Small business accounting · Packages starting at $350 a month
Small Business Accounting and Bookkeeping in Bergen County, New Jersey
You send the statements. We turn them into books you can run your business on: every transaction coded, every account reconciled, and a profit and loss in your inbox each month, reviewed by a CPA. For S Corporations, C Corporations, Partnerships and LLCs.
Monday to Friday 10am to 6pm, weekends 11am to 5pm.
Your month, start to finish
An animation of the monthly bookkeeping process: the business uploads its September statements for business checking, business savings, payroll, Amex and a Chase card; every account is reconciled and payroll and sales tax entries are booked; the profit and loss and balance sheet fill in line by line; the financials are ready, reviewed by a CPA; and the month is closed with the New Jersey sales tax return filed.
Packages
Pick the package that fits your month.
Priced by transaction volume and accounts, so you know the number before we start.
Growth
Starting at
$1,000/month
Busier businesses that want the numbers explained.
More than 300 transactions a month · priced to your accounts and volume
- Everything in Business
- Month-over-month comparison with plain-English notes
- A quarterly call with Kevin to review the numbers
- Estimated tax payments coordinated with the books
- A year-end tax projection before December 31
Business
Starting at
$650/month
Established businesses with payroll and more going on.
More than 150 transactions a month · up to 6 accounts
- Everything in Essentials
- Payroll, loan interest and depreciation entries
- New Jersey and New York sales tax returns
- Loan accounts reconciled
- One short list of open items each month
Essentials
Starting at
$350/month
Newer businesses and steady, simple activity.
Up to 150 transactions a month · up to 3 accounts
- Every transaction coded from your statements
- Bank and credit card accounts reconciled
- Profit and loss and balance sheet each month
- Books closed by the 15th*
- Year-end package ready for your tax return
*When your statements arrive by the 5th. Starting prices are per business, billed monthly, and we confirm your package before we start.
No software subscription
No QuickBooks or other bookkeeping software to buy. We keep your books in our system, which saves most owners $1,000 or more a year. Your reports arrive every month, and your full records are yours any time you ask.
Add your tax returns
Your business return and the owners' 1040s, added to any package and billed monthly with it. No separate invoice in April.
Catch-up and cleanup
Months or years behind? Quoted at a flat price per month of statements, then you move to a monthly package.
Higher volume or several businesses
Growth starts at $1,000 and is quoted to your monthly volume. Each additional business is its own package.
What lands in your inbox
A month you can actually read.
Every package gets a profit and loss and balance sheet. Growth adds the month-over-month view and the notes.
| Account | This month | Last month |
|---|---|---|
| Revenue | $84,200 | $79,500 |
| Cost of sales | ($33,350) | ($32,400) |
| Gross profit | $50,850 | $47,100 |
| Payroll | ($18,500) | ($18,500) |
| Rent | ($6,800) | ($6,800) |
| Insurance | ($2,410) | ($2,410) |
| Vehicle and fuel | ($1,240) | ($1,195) |
| Software and phone | ($1,010) | ($990) |
| Utilities | ($790) | ($745) |
| Professional fees | ($1,150) | $0 |
| Total operating expenses | ($31,900) | ($30,640) |
| Net income | $18,950 | $16,460 |
What we flagged this month
- Revenue up 5.9% on last month, and cost of sales rose only 2.9%, so gross margin improved to 60.4%.
- A one-time $1,150 legal bill is in professional fees. Without it, expenses were essentially flat.
- Two open items: one $3,150 deposit to identify and one receipt we need for the year-end file.
Illustration only. Sample company and figures.
Why a CPA firm for bookkeeping
Problems get fixed in the month they happen.
The same firm that keeps the books prepares the business return and the owners' returns. Year-end close becomes a short review, not a rebuild.
- Caught in the monthA personal expense in the business account
- Caught in the monthA loan that was never recorded
- Ready at year endNumbers that go straight onto the return
How onboarding works
From first call to your first close.
Free consultation
We look at your accounts, your monthly volume and how far behind the books are, if at all.
Package confirmed
We confirm the package that fits your accounts and monthly volume before we start.
Catch-up, if needed
Missing months are quoted at a flat price per month of statements and completed first.
Statements each month
Send your statements by the 5th through the client portal. Most banks can email them automatically.
Closed by the 15th
Reconciled books, your profit and loss and balance sheet, and one short list of open items, if there are any.
Reconciled, not just categorized
What separates books you can file from books that need a rebuild.
Plenty of bookkeeping services categorize transactions. Fewer reconcile them. Reconciling means every bank, credit card and loan account is matched to its statement each month, so the ending balance in your books is the ending balance on the statement. It is the only way to catch the deposit that was recorded twice, the loan payment that was booked as an expense, or the personal charge on the business card.
- Every account matched to its statement, every month
- Loan payments split between principal and interest
- Owner draws and contributions recorded as equity, not expenses
- Sales tax booked as a liability and tied to the return that was filed
- A balance sheet that ties out, not just a profit and loss
Who it fits
Bookkeeping for small businesses across Bergen County.
Contractors and trades
Job materials, subcontractors, equipment loans and vehicles.
Retail and restaurants
Daily deposits, merchant fees and New Jersey sales tax every quarter.
Professional practices
Consultants, agencies and medical and legal practices with steady monthly activity.
Real estate investors
One set of books for each property LLC, ready for the Partnership or Schedule E.
Online sellers
Platform payouts, fees and sales tax in New Jersey and New York.
Growing S Corporations
Owner payroll, BAIT payments and a balance sheet the bank will accept.
We keep the books for businesses in Oakland, Franklin Lakes, Wyckoff, Mahwah, Ringwood, Pompton Lakes, Wayne, West Milford, Fair Lawn, Glen Rock, Ridgewood and Hawthorne, and across Bergen and Passaic Counties, all through the client portal.
Common questions
Questions about the packages.
What does it cost?
Packages start at $350 a month. The package is set by your monthly transaction volume and the number of accounts, and we confirm it before we start.
Do I need QuickBooks or other bookkeeping software?
No. We keep your books in our system, so there is no software subscription to pay. You get your profit and loss and balance sheet every month, and a full copy of your records whenever you ask.
What counts as a transaction?
Each line on your bank, credit card and loan statements: a deposit, a payment or a transfer.
What do you need from me each month?
Your monthly statements for every business account: bank accounts, credit cards, loan accounts and the like. If anything needs clarifying, we send you one short list of open items.
Do you file sales tax returns?
Yes, in the Business and Growth packages. We book sales tax each month and file your New Jersey and New York returns, monthly or quarterly.
Can you prepare my business and personal returns too?
Yes. Add them to any package and they are billed monthly with it, so there is no separate invoice in April.
How do you handle payroll?
We work with all payroll providers to obtain the reports needed to keep your books up to date. Need a provider? As a client, we can refer you to a payroll provider with preferred pricing.
Can I switch from my current bookkeeper mid-year?
Yes. We start from the last month your books were reconciled, catch up anything after that, and move you to a monthly package.
What happens at year end?
Your December close doubles as the year-end package for your tax return. If we prepare your returns, it goes straight onto them.
Is my financial information secure?
Statements and reports move through the secure client portal, not email.
Tax Guides
Read more first.
Pick a package and hand off the books.
The first consultation is free. Tell us about your accounts and we will confirm the right package.