Your Trusted Business Partner Tristate Area & Nationally

We provide comprehensive bookkeeping services including accounts payable and receivable management, bank reconciliation, financial statement preparation, payroll processing, tax preparation support, and QuickBooks setup and training. We can handle everything from basic transaction recording to complex financial reporting.

Our pricing depends on your business size, transaction volume, and specific needs. We offer both monthly retainer packages and hourly rates. During our initial consultation, we'll assess your requirements and provide a customized quote. Most small businesses find our services cost less than hiring a full-time bookkeeper.

Most accountants recommend monthly reviews for active management, with quarterly deep dives for strategic planning.

Yes, we're experienced with QuickBooks Online.. If you don't have accounting software or use another company, we can recommend the best solution for your business and help with setup and training.

We typically provide monthly financial statements and are available for questions throughout the month. We can schedule regular check-ins quarterly or as needed. You'll always have access to your financial data in real-time through your accounting software.

We work with all types of industries across the nation.

We use bank-level encryption for all data transmission and storage. Our team signs confidentiality agreements, and we follow strict protocols for accessing and handling your information.

Bookkeeping involves the day-to-day recording of transactions, while accounting includes analysis, interpretation, and strategic advice. We handle the bookkeeping foundation that your CPA needs for tax preparation and can coordinate seamlessly with your existing accountant.

The timeline depends on how far behind your records are and their complexity. Most catch-up projects take 2-4 weeks. We'll provide a realistic timeline after reviewing your situation during our initial consultation.

Not at all. We work with clients nationwide using cloud-based software and digital document sharing. We can handle everything remotely, though we're happy to meet local clients in person if preferred.

We'll need access to your bank statements, receipts, invoices, payroll records, and any existing financial records. We can work with both physical documents (which we'll scan) and digital files. We'll provide a complete checklist during onboarding.

Absolutely. We'll ensure your books are organized and accurate throughout the year, making tax preparation much smoother. We can provide your CPA with properly categorized financial statements and supporting documentation, or we can refer you to trusted tax professionals in our network.

We stand behind our work with a satisfaction guarantee. If you're not happy with our services, we'll work to resolve any issues immediately. We maintain clear communication throughout our relationship to prevent problems before they occur.