New York · Bookkeeping Services
New York bookkeeping services — clean books, same bookkeeper, every month.
Monthly bookkeeping, cleanup, and catch-up for New York businesses — every account reconciled, NYC sales tax tracked, and CPA-ready statements delivered monthly by your TechBrot team, with every close reviewed by a Certified QuickBooks ProAdvisor in your own QuickBooks file. Fixed-fee, all 62 counties.
New York rule: a sales-tax vendor must begin filing monthly returns once its taxable sales plus purchases subject to use tax reach $300,000 in any quarter; the books report taxable sales by quarter so the switch is caught in time. Source: NYS Tax Department, TB-ST-275.
If your file needs our paid diagnostic first, its fee is credited in full against the cleanup. Either way, you get a fixed fee in writing before any work starts.
Accounting, cleanup, advisory — delivered by TechBrot, in your own QuickBooks file.
They took something that felt overwhelming to me as a first-year business owner and made it simple.
What stood out the most was TechBrot Inc’s attention to detail.
Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification, held by TechBrot’s senior reviewer (verification on request) · TechBrot, Inc. · Delaware corporation · est. 2023
Certifications
Current certifications held by TechBrot’s senior reviewer: Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification — verification on request. Intuit’s ProAdvisor program becomes Intuit ProPartner Accountants in early 2027; the certifications continue.
The short version.
New York bookkeeping services from TechBrot keep every bank, credit-card and merchant account reconciled each month in your own QuickBooks file, with sales tax tracked at the NYC 8.875% combined rate and CPA-ready statements at month end. Monthly bookkeeping runs $500–$2,500+/mo; a behind file starts with cleanup.
Complete monthly bookkeeping, not a partial service.
Every engagement is scoped to your business and delivered in your own QuickBooks file by your TechBrot team.
Transaction categorization & reconciliation
Every bank, credit-card, and merchant account categorized correctly and reconciled to statement, with accounts payable and receivable kept current — the foundation everything else depends on.
Clean chart of accounts
A chart of accounts structured for your New York business so your reports are meaningful and tax prep is painless — built right from the start or rebuilt during cleanup.
NYC & NY State sales tax tracking
Destination-based sales tax tracked inside QuickBooks — including NYC’s 8.875% combined rate — so your quarterly New York return reconciles to the books. We prepare the numbers; you or your CPA file through NYS Web File.
Monthly financial statements
A profit & loss, balance sheet, and cash-flow statement you can actually read — delivered on a predictable monthly cadence, not scrambled together at year-end.
Year-end CPA handoff
Clean, documented, reconciled books delivered to your CPA at year-end — faster, cheaper, audit-ready filing, with us coordinating directly so nothing falls between you and your accountant.
Why New York businesses keep their books with us.
Books prepared by your senior bookkeeper and reviewed against TechBrot’s written close standard, a fixed fee agreed in writing before any work starts, and the same bookkeeper on your file month after month. No fabricated outcomes — just how the engagement is built. How we work →
Checked before delivery
Books reviewed before delivery — not a first-year hire learning on your file.
62 counties
Served remotely across all of New York — the five boroughs, Long Island, and upstate — in your own QuickBooks Online file.
Your TechBrot team
Your senior bookkeeper is assigned to your file, and every close is reviewed against TechBrot’s written close standard.
Free to start
The discovery call and books review cost nothing, and you get a fixed-fee scope in writing before any work begins.
What we do — and what we don’t.
TechBrot bookkeeping
- Monthly bookkeeping, reconciliation & financial statements
- Cleanup & catch-up to a CPA-ready standard
- NYC & NY State sales tax tracking and prep
- QuickBooks management — Online (default) & Desktop
- Year-end handoff to your CPA
Your CPA
- Files your New York & federal income-tax returns
- Files the NYC UBT return; represents you before tax authorities
- Formal tax planning & opinions
- We coordinate directly — bookkeeper vs accountant →
What a New York monthly close has to capture.
A monthly close is only useful if it produces what New York will actually ask for. These four are what the close carries here, so the filings come out of the books rather than being rebuilt around them.
The MTA surcharge kept separate
The close reports the three components, because the return needs them apart.
