Bookkeeping services Boston business owners can hand off
Our team provides bookkeeping services in Boston from our office in Harvard, MA. When you are a month behind on your books, you have no current profit or cash flow figures.
Quarterly tax help. We include quarterly income tax estimates in the monthly fee.
Your current software. We work in QuickBooks, Xero, Wave or FreshBooks.
Pricing. We quote one fixed monthly fee based on your revenue and number of accounts.
Since 1995.
Serving Massachusetts businesses.
Harvard, MA office,
serving Boston and Greater Boston.
Monthly bookkeeping services in Boston
Pick the bookkeeping services Boston owners ask us for, or build a package on the call.
Bank and card reconciliation
We reconcile your bank and credit card accounts to your books each month.
Monthly financial statements
You get a profit and loss statement and a balance sheet each month. We add cash flow reports and results by location when you ask for them.
Bills, customer invoices and 1099 forms
We track what customers owe you and what you owe vendors. We also log contractor payments through the year and file Forms 1099-NEC for those above the IRS threshold by January 31 or the next business day.
Bookkeeping cleanup for past years
We rebuild past months or years of books, so your records are ready for tax filing.
Software setup
We set up QuickBooks, Xero or Wave with your chart of accounts and bank feeds.
Payroll and sales tax
We add Massachusetts payroll and sales tax filing to your monthly bookkeeping if you want our team to handle them.
Bookkeeping for Boston industries
The City of Boston places 41% of its small businesses in professional services or local services for consumers. We set up your Greater Boston bookkeeping around how your type of business earns and spends.
Boston small businesses by industry
Share of small business establishments in the City of Boston
- Professional services21%
- Local services for consumers20%
- Retail13%
- Local services for businesses11%
- Restaurants and bars11%
- Healthcare8%
- Industrial and traded6%
- Software and tech4%
- Creative3%
- Arts, accommodation and entertainment3%
Boston small businesses by industry
Share of small business establishments in the City of Boston
- Professional services21%
- Local services for consumers20%
- Retail13%
- Local services for businesses11%
- Restaurants and bars11%
- Healthcare8%
- Industrial and traded6%
- Software and tech4%
- Creative3%
- Arts, accommodation and entertainment3%
Professional services. We track revenue by client for architects, consultants and insurance agencies.
Local services. We match card and cash deposits to daily sales for salons, barber shops and pet care businesses.
Retail. We track inventory, cost of goods sold and sales tax collected for shops each month.
Healthcare practices. We track income and costs by location or provider for medical and dental practices.
Tell us your industry on the quote call, and we set up your accounts to match.
Restaurant bookkeeping in Boston and the 7% meals tax
Boston restaurants charge 7% tax on meals: the 6.25% state tax plus Boston's 0.75% local meals tax. You pay both to the Department of Revenue at the same time through MassTaxConnect.
If you set your point of sale to 6.25%, you still owe 7% on your meal sales. We check the meals tax you collect against the sales in your books each month.
Your bookkeeper and your tax preparer at our firm work from the same books, so your business return starts from reconciled figures. Book the quote call and we set up access.
How monthly bookkeeping works with our team
- 1
Quote call
You tell us your revenue, your bank and card accounts, your software and your industry. We send your quote.
- 2
Access
You add us as a user in your software, or give us view access to your bank and card accounts.
- 3
Monthly close
We reconcile and categorize your transactions, then send your statements.
- 4
Tax planning
We calculate your quarterly income tax payments and review deductions with you.
You keep control of payments. We can view your bank accounts but cannot move money.
Bookkeeping cost factors for Boston businesses
We set the monthly fee by how much work your books take.
Size. We place businesses with higher revenue in a larger monthly tier.
Volume. We price by how many bank accounts and credit cards we reconcile.
Software. We review any program other than QuickBooks, Xero or spreadsheets before we quote.
Backlog. We quote cleanup of past months or years as a separate project.
Add-ons. Choose payroll, sales tax filing or both; we price each one.
We confirm each factor with you on the quote call, before you commit.
“Highly recommend this team. They've been a major asset to my company for over 20 years.”
You can start with your current books, however far behind they are. We sort out the backlog first.
Hand off your bookkeeping to our team near Boston
Book a call with our team. We ask about your accounts and software, then send your quote. Our team keeps your details confidential.
Reviewed by Xintian Wang, CPA, Harvard, MA. Senior Tax Manager at Alexander Accountants, CPAs. Our team