Expert Bookkeeping
Day-to-day accounting tasks
Monthly reconciliation procedures
Monthly financial packages
Starting at $500/month
Accounting Support
Day-to-day accounting tasks
Monthly reconciliation procedures
Customized monthly financial packages
Additional accounting services include:
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Accounts receivable and invoicing
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Accounts payable and vendor management
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Sales tax tracking and remittance
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Other ongoing tasks/deliverables
Starting at $1,000/month
CFO Services
Need something more?
From financial budgeting to cash flow management, let's discuss help we can help you take control of your books in an active way
Starting at $3,000/month
FAQs
Q:
Do you offer bookkeeping and accounting services for small businesses in New York?
A:
Yes. We support solo entrepreneurs, contractors, and small to mid-sized businesses throughout New York and the surrounding area. Our team provides monthly bookkeeping, clean-ups, tax-ready financials, payroll support, and ongoing guidance tailored to local industries. We are happy to meet to discuss anytime.
Q:
Can you help with New York tax requirements and local business filings?
A:
Absolutely. We help New York business owners stay compliant with New York tax rules, sales tax filings, annual reports, and other required local submissions. We make sure your books are accurate, deadlines are met, and your business stays in good standing year-round.
Hear what our clients are saying:
Monica G.
Business Owner
“Helped me so much and have recommended expense reclassifications that have boosted profits....”
Jeff H.
Co-founder of Tax & Advisory Firm
“Pass along existing client work, freeing up bandwidth for high-end projects…”
A Practical Look at New York Businesses
Industry differences can change what should be reviewed each month.
1. Professional services
2. Restaurants and hospitality businesses
3. Healthcare practices
A practical setup can support both routine bookkeeping and bigger business decisions. This is especially helpful when a new service line or project adds complexity.
Expense Tracking for Businesses in New York
Expense tracking works best when the major cost groups are clear.
Simple categories can still give owners a much better view of overhead and cash needs.
What May Affect Planning in New York
Trends such as expansion of healthcare, wellness and medical office activity, seasonal demand from hospitality, restaurants and local events, the move toward cloud accounting and outsourced admin support, small businesses adding contractors, software tools and additional locations, and more attention on cash flow, margins and monthly financial reporting can affect how companies plan for expenses and cash flow. The books should make those shifts easier to see.
Current financials help owners decide what deserves attention and what is just normal movement.
The Range of Businesses in New York, NY
The business type often decides which reports are worth reviewing every month.
• Healthcare and wellness practices
• Restaurants
• Cafes and hospitality businesses
That keeps the monthly review focused on how the company really operates. That added clarity helps when the business is preparing for slower periods.
Monthly Bookkeeping Priorities in New York
Owners usually do not need more complicated reports.
That keeps the business better prepared for taxes, financing, and planning. This supports better decisions when vendor pricing moves unexpectedly.
Our Team
Ryan Minner
Client Management
Ryan Baker
Operations & Delivery
Chad Reed
Risk & Quality
Hannah Junio
Accounting Manager
Suzette Gaerlan
Accounting Manager
Rico Doca
Bookkeeper
Macel Mendoza
Bookkeeper
Joan Tamayo
Bookkeeper
Jamie Sanchez
Executive Assistant