NYC-source activity identified
So UBT is a calculation rather than an archaeology project.
Trust reconciled per client
Every period, with operating funds never touching it.
Functional expense split maintained
Built monthly so CHAR500 and the 990 both come out of the books.
Figures maintained against New York’s own published sources. The national method is on monthly bookkeeping →; the New York picture is on the New York page →.
Four steps to clean books.
Every New York engagement follows the same rhythm — books accurate first, monthly cadence second, advisory third.
- Step 1
Books review
A free discovery call and a look at your current books and your New York situation — volume, accounts, sales-tax exposure, and where things are breaking. No pitch.
- Step 2
Written scope
A fixed-fee proposal within 3 business days — cleanup, monthly bookkeeping, or both — with the price in writing before any work starts.
- Step 3
Cleanup if needed
If your books are behind or messy, your senior bookkeeper gets the file accurate and reconciled to a CPA-ready standard first.
- Step 4 ✓
Monthly cadence
The same bookkeeper, the same file, every month — reconciled accounts, sales tax tracked, statements delivered, with a clean year-end handoff to your CPA.
Automation handles the data entry. We handle the judgment.
Bank feeds can import a transaction; they can’t tell you a customer is slow-paying, a margin is shrinking, or cash will tighten before a sales-tax payment comes due. Clean books are the foundation — judgment is the value.
Once your New York books are solid, the question shifts from “are the books right?” to “what do they tell me to do next?” That’s where fractional-CFO advisory turns reconciled books into cash-flow planning and real decisions. Explore fractional CFO & advisory →
Checked against the NYC Department of Finance and the New York State Department of Taxation and Finance.
Your TechBrot team.
Every engagement runs on three roles: a client advisor who scopes it and stays your point of contact, a bookkeeper who prepares your setup and monthly close in your software, and a Certified QuickBooks ProAdvisor who reviews every close before it reaches you. A senior bookkeeper is available on request, including a U.S.-based bookkeeper whose public directory profile we can share with you.
Specialists when your books need them.
Senior bookkeepers who specialize in rental portfolios and Xero, and specialist partner practices for trust accounting for law firms and CFO advisory. We bring the right one onto your engagement when your business calls for it, under the same standards and review.
Around the engagement.
New York small-business accountant
Bookkeeping is the monthly work; this is the person who reads it back to you — what a New York small-business accountant does beyond keeping the books current, and when you need one.
Around New York.
New York QuickBooks ProAdvisor & bookkeeping
The state page: services, industries, cities and the New York tax terms in one place.
Bookkeeping services, nationally
The national engagement this page is the New York version of — same scope, same written fixed fee.
Also in New York: Monthly bookkeeping · Cleanup & catch-up bookkeeping · QuickBooks cleanup · QuickBooks setup · QuickBooks accountant · Small-business accountant · Sales-tax records · Catch UP Bookkeeping · QuickBooks migration · QuickBooks reconciliation · QuickBooks training · State Tax Notice Help · Urgent bookkeeping · Industries.
New York cities: Buffalo · Brooklyn · Queens · every New York city page — served remotely, in your own QuickBooks file.
Not sure where your file stands? Start with the free QuickBooks file review · how New York compares: state-by-state tax quirks.
New York bookkeeping services questions.
What do New York bookkeeping services actually include?
How much do bookkeeping services cost in New York?
Do I need a bookkeeper or an accountant for my New York business?
Can you clean up my books before starting monthly service?
Do you handle New York and NYC sales tax in the books?
What QuickBooks version do you work in?
How do we start New York bookkeeping services?
Talk to a client advisor
One call tells you exactly where your books stand.
Tell us what’s wrong with the books. We’ll tell you whether cleanup, catch-up or monthly bookkeeping fits.
We reply within one business day · Written fixed-fee scope within 3 business days of your call · No hourly billing
- You talk to a client advisorSomeone who scopes QuickBooks work every day and stays your point of contact.
- We review your fileWe look at what’s actually in your QuickBooks and what it needs.
- You get a written scopeA written scope you can accept, change or decline.
Ready for New York bookkeeping you don’t have to think about?
Tell us where the books stand, and we’ll tell you which engagement fits.