Whether you’re just getting started and need an entirely new set of books and systems put in place, or you’re an established business with an existing chart of accounts and ongoing operations, Aiello Bookkeeping can help! We leverage technology to create an easy and efficient set of procedures and processes for your business, so that we can eliminate your frustration and stress around managing your day-to-day bookkeeping.  

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Our approach is a holistic one, meaning we will handle all aspects of your accounting. Our experience has taught us that managing just one aspect of our client’s bookkeeping, only leads to neglect in the other areas. For example, you can’t only keep your invoicing & Receivables up to date and neglect your Payables and banking records. This will not produce proper financial reporting or accurate numbers. In addition, we are often asked to correct mistakes that others have made which can be time consuming and costly for our clients. As a result, we prefer to handle as much of the bookkeeping as possible to reduce errors and costs for our clients. Although our packages are fully customized to meet your business’ needs, all of our clients receive the following basic monthly services:

 

• Paperless expense tracking with Dext 

• Monthly subscription to QuickBooks Online

• Record & reconcile all bank and credit card transactions  

• Review & categorize all sales & expenses  

• Sales tax tracking on all transactions, where applicable 

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Also included in all of our packages are the following annual services: 

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• Detailed review of each ledger account & posting of accruals, where necessary 

• Preparation of financial reports for your tax preparer 

• Communication with the tax preparer & facilitation of any requests for further information 

• A year end meeting to review your results and discuss the upcoming year