When you’re learning financial principles instead of running your business, potential errors can lead to tax complications or missed deductions. Without clear financial visibility, strategic decisions become a matter of guesswork rather than informed, data-driven choices. Learn more about common bookkeeping blunders that may be costing your business

1. Transaction Management: We accurately record and categorize all your financial transactions.
2. Monthly Financial Reports: Get clear financial statements and insights tailored to your needs.
3. Monthly Reviews: We offer personal calls to go over your numbers and answer any questions.
4. Account Reconciliation: We make sure your accounts are accurate and up-to-date.
5. Custom Reports: Receive financial reports tailored specifically for you.
6. CPA Coordination: We work with your CPA to make tax preparation smooth and easy.
7. Budget Management: We help you create and manage your budget effectively.
8. Invoice Management: We handle your invoices and payments to keep cash flow steady.

Our bookkeepers mainly work with QuickBooks Online, the industry-leading platform trusted by millions of businesses, but they are also are proficient in various other platforms like Wave and Zero.

Our small business bookkeeping packages start as little as $240 per month and are structured based on your business’s transaction volume and complexity. During your consultation, we’ll assess your specific needs and recommend the right package to provide comprehensive support without paying for services you don’t need.

During your initial consultation call, we take time to gather thorough information about your business, financial systems, goals, and specific bookkeeping needs. This call serves as a discovery process that helps us understand your operations, reporting preferences, and any current challenges. Using this information, we match you with the best-fit bookkeeper from our bench of experienced professionals who work across a wide range of industries and specialties. Each of our bookkeepers brings different strengths and expertise, allowing us to make a thoughtful, personalized match. Our goal is to ensure you are paired with someone who can support your business effectively from day one.

Your partnership is backed by dedicated Relationship Specialists who ensure the health of your engagement and address any problems that occur. We’re committed to getting the match right the first time, and our track record demonstrates our consistent success. However, should any compatibility issues arise, we can quickly rematch you at no additional cost.

We understand the importance of confidentiality. Our bookkeepers adhere to the highest professional standards, including signing strict confidentiality agreements and complying with all client-specific requirements to safeguard your sensitive information.

Yes, we provide bookkeeping services to families who want greater clarity and organization around their personal finances. Our services help families better understand their financial activity, create and maintain budgets, and track income and expenses throughout the year. We also offer annual financial organization support to ensure records are accurate and easy to access. This preparation helps streamline the tax filing process and reduces stress during tax season. Our goal is to give families confidence and control over their financial picture.

Read our blog for more on what kind of support Peachtree VA offers to families!

Every client’s account is different, and during your onboarding and kickoff process, we establish a monthly cadence that best fits your specific bookkeeping needs. As part of our standard process, we aim to close out the prior month’s books and provide financial statements by the fifth business day of the new month. At the beginning of each month, your bookkeeper will also meet with you to review the prior month’s performance, year-to-date results, and any budgets or forecasts that may need updating. Throughout the month, your bookkeeper works to categorize transactions, send invoices as needed, process contractor payments, issue 1099s when applicable, and reconcile accounts. This consistent workflow ensures your financial records remain accurate, timely, and well-organized.

If you’re interested in becoming a Peachtree Bookkeeper, check out our careers page! Note: We are not always accepting applications, so please check in periodically so you don’t miss when our applications open.

Our bookkeepers are 1099 independent contractors to Peachtree VA. This arrangement allows us to handle all contractual and compliance aspects, giving you the flexibility and ease of service without the administrative overhead.

Yes. We appreciate when our clients refer us to other clients. In fact, our Client Referral Partners receive $100 for each referral that signs on. Simply set up an email introduction with Reid Yearwood (reid.yearwood@peachtreeva.com)

1. VA support works exceptionally well when you already have financial management infrastructure in place. If you’re working with a CPA, external bookkeeper, or have strong financial processes but need someone to handle the administrative legwork, a Peachtree virtual assistant becomes an invaluable extension of your existing team. The key advantage lies in their versatility. Your Peachtree VA can seamlessly transition between financial administrative tasks and other business operations, such as email and calendar management, project coordination, and social media support.
2. Peachtree VA’s professional bookkeeping services go far beyond administrative support to provide strategic financial insight and comprehensive management. This level of fractional support is essential when you don’t have existing financial management infrastructure or when your business has grown beyond basic administrative needs. Peachtree VA’s custom bookkeeping packages enable you to have the timely and accurate financial data you need to make informed decisions.

Read our blog for more information!

We like to think of our bookkeepers as a small finance department for small businesses. Our team integrates directly into your operations by using your systems, communicating with key team members, and, in many cases, working through a company email address to ensure seamless collaboration. Peachtree bookkeepers are highly hands-on and proactive, providing ongoing support rather than working in isolation. They stay in regular contact throughout the week and month to address questions, manage workflows, and anticipate financial needs. This approach allows them to function as trusted members of your team while delivering professional-level financial oversight.