Services

Your Complete Business Accounting Solution

Ultimate Bookkeeping Solutions provides dedicated accounting services tailored to your business. Whether you want to improve your current system, transition to a modern platform, or simplify payroll, she offers the expertise and support you need to succeed at every stage.

Select a Service to Learn More

Zoho Books

UBS offers expert Zoho Books setup, optimization, and training. She is a Certified Zoho Books Advisor and Trainer.

Ultimate Bookkeeping Solutions Logo - Expert Bookkeeping and Payroll

Payroll

UBS guarantees compliance, accuracy, and peace of mind by managing all payroll needs so you can concentrate on growth.

QuickBooks Online and Desktop accounting software logo – UBS

QuickBooks

Michelle provides professional QuickBooks setup, troubleshooting, and training services. She is also a Certified Advanced QuickBooks Online ProAdvisor.

Zoho Books

Why Zoho Books

Zoho Books is a modern, cloud-based accounting platform built for growing businesses. Unlike traditional accounting software, Zoho Books provides a fresh, easy-to-use alternative at a lower cost. With strong automation, seamless integrations, and real-time financial insights, Zoho Books helps small business owners manage finances confidently and make informed decisions.

Key advantages:

  • Cloud-based access from anywhere, on any device.

  • Powerful automation to eliminate manual tasks.

  • Built-in mobile apps (iOS, Android, Windows desktop).

  • Seamless integrations with other business tools.

  • Affordable pricing.

  • Ideal for service businesses, startups, retail, and inventory-based companies.

  • User-friendly software designed for small to medium-sized businesses.

Who Benefits from Zoho Books?

  • Startups that are looking for affordable, scalable accounting software.

  • Service-based businesses that bill by time and materials.

  • Retail and inventory companies that need real-time stock tracking.

  • Businesses requiring mobile functionality for on-the-go management.

  • Companies that need CRM and other modules tightly integrated with accounting.

Zoho Books Services

As a Certified Zoho Books Advisor and Trainer, Michelle and Ultimate Bookkeeping Solutions provide comprehensive support.

Set Up & Migration:
Effortlessly switch to Zoho Books from QuickBooks, Xero, or other platforms. UBS sets up your account, arranges your chart of accounts, creates workflows, and ensures all your data transfers smoothly and accurately. You’ll be able to operate efficiently without losing any critical information.

Customization & Optimization:
Every business is unique. UBS personalizes Zoho Books to fit your specific workflow, automate recurring tasks, set up payment reminders, configure multi-currency features (if needed), establish inventory tracking, and create custom reports that highlight key metrics.

Training & Support:
UBS trains your team on Zoho Books best practices, so your staff can use the platform confidently and efficiently. Remote training is available, allowing you to learn at your own pace without travel expenses. Ongoing support helps you maximize your investment.

Mobile & Remote Functionality:
Take advantage of Zoho Books’ powerful mobile apps. UBS demonstrates how to approve invoices, track expenses, record receipts, and monitor financial data from anywhere, whether at the office, on a job site, or traveling.

Advanced Features:
Unlock Zoho Books’ advanced features: project tracking and profitability, inventory management with reorder alerts, multi-currency transactions with real-time exchange rates, customer and vendor portals for better collaboration, and intelligent automation to streamline repetitive tasks.

Integration Setup:
Connect Zoho Books with your existing tools, payment processors, CRM systems, project management apps, and more. Seamless integrations reduce manual data entry and keep your business systems in sync.

Quickbooks

QuickBooks Expertise

Michelle is a Certified Advanced QuickBooks Online ProAdvisor with extensive experience across QuickBooks Online, QuickBooks Desktop, and multiple business industries. With over 25 years of bookkeeping experience, she understands QuickBooks inside and out and can help you get the most from your investment.

Whether you’re maximizing your current QuickBooks setup, troubleshooting issues, or scaling your system as your business grows, Ultimate Bookkeeping Solutions has the expertise to keep your financial data accurate and your processes efficient.

QuickBooks Services

Set up & Implementation:
Get QuickBooks configured correctly from day one. Ultimate Bookkeeping Solutions sets up your chart of accounts, user roles and permissions, automated workflows, and integrations with your banking and payment processors. Proper setup saves you time and prevents costly errors down the road.

