Streamlined virtual Bookkeeping Solutions

More Than Numbers 

YOUR STRATEGIC ACCOUNTING PARTNER

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

Danielle Hatch

Owner & CEO

Hi! I’m Danielle Hatch and I am not your average bookkeeper. Prior to starting TBD Bookkeeping I worked in both corporate and litigation accounting. I have a MS in Accountancy and earned my CPA in 2014. After leaving the corporate accounting world, I recognized a passion for helping entrepreneurs gain an understanding of their financial status.

At TBD Bookkeeping we provide more than just a list of services. We provide peace of mind to our clients by ensuring their financial records are accurate and they have clear insights into their business’s financial health. Our goal in partnering with you is to directly contribute to the success and sustainability of your business.


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 & Pricing

Monthly
Bookkeeping Services

Starting at $297/month
Every month we will keep accurate financials, reconcile your bank and credit card accounts and deliver complete monthly financial statements. Annually we will partner with your tax preparer to ensure financials are streamlined for taxes.

Cash Flow Analysis 
& Projections

Starting at $1500/month
Worried about running out of cash or struggling to meet financial obligations? Our expert cash flow projection services help you plan ahead, avoid cash shortages, and ensure that your business has the liquidity it needs to thrive. Confidently plan for growth, investments, or expenses with clear visibility into your financial future.

Add On Service Offerings:

AR & AP

Our team helps companies track and manage their client invoicing and can provide a smoother process for companies paying their own invoices to their suppliers and service providers. 

Catch Up / Clean Up Work

Behind on your bookkeeping? Need to get tax preparation ready? We can help.

QuickBooks Online Training

Not ready to hire a bookkeeper? That’s okay! We can help you set up QuickBooks Online and teach you all you need to know to run your businesses books efficiently.

Analytics & Customized Reporting

Our customized reporting service is a critical offering that provides businesses with tailored financial insights and analyses.

Strategy Sessions

Our strategy sessions help you understand your financial data and use it to make meaningful, decisive choices for your business’s growth.

Client Testimonial

Checkout what our awesome clients are saying...

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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