Business Details
We are a family-owned bookkeeping service led by Helena Wolfand and Tina Keyes, serving clients for over 15 years. Our expertise lies in providing tailored QuickBooks solutions for small and medium-sized businesses across Florida, New York City, and beyond. With a team of Certified QuickBooks ProAdvisors and Florida-based professionals, we combine technical proficiency with personalized service. We prioritize accuracy, transparency, and timely delivery, ensuring clients receive reliable financial statements to drive business growth. Our remote bookkeeping model eliminates the need for clients to maintain software or infrastructure, streamlining their operational workflows. We specialize in resolving complex bookkeeping challenges, from catching up overdue records to cleaning disorganized files, always advocating for the most cost-effective solutions.
Our dedication to client success is reflected in our flat-rate pricing for catch-up services and our commitment to preventing future bookkeeping backlogs through monthly maintenance. As a trusted extension of our clients teams, we emphasize accountability, professionalism, and long-term partnerships. Our staffs combined 20-40 years of experience ensures clients benefit from deep industry knowledge and proactive financial management. We take pride in empowering business owners to focus on growth while we handle their financial backbone.
Our dedication to client success is reflected in our flat-rate pricing for catch-up services and our commitment to preventing future bookkeeping backlogs through monthly maintenance. As a trusted extension of our clients teams, we emphasize accountability, professionalism, and long-term partnerships. Our staffs combined 20-40 years of experience ensures clients benefit from deep industry knowledge and proactive financial management. We take pride in empowering business owners to focus on growth while we handle their financial backbone.
Highlights and features
- We offer 15+ years of experience in bookkeeping services for small and medium businesses.
- We employ Florida-based Certified QuickBooks ProAdvisors with 20-40 years of expertise.
- We provide transparent flat-rate pricing for catch-up and clean-up bookkeeping services.
- We guarantee timely monthly financial statements without requiring clients to own QuickBooks.
- We specialize in resolving complex bookkeeping challenges with cost-effective solutions.
Services
Catch Up Bookkeeping
This service targets businesses months or years behind on their financial records. We quickly organize and correct historical data, offering flat-rate pricing for predictability. Clients receive clean, up-to-date books and a monthly maintenance plan to prevent future backlogs.
Clean Up Bookkeeping
Designed for businesses with disorganized or error-ridden financials, we assess the files condition and recommend the most cost-effective repair method. Whether fixing existing records or creating a new file, we ensure accurate, reliable financial data for informed decision-making.
New Business Setup
We help new businesses establish efficient bookkeeping systems tailored to their industry. From initial setup to ongoing monthly support, we ensure accurate financial tracking and provide statements to guide growth and tax planning.
End of Month Services
We partner with businesses that handle day-to-day transactions in-house, providing expert monthly reconciliation and financial statement generation. This ensures accuracy and accountability while allowing clients to focus on core operations.
Remote QuickBooks
Our flagship service allows clients to grant secure access to financial accounts, eliminating the need for local software. We perform data entry, reconciliations, and deliver monthly P&L and balance sheets, ensuring seamless remote collaboration.