Troubleshooting & Optimization:
Running into QuickBooks challenges? UBS identifies and solves software issues, cleans up data entry errors, and optimizes your setup for better performance. She also identifies opportunities to streamline your processes and improve reporting accuracy.

Data Cleanup & Migration:
If your QuickBooks file has accumulated errors or you’re migrating from another platform, UBS reviews your data, identifies discrepancies, corrects historical transactions, and ensures your books are audit-ready before tax season.

Training:
Learn QuickBooks faster with personalized, hands-on training designed to meet your specific needs. UBS reviews your workflow, identifies and corrects errors, and ensures your team follows best practices. Remote options are available so you can train without travel costs.

The UBS approach:

  • Customized to your needs — No wasted time on features you don’t use; we focus on your gaps.

  • Immediate error correction — We spot and fix mistakes before they become tax-time nightmares.

  • Best practices — You learn the correct way to use QuickBooks so your data stays clean all year.

  • Remote options available — Train from your office without travel expenses.

Common Training Topics:

  • Setting up accounts and users
  • Invoicing, sales orders, and payment processing
  • Bill management and expense tracking
  • Bank reconciliation and cash flow management
  • Running accurate financial reports
  • Year-end close procedures
  • Multi-user setup and permissions
  • Integration with other business tools

Payroll

Hassle-Free Payroll Management

Running payroll comes with significant responsibilities: tax compliance, regulatory requirements, deadline management, and accuracy requirements. One mistake can cost hundreds or thousands in fines and penalties. That’s why Ultimate Bookkeeping Solutions handles payroll comprehensively, so you can focus on running your business.

Why Partner for Payroll?

Payroll tax laws, reporting requirements, and employee rights change constantly. Staying current is nearly impossible while running your business. One in three companies has experienced a payroll mistake, and penalties average hundreds of dollars per violation. UBS stays up to date on all federal, state, and local payroll requirements, ensuring your payroll is always compliant and filed on time. She manages all payroll details with precision, including tax withholdings, deductions, reports, and filings, so you avoid costly errors and regulatory headaches.

Modern payroll solutions also mean freedom: direct deposit, employee self-service portals, and mobile approval let you manage payroll from anywhere, whether you’re on vacation, at a client site, or managing multiple locations.

Payroll Services Ultimate Bookkeeping Solutions Provides

What We Handle:

  • Payroll processing, setup, and administration
  • Federal, state, and local tax calculation and withholding
  • Quarterly and annual payroll tax reporting (941, state filings, W-2s, 1099s)
  • Direct deposit and check processing
  • Employee self-service portal management

  • New employee onboarding

  • Worker’s compensation coordination and audits
  • Time tracking and job costing integration
Specialized Compliance:
  • 1099 contractor management (1099-NEC, 1099-MISC, 1099-K reconciliation)
  • W-9 collection and maintenance
  • New hire reporting and tax compliance
  • Multi-location payroll management
  • Custom reporting, forecasting, and analytics
  • Payroll audit support
Why Payroll Mistakes Are Costly
Payroll Errors
33%

One in three companies faces payroll mistakes. Costly errors, missed deadlines, and compliance issues can disrupt your business, but UBS prevents them.

IRS Penalties

75%

75% of small businesses face payroll discrepancies that trigger IRS penalties ranging from $100 to $1,000+. UBS’s expertise prevents these costly mistakes before they occur.

Cost Savings
27%

UBS’s personalized, local approach generally costs 27% less than extensive national payroll services, delivering superior accuracy and compliance without the “big box” price tag.

* Statistics based on IRS data and small business industry benchmarks. Results vary by business type and circumstances.

Unlike extensive national payroll services, where you’re just an account number, Ultimate Bookkeeping Solutions offers direct access to expert, personalized support tailored to your business. UBS takes the time to understand your operations, your team, and your specific compliance needs. UBS prevents costly errors before they happen by staying current on ever-changing regulations, responds promptly when questions arise, and proactively identifies opportunities to streamline processes and save you money. You won’t navigate phone trees or wait days for callbacks. When you reach out, you get someone who knows your business and has the expertise to solve problems quickly. With Ultimate Bookkeeping Solutions, you have a trusted partner who is genuinely invested in your success, not a call center agent reading from a script.