CPA-led bookkeeping for small businesses in the Philadelphia area
Clean books, timely financials, and a licensed CPA who treats your business like his own — starting at $400/month with no surprise fees.
You might be ready for a bookkeeper if:
You're flying blind You know your bank balance but have no real idea if your business is actually profitable month to month.
It's eating your weekends You're spending hours in QuickBooks or spreadsheets that could be spent on your actual business — or your life.
Tax season is a nightmare Every April feels like a scramble. Your books aren't tax-ready and your CPA or tax preparer has to clean everything up first.
Your books are behind Months of transactions are uncategorized, unreconciled, or just untouched. You're not sure where to even start.
You outgrew DIY When you started, you handled it yourself. Now the volume and complexity have grown past what you can manage alone.
You want a real partner You don't just want someone to close the month — you want a financially literate advisor who actually knows your business.
Not sure if it's time? Use the free calculator → See exactly how much DIY bookkeeping may be costing you in time and money.
Every engagement is scoped to your specific business. Most monthly clients receive:
Transaction categorization Every transaction coded accurately, consistently, and according to proper accounting standards — not guesswork.
Bank & credit card reconciliations All accounts reconciled monthly so your books match reality and discrepancies are caught early.
Monthly P&L and balance sheet Clean, readable financial statements delivered each month so you always know where your business stands.
Light AP/AR tracking Stay on top of what you owe and what you're owed without it taking over your day.
GL maintenance Your general ledger kept clean, organized, and audit-ready throughout the year.
Cleanup & catchup work Behind on your books? We can get you caught up — priced on a per-month basis so you know exactly what you're paying.
Tax-ready books Because we're CPA-led, your books are prepared with tax season in mind from day one — no scramble in April.
CPA-led bookkeeping isn't the same as regular bookkeeping
A CPA sees what a bookkeeper misses A licensed CPA brings accounting standards, tax awareness, and financial judgment to every transaction — not just data entry. You get books that are accurate and insightful.
You always work directly with Stephen No handoffs. No junior staff. No overseas outsourcing. Every engagement is handled personally by a licensed CPA who knows your business by name.
We answer your financial questions Most bookkeepers just deliver reports. We explain what they mean, flag things that need your attention, and give you the context to make better decisions.
Fixed fees — no billing surprises Your monthly rate is set upfront and doesn't change unless your scope does. No hourly billing, no invoice anxiety.
Pricing is based on the complexity and transaction volume of your business. Most small business clients fall in this range:
Monthly bookkeeping (ongoing) — From $400/mo
Cleanup & catchup work — Priced per month of history
Discovery call — Always free
Full pricing and custom quotes are available following a free discovery call, where we take the time to understand your business and its unique needs. Fill out the form below and we will be in touch as soon as possible.
Initiate a Consultation
Complete the inquiry form to discuss your specific accounting requirements with the owner.