VIGILANCE MATTERS WHEN IT COMES TO YOUR MONEY

Vigilant Bookkeeping is a full-service firm specializing in QuickBooks Online bookkeeping, financial forecasting, and best practice financial operations. We are QuickBooks Online Certified ProAdvisors and our mission is to help you increase your bottom line through efficient financial processes.

 

SERVICES

ONLINE BOOKKEEPING

Utilizing the power of QuickBooks Online, Vigilant Bookkeeping provides the accurate and timely bookkeeping services your business requires. We free up time to allow you to focus on more important business issues that provide growth and maximize your profits.

 

We tailor your books and financial reporting to match how you run your business. With QuickBooks Online, we handle your bookkeeping efficiently and cost effectively through a highly secure, cloud-based solution. You will have real time, accurate financials, streamlined workflow, and lower internal staffing expenses.

 

When you partner with Vigilant Bookkeeping, you will remain in complete control of your financial reporting, cash transactions, invoice approvals, and online bill payments. Your up-to-date financial data is accessible anytime from any desktop or mobile device.  

FINANCIAL FORECASTING AND REPORTING              

Every business needs to look to the future and one of the best ways to ensure you get there is by having a financial forecast that guides you. Vigilant Bookkeeping works with you to establish the financial representation of your business goals and provides reporting and analysis that tracks your success. 

 

We assess your business situation through in-depth analysis and strategic reporting on an agreed upon cadence. This allows us to suggest areas for improvement that helps keep your business on track financially and be prepared for the future. These services include:

  • Setting business financial goals 

  • Budget development and tracking

  • Cash flow projections

  • Calculating and understanding financial ratios

  • Financial benchmarking

  • Presentation development for Partners, Investors or Boards 

FINANCIAL OPERATIONS

In addition to our bookkeeping services, Vigilant Bookkeeping provides a host of QuickBooks consulting services.  By analyzing how your business operates we can provide the most efficient financial processes that set you up for success.  This will ensure you are getting the most out of QuickBooks Online experience. A few of those services include:

  • Selecting the right version of QuickBooks for your business

  • QuickBooks software setup

  • Initial setup to map accounts correctly

  • Creating custom templates for invoices

  • Advice on time-saving shortcuts

  • Data file review and clean up

INTEGRITY

TRUST

EXPERIENCE

EXPERIENCE

ABOUT WIL MARQUARDT

  • Certified QuickBooks Online ProAdvisor

  • 30+ years Professional Financial experience 

  • Services provided to clients ranging from Microsoft and Expedia to startups 

  • Working with clients across Washington, Oregon, Idaho and Montana

 

ONLINE BOOKKEEPING

5 years experience establishing and running the bookkeeping processes for several startup and established firms. Included managing accounts payable and receivable, performing monthly and quarterly journal entries, monthly reconciliations, payroll, invoicing, taxes, and preparation of monthly reports.

CASE STUDY

A digital strategy consulting firm was growing and establishing itself as a major force in the market

 

They needed to organize their accounting procedures to ensure they were on track.

 

A QuickBooks structure was created for the firm including chart of accounts, invoicing procedures, streamlined A/R and A/P processing, and customized project-level financial reporting.

 

This firm was able to focus its efforts to greater business success.  

 

Their progress was noted in the marketplace and was eventually acquired.

TESTIMONIALS

“Wil set up my firm’s online bookkeeping using QuickBooks.  He managed day-to-day transactions and created monthly, quarterly, and annual reports allowing me to focus on growing my business. I also had Wil help me establish a demand generation funnel and perform regular reporting of actuals against sales forecast. I hired a bookkeeper and got a whole lot more.” 

Dennis Haugan, Strategic Management Consulting Firm

“Wil did a fantastic job keeping our books straight for my independent consulting services company.  He took care of the AP and AR activities ensuring that we were paid in a timely manner from our clients allowing me to focus on servicing the clients and removing the back-office hassles.  Wil was thorough and extremely trustworthy, and I could rest easy knowing that the business operations were in good hands.”  

Kristine Stebbins, CEO Digital Consulting Firm 

 
 
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Seattle, Washington

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