Trust Bookkeeping Services

Virtual Bookkeeping Services works with IFS to provide after the fact bookkeeping services to their tax clients. If you are not a client of IFS, please use this link.

About Virtual Bookkeeping Services

  • We provide worry-free, hassle-free outsourced bookkeeping since 2008.
  • We are a team of QuickBooks Certified ProAdvisors who are certified in Quickbooks and are part of the Elite support group with Intuit.
  • We service over 70 businesses in the United States.
  • We come highly recommended and can provide references upon request.

After the Fact Bookkeeping Services

  • We use QuickBooks Online for the accounting software. If you are already using Desktop, that’s ok too.
  • The client provides us “view only” banking access to help facilitate the bookkeeping.
  • We utilize chart of accounts specialized for trust accounting provided by IFS.
  • Choose once per month, or once a week service – We work behind the scenes recording the activity from all banking sources via the online banking module in QuickBooks Online.
  • We will also enter any bills of sales and complete the sales of asset worksheet, if applicable, as a part of our service.
  • Once a month, we reconcile all accounts and confirm everything is categorized accurately.
  • Once a month after the books are closed, we provide financial reports such as a profit and loss and balance sheet.
  • Once a year and when the annual financials are approved, we will send over to Richard on your behalf.
  • Prices start at $500 per month for one trust.

To get the process started and receive a quote, please fill out this form.

Trust Bookkeeping Quote

Step 1 of 4

  • We need your full name. Our proposal acts as a contract if you accept.
  • This is if your books are in arrears and need to be brought up to date.

Need more info?

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Get a Quote

To get a quote, all you need to do is answer some questions about your business and your bookkeeping needs. The form only takes 5-10 minutes to complete. We will return the quote to you promptly.

Get Your Price Quote