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