Streamlined virtual Bookkeeping Solutions

We Balance Your Books While You 

Build Your Business

Scroll down to see all the services our team offers.

You'll have more time

...to focus on sales, marketing and customer retention, thus increasing your new and recurring income!

You'll have peace of mind

...knowing that you can call us with any question, comment or concern that affects your business or personal situation and we'll be there to help!

You'll be able to plan

...whether it's for taxes or for other life investments, you'll always know where you stand with monthly financials at your fingertips!

Welcome to TBD Bookkeeping

I'm Danielle Hatch

Owner & CEO

As a business owner, wife and mother, I understand the value of time and the importance of work / life balance.  TBD Bookkeeping can take over the day-to-day bookkeeping of your business so you can focus more on growth, operations, and customer relationships.

Prior to starting TBD Bookkeeping I spent seven years working in a litigation accounting support position and three years working in corporate accounting.  

My degrees include a BSBA in Accounting and a MS in Accountancy.

Additionally, I earned my CPA in 2014, which is currently in "inactive" status.

Not sure which services you need? Send us an email!

info@tbdbookkeeping.com

Serving virtually across the U.S. Based in:

Carnegie, PA 15106

Want to speak to someone on the phone? Call us!

412-720-3501

What other benefits do you get?

In addition to more time, peace of mind and the ability to plan your financial life, here are some other great benefits...

  • Privacy and confidentiality: Privacy and confidentiality are of utmost concern for professionals in the financial world. We know how to keep your information safe but an internal employee may not have the same high ethical standards. Or you may not want your staff to have access to all of your financial information.
  • Lower Payroll Costs: Having an outsourced financial team lowers your payroll costs significantly because you won't have to hire for these positions thus avoiding wages, payroll taxes and other fringe benefit costs.
  • Red Carpet Service: At tax time, those that are organized and ready to roll, get the red carpet treatment...while small businesses that are disorganized and unprepared get put on extension. 

Virtual Bookkeeping Services

Here is a quick glance at all the things we can help you with!

Financial Reporting

We can handle all of your basic bookkeeping needs and issue tailored monthly financials to you! We can even invoice your clients!

Catch Up / Clean Up Work

We can catch up / clean up incomplete data in a business' books. Discounts are available for catch up / clean up work when also signing for an on-going monthly  basic bookkeeping package.

Payroll & Sales Tax Filing

Let us help keep you in compliance with the various federal and state agencies. We timely file your payroll and sales tax reports every month and quarter.

Cash Flow Analysis

We understand the importance of monitoring cash flow in your business. We customize our cash flow analysis service to match the exact requirements of each client.

QuickBooks Training

We offer customizable QuickBooks training based on your needs and goals.  

Analytics & Customized Reporting

Let us help you make sense of your businesses data and financial statements.  With our custom reporting solutions we can design a host of reporting above and beyond the basics. 

Client Testimonial

Checkout what our awesome clients are saying...

PRICING


Our pricing is competitive within the bookkeeping field.

Rather than offering "one-price-fits-all" packages,
we determine the monthly cost based on what your business needs.

Frequently asked questions

How does virtual bookkeeping work?

We set up all clients on QuickBooks Online.  This allows YOU to maintain access to your financial statements at all times while WE do the work!  If you do not already have a QuickBooks Online subscription we can help you find the best rate available through our partnerships.

What qualifications does your team have?

Many of our team members are CPAs, legal professionals and Certified Pro-Advisors. You can rest assured that you are working with the highest quality professionals. We all also belong to a large network of financial professionals so if there is a question we have not seen before, we have a lot of resources in our back pocket to find an answer for you fast. 

What information do I need to share?

Ideally, our bookkeeping team will need access to your business bank and credit card accounts in order to efficiently complete your monthly financials. Many banks allow for accountant (read-only) access to bank accounts. This access helps us to keep our fees affordable and our efficiency high. 

If I have a question, how long does it take to get an email response?

We pride ourselves in being very responsive to our clients important inquiries. We strive to respond within 24 hours AT MOST (except over weekends and holidays). If we are very busy, we will respond to let you know we've received your email and will address it shortly. 

What hours do the bookkeepers and other team members work?

Due to the flexible nature of bookkeeping work, many team members work various hours of the day and night. However, we use standard M-F 8-5 work hours to address emails and phone calls. 

Is Quickbooks Online required to sign up for Bookkeeping Services?

Yes. Our team must use Quickbooks Online in order to handle the bookkeeping at the price list above. Versions - Simple Start, Essentials, Plus, or Advanced are all acceptable. If you have a current subscription, you are ahead of the game. No need to get another subscription. If you do not currently have a subscription, we are able to offer 30% off to our new clients for 12 months. This is the best discount you can get with Quickbooks Online.

Do you require a contract?

Nope! No contract is required. However, there are no partial month refunds. 

Is an engagement letter required?

Yes.  We do require signed engagement letters.

Do you also offer federal, state, local, and personal income tax services?

No, we do not.  However, we partner with tax accountants (who do not offer bookkeeping services).  We work together to ensure tax time is stress free for you!  Maintaining accurate and complete financial statements on a monthly (or quarterly) basis means you're ready at tax time and not scrambling to get your books in order!

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