Business Details
Your Trusted Bookkeeping Partner in Tarrytown, NY
We are dedicated professionals committed to providing comprehensive bookkeeping solutions that empower business owners and tax professionals. With over two decades of hands-on experience in financial operations, our team specializes in streamlining accounting processes, implementing efficient systems, and delivering accurate financial reporting. Our expertise spans from day-to-day bookkeeping management to strategic business consulting, ensuring clients maintain organized financial records while focusing on growth.We utilize advanced technology to offer flexible service delivery options, including on-site, virtual, and office-based support. Our commitment to precision and client-centric service has established us as trusted partners in financial management for businesses across Westchester County and beyond.
Services
Bookkeeping
Payroll Coordination
Business Consulting
Computer Consulting
Office Organization
HR Consulting
Budget Management
Financial Reporting
Disaster Recovery
Filing Systems
Highlights and features
- 20+ years of hands-on financial operations experience
- Flexible service delivery at client locations, virtually, or in-office
- Secure database for instant financial reporting access
- Specialized in streamlining bookkeeping for small businesses
- Proven track record with KPMG-audited financial systems
Associations and certifications
- Quickbooks Proadvisor Program
Services
Bookkeeping
We provide comprehensive bookkeeping services including system setup, budget management, and financial reporting. Our team ensures accurate record-keeping through computerized systems and regular reconciliations. Clients benefit from organized financial data that supports informed business decisions.
Payroll Coordination
Our payroll services include in-house management and coordination with external providers. We ensure accurate employee payments, tax withholdings, and compliance with financial regulations. This service helps businesses maintain payroll efficiency while reducing administrative burdens.
Business Consulting
We offer strategic consulting to improve business operations through financial analysis and process optimization. Our expertise helps clients develop effective budgeting strategies, implement efficient workflows, and make data-driven decisions for sustainable growth.
Office Organization
Our organization services focus on creating efficient office systems through digital filing implementation and physical workspace optimization. We help businesses transition from paper-based to digital systems, reducing clutter and improving document accessibility.
HR Consulting
We provide human resources support including employee hiring processes, performance management, and benefit program analysis. Our services help businesses establish effective HR practices while maintaining compliance with employment regulations and industry standards.
People
Jo Ann Burns
President
Jo Ann Burns has over 20 years of financial operations experience, including leadership roles at national financial services and nuclear fuel trading firms. She holds a BBA in Human Resource Management and an accounting certificate from Pace University.
Questions
What bookkeeping services do you offer?
We provide full-service bookkeeping including system setup, budget management, payroll coordination, financial reporting, and disaster recovery planning.
How can you help small business owners?
We streamline financial operations, reduce time spent on bookkeeping tasks, and provide organized financial records to help business owners focus on growth.
Do you work with accountants and CPAs?
Yes, we collaborate with tax professionals by maintaining organized client records and providing instant access to financial reports.
What areas do you serve?
We primarily serve Westchester County, NY and surrounding areas with both on-site and virtual service options.
How do you ensure data security?
We use secure database systems with controlled access to protect client financial information and maintain confidentiality.
What experience do you have?
Our team has over 20 years of experience managing financial operations for regional and national firms, including KPMG-audited systems.
