Professional Bookkeeping & Data Analytics
Our Long Island-based boutique approach means you work directly with experienced professionals who understand your business. We offer flexible in-person and remote service options, with direct CPA firm access for comprehensive financial support. Our two-person team ensures continuity, backup coverage, and the focused attention larger firms can't provide.
QuickBooks Management
Expert setup, maintenance, and optimization of QuickBooks Pro (desktop & online) for maximum efficiency
Accounts Payable & Receivable
Streamlined A/P and A/R processes, vendor bill management, and customer invoicing
Bank Reconciliation
Accurate monthly bank and credit card reconciliations to keep your books balanced
Payroll Processing
Reliable payroll management and pension contribution uploads through outsourced services
Financial Reporting
Monthly financial statements, custom Excel reports, and business insights
Tax Preparation Support
Sales tax compliance, organized records for tax filing, and direct CPA firm collaboration for comprehensive tax services
CPA Firm Access
Direct connection to certified public accountants for tax planning, business advisory, and complex financial matters
AI-Powered Services
Advanced automation and intelligent insights to streamline your bookkeeping processes, reduce errors, and provide real-time financial analytics
Business Analytics
Transform your financial data into actionable insights with custom dashboards, trend analysis, and performance metrics to drive strategic business decisions
Schedule Your Consultation
Let's discuss how our boutique bookkeeping and data analytics approach can provide the personalized service and professional expertise your business needs
Ready to Experience Boutique Service?
Join our select group of clients who receive personalized attention and professional expertise from our dedicated husband-and-wife team
Call Us
(631) 504-5757
Email Us
sitefleet@gmail.com
Service Area
Long Island, NY
In-Person & Remote Services