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What Services We Offer

Accurate, Efficient, and Expert Bookkeeping Services

At Racine Financials, we provide highly accurate, time-saving bookkeeping services tailored to help business owners regain control of their finances and free up time to focus on growth. We specialize in cleaning up messy books, keeping your financials organized, and ensuring every dollar is accounted for — down to the cent.

Whether you're months behind or just need a reliable system to stay on track, our bookkeeping services are designed to deliver:

✅ Clean and Accurate Financials — We maintain precise records that reflect your true financial health, helping you avoid costly mistakes and IRS red flags.

✅ Time-Saving Automation — We streamline your workflow with secure, cloud-based tools like QuickBooks Online, so your books stay up to date with minimal effort from you.

✅ Monthly Reporting You Can Trust — Get clear, easy-to-read financial reports each month so you always know where your money’s going.

✅ Stress-Free Tax Season — With everything properly categorized and reconciled, your accountant (or ours) can file faster with fewer questions and no last-minute panic.

✅ Ongoing Support & Guidance — We don’t just record numbers — we help you understand them so you can make confident, data-driven decisions.

We work with businesses that want clarity, control, and confidence in their finances — without the headache of doing it all themselves.

Account Reconciliation Services

Unmatched accuracy. Zero guesswork. Peace of mind.

Our account reconciliation services ensure that every transaction is accounted for and every bank, credit card, loan, and merchant account is in perfect alignment with your books. At Racine Financials, we catch errors, prevent fraud, and give you confidence that your financial data is 100% reliable.

We specialize in reconciling messy accounts — even if you’re months (or years) behind — and keeping your numbers clean, organized, and audit-ready.

Here’s what you get

✅ Accurate Monthly Reconciliations — Every deposit, payment, and transfer is verified and matched to your statements. No unexplained balances. No “mystery money.”

✅ Error & Fraud Detection — We catch duplicate entries, missing transactions, unauthorized charges, and bank errors before they cost you.

✅ Clear, Actionable Reporting — Once reconciled, your financials are clean and ready for decision-making, tax filing, or investor review.

✅ Time-Saving Processes — We handle the tedious work so you can stop chasing down receipts and start focusing on your business.

✅ Catch-Up Reconciliation — Behind on your books? We specialize in multi-month (or multi-year) cleanup to get you back on track fast.

Financial clarity starts with reconciliation. If your bank balance never seems to match your books, it's not a small problem — it's a red flag.

QuickBooks Online Setup & Optimization

Start strong with a financial system built for success.

Our QuickBooks Online Setup service is designed to give your business a solid accounting foundation from day one. We set up your QBO account the right way — customized to your industry, your goals, and your unique workflow — so you can stop guessing and start growing with confidence.

Whether you’re switching from spreadsheets, setting up a new company, or rebuilding a mess, we’ll get you up and running fast — with clean books and crystal-clear reporting.

Here’s what’s included

✅ Custom Chart of Accounts — Tailored to your industry, so your income and expenses are categorized accurately and IRS-compliant.

✅ Bank & App Integrations — We connect your business bank accounts, credit cards, payment processors, and apps to QBO for real-time tracking.

✅ Automated Workflows — Set up rules and automation to reduce manual data entry and save hours every month.

✅ Invoice & Payment Setup — Branded invoices, payment links, and tracking that makes getting paid simple and seamless.

✅ Training & Support — You’ll get a walkthrough of your new QBO file, with training videos or 1-on-1 guidance so you’re never lost.

Don’t risk costly errors by setting up QuickBooks alone. A sloppy setup today means messy reports, missed deductions, and avoidable headaches tomorrow.

Budgets & CFO Advisory Services

Know your numbers. Grow your business.

Our Budgets & CFO Advisory services are designed for business owners who are ready to move beyond basic bookkeeping and start making strategic financial decisions. We act as your trusted financial partner — giving you high-level insight, forecasting, and planning that keeps your business profitable and future-ready.

Whether you’re trying to scale, cut costs, or prepare for a major decision, we provide the tools, reporting, and financial strategy you need to make smart moves with confidence.

Here’s how we help

✅ Custom Budget Creation — We build realistic, data-driven budgets based on your goals, industry trends, and historical performance.

✅ Cash Flow Forecasting — Understand when money is coming in, when it’s going out, and how to stay ahead — not behind.

✅ Profit Strategy & Cost Analysis — Spot leaks, reduce waste, and identify your most profitable products, services, and customers.

✅ KPI Tracking & Financial Dashboards — Get the insights that matter, not just spreadsheets — so you can lead like a CEO.

✅ Ongoing CFO Guidance — Monthly or quarterly advisory sessions to help you stay on track, make better decisions, and hit your financial targets.

You don’t have to guess. You need a plan.

If you’re running your business without a financial strategy, you’re leaving money on the table — or worse, putting your business at risk.

Payroll Services

On-time, accurate, and stress-free payroll — every single pay period.

Managing payroll is one of the most sensitive and time-consuming parts of running a business. One mistake can lead to unhappy employees, penalties, or even IRS trouble. That’s why our Payroll Services are built to take the pressure off your plate — while ensuring complete accuracy and compliance with federal, state, and local laws.

We make it easy for you to pay your team, stay on schedule, and never worry about payroll again.

Here’s what’s included

✅ Full-Service Payroll Processing — We calculate, file, and deposit payroll taxes accurately, every time — whether you pay weekly, biweekly, or monthly.

✅ Direct Deposit & Check Options — Fast, secure payment options for you and your team.

✅ W-2s, 1099s & Year-End Reporting — We handle your end-of-year forms, filings, and contractor reporting so you stay compliant.

✅ Tax Filings & Compliance — We manage all payroll tax filings (federal, state, and local) so you avoid penalties and late fees.

✅ Employee & Contractor Support — Easily onboard new team members, track PTO, and stay in control with clean records and full transparency.

We use trusted, secure platforms to run payroll seamlessly — with the human expertise to catch mistakes software alone can’t. You grow your team — we’ll handle the paychecks.

TESTIMONIALS

What Our Clients Saying

"Wansley is really great to work with. He has made a huge difference in books, he has helped me better understanding how bookkeeping works. He’s very patient and extremely knowledgeable as well as dedicated to job. I’m very thankful that he was listed in Quickbooks. Thank you Wansley!"

- Theresa M.

"It was a wonderful experience wansley is very helpful and definitely my go to Person from now on. Always helpful and very hands on.. 5 STARS ALL AROUND"

- Blue Foreign Enterprise

"Have no fear! If your behind on your tax preparation, Wansley will save the day. With a tight deadline and lots of work to do, Wansley was able to get my tax work straightened out. He responds quickly and does precise work. You can count on Wansley to get the job done."

- Erik F.

More Testimonals

FAQS

What services do you offer?

We offer a comprehensive range of financial services tailored to meet your specific needs. Our services include bookkeeping, financial planning, tax optimization, record-keeping, compliance assurance, and personalized financial consultations. Whether you're a small business owner or an individual looking to secure your financial future, we have the expertise to assist you.

How much do your services cost?

Our pricing is flexible and depends on the complexity of your financial situation and the specific services you require. We offer competitive rates designed to provide the best value for your investment. To get a personalized quote, please reach out to us for a consultation. We'll assess your needs and provide a transparent breakdown of the costs involved.

How do you ensure the security of my financial data?

We take the security of your financial data very seriously. Our systems are equipped with state-of-the-art security measures to safeguard your information. We adhere to strict industry standards and regulations to protect your data from unauthorized access or breaches. Additionally, our team undergoes regular training to maintain a high level of data security awareness. Rest assured that your financial information is in safe hands when you choose our services.