Virtual accounting and bookkeeping for small businesses and entrepreneurs
For Service Providers, Creators + Entrepreneurs

Solving your bookkeeping headache.

Financial Umbrella provides a back-office solution tailored for service-based businesses and nonprofit organizations, encompassing company formation, tax, accounting, and bookkeeping services.

It's all included and more.

Your Own Dedicated Accountant

Transaction Categorization

Organized Monthly Financials

Business Analytics and KPIs

Quickbooks Online Subscription

Intuitive User Experience

1099 Tax Form Issuance

Business Bank Account

Featuring transparent pricing.

Just Bookkeeping
Starting at $295/month
Your own dedicated accountant
Unlimited communication access
Easy onboarding to save you time
Review year-to-date books
Organized + up-to-date monthly financials
Quickbooks Online subscription
Intuitive secure user interface in our portal
Essential business analytics + KPIs available
Quarterly check-ins with your dedicated bookkeeper
Year-end on-time book closure for tax prep
Annual issuance of 1099 forms
Complimentary business bank account
Add-on tax, payroll, or LLC formation services with our other packages
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Bookkeeping + Taxes
Starting at $395/month

Everything in the Just Bookkeeping package, plus...

Personal + business income tax returns filed by a licensed tax expert
Quarterly estimated taxes
Semi-annual tax planning
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Starting at $595/month

Everything in the Bookkeeping + Taxes package, plus...

Full-service payroll processing
LLC formation + S corp election with Annual Report filings
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Financial Umbrella brings years of experience.

Our answers to your questions.

What do I need to know to start bookkeeping services?

I have three requirements that allow me to deliver the most accurate bookkeeping and accounting services:

(1) Electronic transaction access from your bank (most banks have this)

(2) Expense reporting software (we get you set up on Quickbooks Online)

(3) No commingling of personal expenses in your business - this is a big one!

Is there support included? Can I ask questions?

Absolutely! Support and questions are included in your plan, and actively encouraged. Bookkeeping and payroll are services that are very much a two-way street when it comes to communication, so I expect to develop communication with you on a regular basis.

Do you provide bookkeeping and payroll software?

Yes, I use industry-standard bookkeeping and payroll software that you will gain a subscription to as part of my services. For bookkeeping, I prefer Quickbooks Online as I am a Quickbooks ProAdvisor (meaning I am a licensed expert in everything to do with Quickbooks). For payroll, I usually use Gusto.

Why use Quickbooks Online?

I do all our bookkeeping in Quickbooks Online because it offers a number of advantages to our clients:

Seamless tax preparation - virtually every tax preparer in the US knows how to work with Quickbooks Online, so if you don't want Financial Umbrella to do your taxes in-house, you'll have the freedom to choose any tax preparer you want.

Industry standard - in addition to tax preparers, most other financial professionals like attorneys, bankers, and venture capitalists, all know how to work with Quickbooks. ‍

Data Portability - using Quickbooks Online means you're not locked in. If you ever decide to move on from Financial Umbrella, your data and your Quickbooks Online subscription go with you.

See a whole blog post on why I like Quickbooks Online here!

Can I migrate from another accounting system to Quickbooks Online?

Yes, I have done this for a number of clients coming from Quickbooks Desktop, Xero, Wave Accounting, Freshbooks, Zoho Books, and more!

Does Financial Umbrella handle W-2 and 1099 forms?

Sure do! If you have payroll services with me, that includes preparation, filing, and mailing of W-2 forms, as well as 1099 forms for contractors paid through your payroll software package. If you have bookkeeping services with me, that includes preparation, filing, and mailing of 1099 forms to all necessary vendors and independent contractors. I can also provide 1099 services even if your books aren't done by Financial Umbrella - I would just need some extra information from you to ensure everything is up to snuff.

Does Financial Umbrella handle sales tax filings?

Sales tax filings are on a case-by-case basis, dependent upon my experience in your state(s) and whether your business performs services or sells goods in multiple states. While I want to help each and every one of our clients with their sales and use tax filings, clients performing services or selling goods numerous states would benefit more from an automated sales tax monitoring and remittance system. I recommend Tax Valet to our clients who perform business in many states.

What types of businesses do you work with?

Financial Umbrella works exclusively with service-based businesses, entrepreneurs, and nonprofit organizations. This may include (but is not limited to) medical providers, restaurants, online creators, influencers, entrepreneurs in the service industry, janitorial providers, and other professional service providers.

I do not work with businesses whose main purpose is to sell products.

Get in touch.

I am readily available for scheduled chats, calls, and video conferences, ensuring easy accessibility for all your needs and preferences.
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