Organized Books

From financial fog to cash flow clarity

Bookkeeping service (show on map)

5.0

★★★★★

5 reviews

We help service-based business owners gain financial peace, clarity, and control—with virtual bookkeeping you can trust.

Call (718) 978-9738

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About

We keep your financials up to date with accurate, reliable monthly bookkeeping—so you can kick your feet up and make confident financial decisions. We specialize in QuickBooks Online and Xero, and are a certified Profit First firm with decades of financial experience.

Proactive communication

Certified expertise (QBO, Xero, Profit First)

Professional support and calming presence

Long-term client relationships (over 15 years with some clients)

Services

Bookkeeping & Reconciliation

We provide accurate, reliable monthly bookkeeping using QuickBooks Online or Xero—so you always know where your business stands. From transaction categorization to monthly reconciliations, we keep your books clean and ready for tax time.

Monthly transaction categorization Reconciliations Tax-ready financials

Cleanups & Catchups

If your books are behind, disorganized, or missing key data—we can help. We’ll review your financial records, correct errors, fill in the gaps, and bring everything up to date.

Error correction Data gap filling System migration assistance

Cash Flow & Profit Advisory

As a Certified Profit First firm, we help you make strategic, proactive decisions about your money. We’ll guide you in allocating cash, setting up reserves, and building a business that supports long-term growth and consistent owner’s pay.

Profit First implementation Cash allocation planning Growth strategy support

Credentials & Certifications

QuickBooks ProAdvisor

Xero Certified Advisor

Profit First Certified Professional

Reviews

Rating

★★★★★

Reviews

"Karen is knowledgeable, professional, and very kind."

Frequently Asked Questions

What exactly does a bookkeeper do? +

We record, categorize, and reconcile your financial transactions so your books are accurate, organized, and ready for tax time. But we don’t stop there—we also help you understand your numbers so you can make informed business decisions.

Can you help if my books are behind or messy? +

Absolutely. Cleanups and catchups are one of our most requested services. Whether you’re a few months—or a few years—behind, we’ll get your books in order without judgment.

What bookkeeping software do you work with? +

We specialize in QuickBooks Online and Xero, and will guide you in using the system that best fits your business.

How will we communicate? +

We provide a secure client portal for all messaging and document sharing, and we respond promptly to emails. You’ll always know what’s going on with your books.