Bookkeeping · Payroll · Tax · Reporting
Outsourced bookkeeping and accounting for US small businesses
Clean books every month, payroll that runs on time, and numbers you can actually trust. For business owners — and for CPA firms that need more hands.
Monthly bookkeeping from $499.
Who we work with
Two kinds of clients, one team doing the work.
For business owners
You run the business; we keep the books.
Each month we categorise transactions, reconcile every account, and send you a short pack you can read in five minutes. When tax time comes, your CPA gets a file that's ready.
See bookkeeping →
For CPA and accounting firms
Busy season shouldn't mean turning clients away.
Our US-trained team works inside your process and your software, under your name. You review; we do the prep.
See how we work with firms →Elevate Your Fundamental Operations
Cloud bookkeeping in QuickBooks Online and Xero, done properly every month.
Certified Expertise
Accountants who work in QuickBooks Online and Xero every day.
- QuickBooks Online ProAdvisor
- Xero Advisor Certified
- Ongoing training
- Year-end files ready for your CPA
Set Up Right
Setup and cleanup that fits how your business actually runs.
- Chart of accounts built for you
- Bank feeds and rules
- Monthly close checklist
- A lead who reviews the work
Four Countries
Clients in the US, UK, Canada and the UAE, all served online.
- US bookkeeping and payroll
- UK, Canada and UAE clients
- Reports in your currency
- Everything done online
Trusted Partnership
Long-term support focused on accuracy and clear numbers.
- Monthly note on what changed
- Cash flow and budget reviews
- Year-end and tax prep support
- MorningSync for monthly clients
What we do
Monthly bookkeeping first, with the rest of the finance work around it.
How it works
Three steps, and then the same routine every month.
- 01
A short call
We look at your books and agree what's in scope and what it costs. No long forms.
- 02
Setup
We get access to your accounting software and bank feeds, and fix anything that's off.
- 03
Every month
Books closed and reconciled, with a short summary in your inbox. One named person to ask.
Why Owners and Firms
Choose Us
Clean books every month, one person to ask, and numbers you can trust when it matters.
Grows With You
Start with monthly bookkeeping and add payroll, AP & AR or tax support as you grow.
Fewer Surprises
Every account reconciled each month, so problems show up early, not at tax time.
A Set Routine
The same close checklist every month, reviewed by a lead before it reaches you.
Clear Pricing
Monthly bookkeeping from $499, with your price agreed up front after one short call.
One Person to Ask
A named accountant who knows your books, and replies within one business day.
Numbers You Can Use
P&L, balance sheet and cash flow every month, with a short note on what changed.
MorningSync Included
Monthly bookkeeping clients get their QuickBooks reports in Excel every morning.
Four Countries
Clients in the US, UK, Canada and the UAE, all served online.
What Our Clients Say
In their own words, shared with their permission.
Allan
CEO, ComputerWorks
"Having an experienced team available when we needed additional capacity made a real difference during busy periods."
James Kneblik, Jr.
Vice President, Surgical Resources Group LLC
"Visionary Dynamics has been an outstanding partner—highly supportive, reliable, and dedicated to driving real efficiency and transformation in our business. Their professionalism, collaboration, and commitment to delivering results have made a significant impact."
Brad Coffman
CEO, Valorem Brokers
"Visionary Dynamics has been a truly reliable partner, consistently demonstrating exceptional professionalism and a strong commitment to delivering results. Their ability to execute on time and maintain high standards has made a meaningful impact on our business, clients, and referrals."
Common questions
Yes. We're based in St. Petersburg, Florida, but most of our clients aren't. We work with US businesses in every state, and with clients in the UK, Canada and the UAE. Everything happens online: we work inside your accounting software, and you can reach us by email or a call whenever you need to.
QuickBooks Online and Xero. If you're on QuickBooks Desktop, spreadsheets or something else, we'll look at your setup and tell you honestly whether moving is worth it. If it is, we can handle the move for you, history included.
A named accountant from our team does your books every month, and a lead reviews the work before anything reaches you. You'll know who they are from day one, and you'll always have one person to email instead of a general inbox.
Monthly bookkeeping starts at $499 a month. Your exact price depends mainly on how many bank and card accounts you have and how busy they are. We agree it on one short call before any work starts, so there are no surprises on the invoice. Monthly bookkeeping clients also get MorningSync included.
Yes, and it's more common than you'd think. Start with a free QuickBooks file review: we look over your file and send you a fixed quote and a date to get you caught up. Once the books are clean, we can keep them that way with monthly bookkeeping.
No. We're a bookkeeping and accounting firm: we keep your books, run payroll and prepare tax workpapers. Returns are signed by a licensed preparer, and we're happy to work alongside the CPA you already have. CPA to confirm wording
Only the people working on your account get access, through logins you control and can switch off at any time. Access is removed when the work ends, and we follow a written data security policy you can read on this site.
Ask for a free QuickBooks file review using the form below, or email us. We reply within one business day, agree scope and price on a short call, and then get access to your software and bank feeds. From then on, it's the same routine every month.
Not sure where your books stand? Send them over and we'll tell you.
Ask for a free QuickBooks file review. We'll reply within one business day.
Prefer email? connect@visionarydynamicsas.com · Our data security policy