Your Bookkeeping Expert in West Chester, PA

Running a small business is challenging enough without the added burden of bookkeeping. That’s where we come in. With 20+ years of experience and certifications as a QuickBooks ProAdvisor and Xero Advisor, we keep your finances organized, compliant, and decision‑ready—so you can focus on growth.

Serving: Downingtown, Chester County, West Chester, the Greater Philadelphia Area, and clients across the U.S. via secure virtual workflows.

What We Do | Bookkeeping in West Chester, PA

• Online Bookkeeping

  • Monthly transaction categorization & reconciliations

  • Accounts payable/receivable tracking

  • Month‑end close & custom reporting (P&L, Balance Sheet, Cash Flow)

  • App integrations (bank feeds, expense tools, POS)

  Books Clean‑Up & Catch‑Up

  • Historical clean‑up, backlogs, and error correction

  • Reconciliation of bank/credit card accounts

  • Chart of Accounts redesign and documentation

  Payroll Management

  • Payroll setup, processing, and filings

  • Contractor 1099 prep and W‑2 support

  • Compliance monitoring (federal, PA, local)

  Bookkeeping Training & Advisory

  • 1:1 or team training in QuickBooks Online or Xero

  • Best‑practice workflows, checklists, and SOPs

  • KPI dashboards and owner’s finance coaching

  Software We Support

  • QuickBooks Online (Certified ProAdvisor)

  • Xero (Certified Advisor)

  • FreshBooks • Gusto • Bill • Stripe • Square • and more

  Prefer meeting in person? We offer virtual and local meetings to fit your schedule.

Why Small Businesses Choose Us for Bookkeeping in West Chester, PA

• 20+ Years of Experience — Proven bookkeeping expertise across trades, professional services, nonprofits, and more.

• Certified & Cloud‑Ready — QuickBooks ProAdvisor & Xero Certified Advisor; secure, modern tech stack.

• Personalized Service — Tailored scope that fits your business stage and budget.

• Clear, Timely Reporting — Practical insights you can actually use to run your business.

Our 5‑Step Process to Success

• Introductory Call (45–60 min)
  Share your goals and pain points; we confirm fit and next steps.

• Get Organized (5–10 business days)
  Securely upload documents; we assess your books and design an action plan.

• Free Financial Competency Score Review (60–90 min)
  We walk through findings and a prioritized 1–3 month roadmap.

• Agreements & Implementation
  Finalize engagement, connect your systems, and launch the plan.

• Monthly Bookkeeping & Ongoing Support
  Reconciliations, reports, payroll support as needed, and monthly review meetings.

Service Areas

Local: Downingtown, Exton, West Chester, Coatesville, and the wider Chester County region.
Remote: Clients across the Greater Philadelphia Area and the United States.