Business Details
11 Years
experience
Your Trusted Partner for Bookkeeping & Fractional CFO Services in Montgomery, NY
Capacity Bookkeeping, headquartered in Orange County, NY, was founded in 2015 with a mission to redefine financial management for businesses. Our team comprises certified financial professionals, including Elite QuickBooks ProAdvisors, who bring decades of combined experience in accounting, bookkeeping, and strategic financial analysis. We specialize in outsourced bookkeeping, payroll management, and Fractional CFO services, tailored to meet the unique needs of small businesses, solopreneurs, and growing enterprises across the United States.Our commitment to accuracy, compliance, and efficiency is matched by our dedication to leveraging cutting-edge technology for real-time financial insights. With local expertise in the Hudson Valley and a client-centric approach, we prioritize transparency, reliability, and personalized support. Our 5-star Google rating and long-standing client relationships reflect our unwavering focus on delivering value, reducing financial stress, and empowering business owners to concentrate on growth.
Services
Bookkeeping
Payroll
Fractional CFO
CPA White Label Service
Payment Processing
CRM/POS Integration
Time Tracking
Financial Reporting
Budgeting & Forecasting
Debt Restructuring
Details
- Year established: 2015
Highlights and features
- We offer USA-based bookkeepers with over 10 years of experience and accounting degrees.
- Our services are backed by a 5-star Google rating and certified QuickBooks ProAdvisors.
- We provide no-contract, flexible bookkeeping solutions tailored to your business needs.
- Our team delivers technology-driven solutions with real-time financial data access.
- With local expertise in the Hudson Valley, we understand regional business challenges.
Associations and certifications
- QuickBooks ProAdvisor
What people say
Dream team
Terrific
Competent, responsive
Saved thousands
Highly recommend
Services
Bookkeeping
Capacity Bookkeeping provides professional bookkeeping services with certified experts having at least 10 years of experience and accounting degrees. Our USA-based team ensures accurate financial records, payroll management, and reconciliation, allowing businesses to focus on growth. With no contracts and flexible solutions, we cater to diverse industries nationwide.
Fractional CFO
Our Fractional CFO services provide strategic financial guidance to help businesses make informed decisions. By analyzing financial data and trends, we assist in budgeting, forecasting, and optimizing cash flow. This service enables owners to focus on operations while ensuring long-term financial health and growth.
CPA White Label Service
Designed for CPAs, our White Label Service handles all bookkeeping tasks while you remain client-facing. We ensure seamless integration and accurate financial reporting, allowing CPAs to offer comprehensive services without the overhead of hiring additional staff.
Payroll
Simplify payroll with our integrated solutions that handle employee and contractor payments, tax filings, and direct deposits. Our system eliminates manual errors and ensures compliance, providing peace of mind and saving time for business owners.
Financial Reporting
We deliver detailed financial reports and quarterly reviews to identify trends and improve business performance. Our data-driven insights help clients understand their financial health, make strategic decisions, and achieve long-term success.
People
Eric Egeland
Senior Partner
Eric Egeland, Senior Partner and Certified Professional, founded Capacity Bookkeeping to transform financial management. With expertise in strategy and process improvement, he leads a team dedicated to delivering exceptional bookkeeping and Fractional CFO services.
Laurie Dupont-Sherard
Senior Bookkeeper
Laurie Dupont-Sherard, Senior Bookkeeper, specializes in accounting and reconciliation. With extensive experience, she ensures accurate financial records and supports businesses in expanding efficiently through reliable bookkeeping solutions.
Magda Reyes
Fractional CFO
Magda Reyes, Fractional CFO and Certified Public Accountant, offers strategic financial planning and analysis. Her expertise in FP&A and project management helps businesses optimize financial performance and achieve long-term goals.
Victoria Fontana
Bookkeeper
Victoria Fontana, Bookkeeper, specializes in law offices and financial reconciliation. Her expertise ensures organized financial health, allowing clients to focus on business growth with confidence and peace of mind.
Vanessa Samad-Ahmarlall
Bookkeeper
Vanessa Samad-Ahmarlall, Bookkeeper, focuses on non-profit organizations. With skills in bookkeeping and reconciliation, she provides tailored financial solutions that support non-profits in achieving their mission and operational efficiency.
Questions
What services does Capacity Bookkeeping offer?
We provide bookkeeping, payroll, fractional CFO, white-label services for CPAs, and financial reporting, all tailored to streamline your financial management.
How much do your bookkeeping services cost?
Prices vary based on needs, but our services cost 60%-80% less than hiring internal staff. Contact us for a no-commitment quote.
Do you serve businesses outside of New York?
Yes, while based in New York, we serve clients across the United States with online, cloud-based bookkeeping solutions.
Are your bookkeepers certified?
Yes, our team includes Certified Elite QuickBooks ProAdvisors and professionals with accounting degrees and over 10 years of experience.
How does the white-label service for CPAs work?
Our white-label service handles all bookkeeping tasks while you remain client-facing, allowing you to offer comprehensive services without hiring additional staff.
What is the process for starting your services?
We begin with communication to understand your needs, set up your financial systems, provide monthly service, and deliver quarterly reporting for continuous improvement.
