Business Details
11 Years
experience
Trusted Bookkeeping Services for Small Businesses
Founded in 2015, Beacon Bookkeeping was established to address the critical need for accurate and reliable financial management support for small businesses. Our founder, Michelle Vitale, brings over seven years of experience as a Business and Commercial Banker, during which she observed recurring challenges small business owners faced in maintaining precise financial records. Recognizing the gap in quality bookkeeping services, she committed to creating a company that upholds higher standards of accuracy and client support. Our team specializes in monthly bookkeeping, financial reporting, year-end tax preparation, and tailored consulting services, working closely with CPAs to ensure optimal financial outcomes.We utilize QuickBooks Pro-certified expertise and industry-recognized methodologies to deliver error-free financial management solutions. Our commitment to transparency, client education, and proactive financial guidance has earned us the trust of entrepreneurs seeking stress-free bookkeeping. We prioritize personalized service, offering complimentary business assessments to help clients understand their financial standing. With a focus on continuous improvement and client empowerment, we strive to be the definitive solution for small business financial management needs.
Services
Monthly Bookkeeping
Financial Reporting
Year-End Tax Prep
Business Consulting
Expense Tracking
Payroll Management
Bank Reconciliation
Credit Card Management
Tax Filing Support
Financial Training
Details
- Year established: 2015
Highlights and features
- We offer 9 years of specialized bookkeeping experience since 2015
- Our founder holds QuickBooks Pro Certification and formal bookkeeping credentials
- We collaborate with established CPAs for tax optimization and compliance
- Customized reporting solutions tailored to individual business requirements
- Complimentary financial assessments to identify bookkeeping improvement opportunities
What people say
Amazing help
Quality work
Stress-free experience
Accurate results
Professional expertise
Services
Monthly Bookkeeping
We provide comprehensive monthly reconciliation of sales, expenses, payroll, bank accounts, and credit cards. Clients receive easy-to-understand financial reports that track business performance and ensure tax readiness. Our systematic approach maintains accurate records while collaborating with CPAs to maximize deductions.
Financial Reporting
Our reporting service delivers detailed insights into business financial health through customized, easy-to-read reports. We offer training sessions to help clients interpret financial data and create specialized reports for tracking specific metrics or business trends relevant to their operations.
Year-End Tax Prep
We rebuild annual financial records for tax filing when businesses lack monthly bookkeeping. Our service includes CPA coordination to identify all applicable tax deductions and ensure compliance with accounting standards during year-end tax preparation processes.
Business Consulting
Drawing from banking and finance expertise, we offer strategic consulting to reduce expenses, improve cash flow, and optimize financial operations. Services include financial report training, lending guidance, and banking relationship optimization for small businesses.
Tax Filing Support
Our tax support service ensures complete financial records for stress-free tax filing. We collaborate with CPAs to maintain accurate deductions tracking and provide comprehensive documentation required for business tax submissions throughout the year.
People
Michelle Vitale
President & Founder
Michelle founded Beacon Bookkeeping after seven years as a Business and Commercial Banker. She holds QuickBooks Pro Certification and completed Penn Foster's bookkeeping program, leveraging her financial expertise to help small businesses achieve accurate financial management.
Questions
What bookkeeping services do you offer?
We provide monthly reconciliation, financial reporting, year-end tax preparation, and business consulting services tailored to small business needs.
How do you ensure bookkeeping accuracy?
We use systematic reconciliation processes, collaborate with CPAs, and maintain QuickBooks Pro-certified standards to guarantee error-free financial records.
Do you work with CPAs?
Yes, we collaborate with established CPAs to ensure proper tax deductions tracking and provide referrals to qualified professionals when needed.
How can I get started?
Contact us for a complimentary business assessment to evaluate your current bookkeeping system and implement our financial management solutions.
Is there a free consultation?
We offer free initial consultations to discuss your bookkeeping requirements and provide tailored financial management recommendations.
