Bookkeeping Services in Philadelphia
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Your Bookkeeping Expert in Philadelphia

Bookkeeping in Philadelphia, 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, Phoenixville, the Greater Philadelphia Area, and clients across the U.S. via secure virtual workflows.

 

What We Do | Bookkeeping in Philadelphia

  • 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 Philadelphia

  • 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, Phoenixville, and the wider Chester County region.
Remote: Clients across the Greater Philadelphia Area and the United States.

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