your business objectives. 

3. Establish Partnerships

We will develop a partnership with your CPA or other necessary entities to ensure we are working in sync on behalf of your business.

4. Provide Timely Reports

Depending on your business health check and desired services, we will provide timely reports of your numbers and ensure you fully understand your financial position, with reports that make sense to you! 

5. Open Communication

We want prospective clients to know that we operate with open communication and will actively seek feedback! It is important to us that you feel comfortable asking any questions and for you to know someone is in your corner. Each level of service has regular financial check-ins whether it be bi-weekly, monthly, quarterly or annual.  

How To Get Started

Step 1

Request a Free Consultation

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Step 2

Complete a Diagnostic Review

Step 3

Initiate Client On-Boarding

Virtual Controller

  • INCLUDES EVERYTHING IN VIRTUAL FINANCIAL STRATEGIST
  • QBO Software Training & Best Practices
  • Liaise with Accountant
  • Input of Sales & Expenses (provided from documentation & bank feed) – WEEKLY
  • Management Reporting & Review Meeting w/ Financial KPI report (if using QBO) – BI-WEEKLY
  • Financial Reports (Income Statement (P&L), Balance Sheet, Statement of Cash Flows & Transaction Categorization details list) – WEEKLY
  • 1099 & 1096 Reporting & Reconciling – QUARTERLY

starts at $3,000/mo

Virtual Strategist

  • INCLUDES EVERYTHING IN VIRTUAL FINANCIAL ASSOCIATE
  • Audit Documentation Support
  • Cash Transactions Tracking (receipts required)
  • Input of Sales & Expenses (provided from documentation & bank feed) – BI-MONTHLY
  • Management Reporting & Review Meeting w/ Financial KPI report (if using QBO) – MONTHLY
  • Financial Reports (Income Statement (P&L), Balance Sheet, Statement of Cash Flows & Transaction Categorization details list) – BI-MONTHLY
  • Coordination of Payroll & Payroll Reporting with Payroll Platform QB or Gusto (if needed)
  • Oversight of annual W2 Reporting & Reconciling (if needed)
  • 1099 & 1096 Reporting & Reconciling – ANNUALLY

starts at $1,000/mo

Virtual Financial Associate

  • QBO Subscription (if needed – additional charge at discounted rate)
  • Client Communications and Document Delivery Portal
  • Paperless Expense & Receipt Processing Platform
  • Input of Sales & Expenses (provided from documentation & bank feed) – MONTHLY
  • Bank & Credit Card Statement reconciliations
  • Management Reporting & Review Meeting w/ Financial KPI report (if using QBO) – QUARTERLY
  • Financial Reports (Income Statement (P&L), Balance Sheet, Statement of Cash Flows & Transaction Categorization details list) – MONTHLY
  • 1099 & 1096 support

starts at $575/mo