Business Details
Your Trusted Accounting Partner in New Hartford, NY
At Universal Bookkeeper, we are more than just accountantswe are strategic partners in your financial success. We specialize in outsourced bookkeeping, accounting, and fractional CFO services tailored for small businesses, nonprofits, and hospice organizations. Our modern, technology-driven approach simplifies complex financial processes, ensuring accurate tracking, insightful reporting, and seamless financial management. With a team of skilled professionals, including Certified Public Accountants (CPAs) and QuickBooks Online Certified experts, we transform financial chaos into clarity, empowering you to make informed decisions and focus on growing your business.Our commitment to excellence is reflected in our personalized support, proactive forecasting, and strategic planning, which have earned us recognition such as the NYSBDC Growth Business of the Year award and nominations for Mohawk Valley Best of the Best Local Accountant. We pride ourselves on building lasting relationships with our clients, offering a real-time financial dashboard for transparency, and delivering dependable solutions that align with your unique needs. Whether you require daily bookkeeping or advanced financial guidance, our team is dedicated to helping your organization thrive through integrity, innovation, and a client-focused approach.
Services
Bookkeeping
Outsourced Accounting
Payroll Management
Financial Reporting
Reconciliations
Forecasting
Strategic Planning
Nonprofit Accounting
Hospice Accounting
Tax Preparation
Highlights and features
- Personalized financial support tailored to small businesses, nonprofits, and hospice organizations.
- Team of Certified Public Accountants (CPAs) and QuickBooks Online Certified professionals.
- Real-time financial dashboard for transparent, up-to-date insights.
- Award-winning service recognized by NYSBDC and Utica Chambers.
- Proactive forecasting and strategic planning to drive business growth.
Associations and certifications
- QuickBooks Online Certified
- ProAdvisor Certified
What people say
Responsive team
Saved time and money
Expert guidance
Proactive approach
Customer-focused
Services
Bookkeeping
Our bookkeeping services ensure accurate tracking of daily financial transactions, including income, expenses, and account reconciliations. We handle data entry, bank reconciliations, and ledger maintenance to provide a clear financial foundation. Clients benefit from organized records that streamline tax preparation and compliance.
Outsourced Accounting
Outsourced accounting covers comprehensive financial oversight, including monthly reporting, payroll processing, and tax filings. Our team manages cash flow, accounts payable/receivable, and financial statements. This service allows businesses to focus on operations while ensuring compliance and strategic financial health.
Nonprofit Accounting
Specialized nonprofit accounting includes grant tracking, donor reporting, and compliance with Form 990 requirements. We ensure transparent financial management aligned with mission-driven goals. Services support budgeting, compliance, and maximizing resources for community impact.
Hospice Accounting
Hospice accounting services address industry-specific needs, including Medicare/Medicaid compliance, billing, and cost report preparation. We provide accurate financial tracking and reporting to support regulatory compliance. Clients gain clarity to focus on patient care while maintaining financial stability.
Financial Reporting
Custom financial reporting delivers real-time insights into revenue, expenses, and cash flow. Our Reach Reporting dashboard offers KPI tracking and performance analysis. Clients receive timely, actionable data to inform strategic decisions and improve profitability.
People
Justin Miller
Chief Executive Officer
Justin Miller, CPA, co-founded Universal Bookkeeper with a passion for empowering small businesses. With nearly two decades of experience, he specializes in strategic financial guidance and nonprofit accounting. Justin leads with a commitment to community and innovation.
Beth Miller
Chief Operating Officer
Beth Miller, MBA, co-founder of Universal Bookkeeper, oversees operations and client relations. Her expertise in financial planning and process optimization ensures clients receive efficient, tailored solutions. Beth prioritizes team growth and client satisfaction.
Shannon Riley
Controller
Shannon Riley, CPA, manages financial operations at Universal Bookkeeper. With a focus on accuracy and client support, she ensures seamless accounting processes. Shannons leadership contributes to the firms reputation for excellence and reliability.
Brittany Becker
Senior Accountant
Brittany Becker, Senior Accountant, brings precision and dedication to client financials. Her work emphasizes sustainable growth and compliance. Brittanys expertise supports businesses in achieving long-term financial health through meticulous accounting practices.
Susan Stevens
Staff Accountant
Susan Stevens, Staff Accountant, contributes to Universal Bookkeepers client-focused approach. Her diverse experience enhances financial solutions for small businesses. Susan values professional development and community impact in her work.
Questions
What types of businesses do you serve?
We specialize in accounting for small businesses, nonprofits, hospice organizations, and professional services across Mohawk Valley and beyond.
What is the difference between bookkeeping and accounting?
Bookkeeping records daily transactions, while accounting involves analyzing data, tax planning, and financial advisory services. Both are essential for business success.
How do you work with remote clients?
We use cloud-based software, video conferencing, and secure communication channels to provide seamless, real-time financial management from anywhere.
Do you offer a free consultation?
Yes, we provide a free consultation to discuss your financial needs and tailor a service plan that aligns with your business goals.
What certifications do your team hold?
Our team includes Certified Public Accountants (CPAs) and QuickBooks Online Certified professionals, ensuring expertise in accounting standards and technology.
