Business Details
10 Years
experience
Expert Virtual Bookkeeping Services
Shalom Bookkeeping & Consulting was founded in 2016 with a mission to provide small businesses, non-profits, and tax-exempt organizations with expert financial guidance and peace of mind. Our team brings over 30 years of combined experience in accounting, human resources, and business management, ensuring clients receive accurate, compliant, and efficient bookkeeping solutions. We specialize in virtual services using cloud technology like QuickBooks Online, enabling clients to access financial data securely from anywhere. Our commitment to staying current with IRS regulations and tax-exempt compliance ensures our clients maintain organized records and meet legal requirements. We pride ourselves on personalized service, offering tailored financial frameworks that empower businesses to thrive.Our dedication to data security includes adherence to IRS Publication 4557 and FTC Safeguards Rule, protecting client information through robust cybersecurity measures. By handling day-to-day financial tasks, we allow business owners to focus on growth and family. Our founder, Lisa M. Vice, holds a B.S. in Interdisciplinary Studies and a Doctorate in Christian Theology, blending academic rigor with practical expertise. We serve diverse industries, including retail, technology, healthcare, and religious organizations, and are certified QuickBooks ProAdvisors. Our goal is to simplify financial management, reduce costs by up to 60% compared to in-house accounting, and build long-term partnerships rooted in trust and transparency.
Services
Bookkeeping
Payroll Services
QuickBooks Training
Tax Preparation
Financial Reporting
Accounts Management
Compliance Services
Data Security
Consulting
Year-End Clean-Up
Details
- Year established: 2016
Highlights and features
- We have over 30 years of combined experience in accounting and business management.
- Our virtual services reduce accounting costs by 40-60% compared to in-house teams.
- Certified QuickBooks ProAdvisors providing expert software training and support.
- Compliant with IRS tax laws and 501(c)3 requirements for non-profits and churches.
- Federally compliant data security following IRS Publication 4557 and FTC Safeguards Rule.
Associations and certifications
- QuickBooks ProAdvisor
What people say
Outstanding job
Very professional
On top of new laws
Save time and money
Services
Bookkeeping
We manage daily financial transactions, bank reconciliations, and monthly financial statements for small businesses. Our cloud-based system provides 24/7 access to organized records, ensuring IRS compliance and actionable insights. Clients benefit from reduced overhead costs and expert handling of accounts payable/receivable.
Payroll Services
Our full-service payroll includes tax compliance, W-2/1099 reporting, and direct deposit management. We process payments weekly/bi-weekly/monthly while maintaining accurate records. Businesses gain peace of mind knowing federal/state labor standards are consistently met without administrative burdens.
QuickBooks Training
Certified ProAdvisors provide customized QuickBooks Online training via virtual collaboration tools. Sessions cover setup, clean-up, tax preparation, and financial reporting. Clients learn to navigate complex features like sales tax tracking and balance sheet management for improved operational efficiency.
Tax Preparation
We prepare and electronically file business tax returns with a focus on non-profit compliance. Services include year-end clean-up, audit support, and strategic planning to maximize deductions. Our expertise in 501(c)3 requirements ensures churches and charities maintain tax-exempt status.
Data Security
Our security protocols follow IRS Publication 4557 and FTC Safeguards Rule, featuring encrypted cloud storage, access controls, and staff training. We implement administrative, technical, and physical safeguards to protect sensitive financial data from breaches while maintaining client confidentiality.
People
Lisa M. Vice
Owner and Founder
Lisa M. Vice has 30+ years of experience in accounting and business management. She holds a B.S. in Interdisciplinary Studies and a Doctorate in Christian Theology, combining academic excellence with practical financial expertise.
Questions
What bookkeeping services do you offer for non-profits?
We provide specialized bookkeeping for churches, charities, and 501(c)3 organizations, including compliance with IRS tax-exempt requirements and financial reporting.
How do you ensure data security for financial records?
We follow IRS Publication 4557 and FTC Safeguards Rule with encrypted cloud storage, access controls, and staff cybersecurity training to protect client information.
Can you handle payroll for small businesses with multiple employees?
Yes, our payroll service supports businesses up to 10+ employees with tax compliance, direct deposit, and year-end W-2/1099 reporting.
Do you offer QuickBooks training for beginners?
Yes, our certified ProAdvisors provide virtual QuickBooks Online training tailored to your specific needs, from basic setup to advanced reporting features.
What areas do you serve?
As a virtual firm, we serve clients nationwide using secure cloud technology for bookkeeping, payroll, and consulting services.
