Business Details
9 Years
experience
Your Trusted Accounting Partner in Maryland
Velisa Bookkeeping Services has been a trusted partner for small and medium-sized businesses and individuals since 2017. Our team of certified professionals delivers accurate and timely accounting, bookkeeping, payroll, and tax services with a commitment to personalized, confidential support. With over 20 years of experience, our managing member Isabel Velez combines expertise in QuickBooks software, financial reporting, and regulatory compliance to simplify complex accounting processes. We prioritize open communication, client-focused solutions, and adherence to ethical standards while maintaining direct collaboration with CPAs to ensure seamless financial management. Our team provides full-service bookkeeping, customized payroll solutions, and tax preparation services designed to meet federal, state, and local requirements.Backed by certifications from the National Bookkeepers Association and the MD Board of Individual Tax Preparers, we emphasize precision, problem-solving, and proactive client support. Every servicefrom monthly financial statements to end-of-year tax filingsis executed with a focus on minimizing administrative burdens so clients can concentrate on growing their businesses. Our philosophy centers on building long-term relationships through transparency, reliability, and a deep understanding of small business financial needs.
Services
Bookkeeping
Payroll Processing
Tax Preparation
QuickBooks Support
Financial Reporting
Details
- Year established: 2017
Highlights and features
- Certified professionals with 20+ years of combined experience
- Transparent fixed-fee pricing structure
- Same-day financial reporting and deadline adherence
- IRS Annual Filing Season Program participant
- Bilingual (English/Spanish) client support and documentation
Associations and certifications
- National Bookkeepers Association - Certified Bookkeeper
- MD Board of Individual Tax Preparers - Tax Preparer Certified
- QuickBooks Certified ProAdvisor
What people say
Thorough bookkeeper
Responsive and helpful
Real asset for business
Organized and responsible
Best decision for accounting needs
Services
Bookkeeping
Maintaining accurate accounting records includes full-charge bookkeeping, bank reconciliations, invoice preparation, and general ledger management. We ensure precise tracking of accounts receivable/payable while producing monthly financial statements for informed business decisions. Our QuickBooks expertise streamlines year-end closing processes with adjusting entries and credit card reconciliations.
Payroll Processing
Comprehensive payroll services cover direct deposit setup, timesheet tracking, and tax document preparation. We handle quarterly/annual tax filings (W-2, 1099, W-3) while ensuring compliance with regulatory requirements. Our system guarantees timely employee payments and accurate tax calculations to prevent business disruptions.
Tax Preparation
Professional tax services include preparing federal and state returns for individuals (1040) and businesses (1120S, 1065). We specialize in self-employment Schedule C filings and personal property tax submissions while offering amended return support. Our approach combines competitive pricing with meticulous preparation to maximize client compliance.
QuickBooks Support
Expert QuickBooks assistance covers system setup, chart of accounts configuration, and form customization. We provide clean-up services for disorganized records and ongoing maintenance for both desktop and online versions. Our team trains clients on efficient invoicing and statement production to enhance accounting workflow.
Financial Reporting
Generating detailed financial statements includes profit-and-loss reports, balance sheets, and customized management reports. We offer month-end closing assistance and regulatory reporting support to ensure compliance. Our services help businesses track performance metrics and maintain audit-ready documentation.
People
Isabel Velez
Accountant Managing Member
Certified Bookkeeper with 20+ years of experience in accounting and tax services. Holds CPA credentials from Dominican Republic, specializing in QuickBooks management and financial reporting. Combines bilingual expertise with strong organizational skills to deliver tailored accounting solutions for small businesses.
Questions
What accounting services do you offer for small businesses?
We provide complete bookkeeping, financial reporting, payroll processing, tax preparation, and QuickBooks support tailored to small business needs.
Are your accounting services available for individuals?
Yes, we prepare personal tax returns (Form 1040), Schedule C filings, and financial reports for individual clients.
How does your payroll service ensure regulatory compliance?
We handle tax calculations, W-2/1099 processing, and federal/state filings while maintaining compliance with current labor and tax regulations.
Do you offer QuickBooks training for business owners?
Yes, we provide system setup, customization, and training to help clients efficiently manage their accounting using QuickBooks desktop or online versions.
What makes Velisa Bookkeeping different from other firms?
Our combination of 20+ years of experience, certified professionals, bilingual support, and personalized service creates unique value for clients.
How do you handle year-end accounting requirements?
We manage year-end closing processes including adjusting entries, financial statement preparation, tax document production, and regulatory submissions.
