VICIFINANCIAL

For businesses

Bookkeeping

Stale books make every decision a guess. VICI Financial keeps your accounts reconciled and current, month after month.

Ask about bookkeepingAsk a question first

Who this is for

  • Owner-led businesses past doing their own books
  • Books behind, or never set up cleanly
  • Owners who want monthly numbers, not a shoebox

What usually prompts the call

You are probably here because of one of these.

  • Decisions made on month-old numbers
  • A bank feed of uncategorized transactions
  • Yearly cleanup before anyone can file
  • No idea what a job actually made

Scope

What is included — and what is not.

Being specific about the boundaries up front is how engagements stay clean.

Included

  • Bank and credit card reconciliation
  • Clean categorization on a purpose-built chart of accounts
  • Profit and loss, balance sheet, cash view
  • Catch-up on books that are behind
  • A named accountant who knows your file

Not included

  • Audit, review, or attestation opinions
  • Legal advice
  • Tax filing — see Business Tax or Individual Tax

How the engagement runs

What happens, in order.

  1. 01

    Review

    We assess how the books are kept.

  2. 02

    Set up

    We agree chart of accounts, access, deliverables.

  3. 03

    Catch up

    Books behind get brought current first.

  4. 04

    Run

    Books maintained on cadence, statements delivered.

The practical details

What to have ready

  • Bank and card access in your software
  • Your current accounting file, if any
  • Last filed business tax return

Cadence

Monthly for most clients; weekly or quarterly where the business needs it.

Who we can serve

U.S. businesses nationwide, remote — plus in-person across Central New York.

In their words

Clients on this kind of work

5.0 on Google from 51 reviews · Read them on Google

  • …Since bringing them on, they've done far more than handle accounting. They've uncovered issues I didn't even know existed, corrected problems that could have continued costing us, and become true partners in helping our business grow. They don't just talk about relationships, communication, and caring about their clients—they live it every day.
  • Vici Financial is fantastic. The team is friendly, professional, and easy to deal with from start to finish. They explain everything clearly, are responsive to questions, and make the whole process straightforward.
  • There are so many great things to say about Joe and Vici Financial. The online portal makes it so easy to see what's needed to prepare your taxes so that you complete your taxes on time and don't forget anything. Joe always communicates quickly and answers my questions in a timely manner which is so helpful. When we had our final tax meeting, he took the time to review my business finances and gave me great tips and suggestions on how to move the needle forward. He is always looking at ways to improve the tax process and (my favorite) pay less in taxes! I highly recommend Joe as a tax preparer especially for entrepreneurs business owners. He is a wealth of knowledge, always brings a positive attitude, and makes tax preparation less stressful. Thank you Joe for all that you and your team do!
  • Highly recommend Joe and his team! I trust Joe with my taxes and love how he helps me understand my business needs as I grow. From our first call, he answered all my questions thoroughly, asked smart questions, and clearly understood my situation. I worked with two other advisors/companies before and was not satisfied with the communication, and the process. With Joe and his team I have a peace of mind in an area I’m not strong in. His team responds quickly and uses great tools to work efficiently. Looking forward to a long partnership!
  • Very pleased with overall experience. Professional, fast and accurate. Highly recommended.
    Gary C.5 stars

Bookkeeping — common questions

Our books are badly behind. Is that a problem?
No. VICI Financial scopes catch-up as its own piece, then starts the monthly rhythm.
Do we have to switch accounting software?
No. VICI Financial works with your current software unless it keeps causing problems.
Who actually does the work?
A staff accountant handles the day-to-day at VICI Financial, with senior review.

Before you book

What a discovery call is

A discovery call is a two-way conversation about whether VICI Financial can help. If not, Joe says so early.

What we will talk about

  • What the business does and how it makes money
  • What is hardest right now
  • Where you want the business in a year
  • Whether VICI Financial is a fit, and the next step either way
Book a discovery call

Worth having handy

None of this is required to book — it just makes the first conversation more useful.

  • Recent business and personal tax returns, if handy
  • How the books are kept, and who touches them
  • The two or three decisions you are weighing

Keeping your data safe

Do not send tax documents, Social Security numbers, account numbers, or payroll files through this website. Once we are working together, everything sensitive moves through our secure client portal.

Often handled alongside this

Talk through bookkeeping.

A short conversation about your situation — and an honest answer about whether bookkeeping is where you should start.

Book a discovery callFind the right support

Prefer the phone? (315) 606-8424