Bookkeeping Tailored for Small Businesses
We Fix Bookkeeping Issues Other Services Miss
At SOVA, we specialize in delivering precise, reliable, and fully virtual bookkeeping services to small businesses across the U.S., with a focus on QuickBooks Online. Bookkeeping service provided by a certified QuickBooks ProAdvisor. SOVA helps you stay financially organized and focused on growth. If your books are out of sync or filled with uncategorized transactions, we know how to fix them. Common issues we resolve include but not limited to:
- QuickBooks balance not matching your bank balance
We identify discrepancies between your bank and QuickBooks balances and bring your books back in alignment.
- Reconciliation reports that just won’t tie out
If your monthly reconciliation is off or unreconciled transactions are piling up, we’ll track the root cause and clean it up.
- Incorrect income on your Profit & Loss statement
We ensure revenue is recorded in the correct period in accordance with your accounting method and is tied to the right accounts, giving you an accurate picture of your business performance.
- Unbalanced or inaccurate Balance Sheet
Whether an adjusting journal entry is needed or a correction to improperly tracked assets and liabilities, we bring your Balance Sheet back into balance, so your financial reports are complete and accurate.
- Merchant payouts that don’t match your sales cycle
If your payment processor sends lump-sum deposits that don’t line up with calendar month-ends, we can allocate them using clearing accounts and journal entries that keep your books clean and consistent.
- Sales tax miscalculations, unlinked payments, or WIP income errors
We resolve complex bookkeeping challenges, from tracking retainage and work-in-progress revenue to properly categorizing sales tax discounts, refunds, and state allowances.
What You Can Expect?
Our team is dedicated to providing high-quality, reliable service that meets the unique needs of your business. We pride ourselves on our attention to detail and commitment to delivering exceptional results. All of our bookkeeping is done remotely and securely using QuickBooks Online, cloud-based document storage, and encrypted communication tools. No in-house bookkeeper required. You get the expertise of a dedicated professional without the overhead.
Full-Cycle Bookkeeping: Invoicing, A/R, A/P, bank feeds, reconciliations, and monthly close.
Historical Clean-Up: We clean and reclassify past transactions, remove duplicates, and correct errors.
Chart of Accounts Optimization: We structure your COA to match your operations and improve financial clarity.
Custom Reports: Monthly financial statements including P&L, Balance Sheet, Cash Flow, and custom KPIs.
Support for Construction & Service-Based Industries: We understand job costing, schedule of values, and project-based accounting needs.
Virtual Project Coordination & CRM Support
Hands-On Project Support, Virtually Delivered
At SOVA, we provide remote project coordination and CRM support tailored to the operational needs of small businesses, especially in construction, home improvement, and service-based industries. From scheduling inspections to managing subcontractors, we keep your projects moving and your client communications seamless — without the overhead of in-house staff. Our virtual project coordinators act as an extension of your team, using industry-standard tools to organize and streamline your daily operations. Whether you're launching a new project or managing multiple jobs simultaneously, we ensure timelines are met and nothing slips through the cracks.
Key services include:
- AIA Billing & Schedule of Values Management
We handle updates, formatting, and tracking for AIA G702/G703 forms and schedules of values to ensure timely billing and payment.
- Subcontractor & Vendor Coordination
From scheduling deliveries to tracking material lead times and confirming work schedules, we serve as your professional point of contact.
- Permit, Delivery & Inspection Scheduling
We take care of the administrative back-and-forth involved in coordinating inspections, pulling permits, and confirming delivery dates—so your crews stay focused on the job.
- Timeline & Milestone Management
We monitor project progress, flag potential delays, and help keep your projects on time and within scope.
Tools we utilize:
We’re experienced with platforms like Buildertrend, Jobber, ClickUp, Monday.com, Trello, Slack, and CRM systems like HubSpot, Zoho CRM, Pipedrive, and others. We’ll match your existing systems—or recommend the right one—to keep your business streamlined and your clients impressed.
Customer & Vendor Liaison Powered by CRM
We integrate seamlessly with your CRM system or help set one up, ensuring every lead, client, and supplier is tracked, followed up with, and supported throughout the lifecycle of a job. With a professional, organized approach, we enhance your customer service while reducing operational friction.
Client Updates & Job Progress
We send timely updates, respond to client inquiries, and log all communication for full transparency.
Vendor & Supplier Follow-Ups
We follow up on quotes, confirm delivery schedules, and maintain consistent communication with your vendors to ensure timely fulfillment minimizing delays and disruptions to your operations.
Dispute Resolution & Issue Escalation
We address customer or vendor concerns diplomatically and professionally, escalating to you only when needed.
Legal Coordination for Collections
When accounts go delinquent, we can assist with documentation and communication to your legal team or collection service.