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 a named Certified ProAdvisor in your own QuickBooks file. Fixed-fee, all 62 counties.
Accounting, cleanup, advisory — we match the right expert to your books.
Certified by Intuit
Real credentials held by our firm and operators — verification available on request.
The short version.
New York bookkeeping services from TechBrot keep your books clean, current, and reconciled — every bank, credit-card, and merchant account categorized, NYC sales tax tracked, and CPA-ready financial statements produced monthly by a named Certified ProAdvisor on the same file. Behind or messy? A one-time cleanup or catch-up comes first, then ongoing monthly bookkeeping. Fixed-fee against a written scope ($400–$2,500+/mo monthly; cleanup $1,500–$15,000+). We run the books in QuickBooks Online — in your own file — and coordinate with your CPA. We’re not a CPA firm: we deliver the books; your CPA files. All 62 New York counties, NYC to upstate.
Reviewed by the Certified QuickBooks ProAdvisor team at TechBrot Inc., an independent firm — not affiliated with Intuit Inc. New York and NYC sales-tax references (including the NYC 8.875% combined rate) and NYC UBT references reflect rules current as of the review date and are reviewed periodically; TechBrot does not file NY State or NYC taxes.
New York bookkeeping services, in five questions.
What are New York bookkeeping services?
New York bookkeeping services are the ongoing recording, reconciling, and reporting of a New York business’s finances — bank and card reconciliation, a clean chart of accounts, AR/AP tracking, NYC and NY State sales tax tracking, and monthly CPA-ready statements. TechBrot delivers them fixed-fee in your own QuickBooks Online file, with a named Certified ProAdvisor on the same file every month.
What do they cost in New York?
Ongoing monthly bookkeeping runs $400–$2,500+/mo by transaction volume, number of accounts, and complexity — not by the hour. If you’re behind, a one-time cleanup ($1,500–$15,000+) or catch-up ($2,000–$20,000+) comes first. All fixed-fee, priced in writing before work begins. See New York pricing.
Bookkeeper or accountant — which do I need?
Most New York businesses need bookkeeping first (clean, current, reconciled books) and a CPA second (filing, tax strategy). TechBrot does the bookkeeping and QuickBooks work and coordinates with your CPA, who files. Not sure which you need? That’s exactly what the discovery call sorts out.
Can you clean up my books first?
Yes — the standard path is a one-time cleanup or catch-up to a CPA-ready standard, then ongoing monthly service so the books never drift again. You’re never left with a half-fixed file.
Same bookkeeper every month?
Yes — a named Certified ProAdvisor stays on your file, not rotated, anonymous staff. Continuity is why errors get caught early and the books reflect how your New York business actually runs.
Complete monthly bookkeeping, not a partial service.
Every engagement is scoped to your business and delivered in your own QuickBooks file by a named Certified ProAdvisor.
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.
No fabricated outcomes — just how the engagement is built. These are the things New York owners tell us made the difference.
Team experience
Books reviewed by a team with decades of combined operational accounting experience — 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.
One named bookkeeper
A named Certified ProAdvisor stays on your file every month — never rotated, anonymous staff.
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 →
Four steps to clean books.
Every New York engagement follows the same rhythm — books accurate first, monthly cadence second, advisory third.
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.
Written scope
A fixed-fee proposal within 3 business days — cleanup, monthly bookkeeping, or both — with the price in writing before any work starts.
Cleanup if needed
If your books are behind or messy, your named Certified ProAdvisor gets the file accurate and reconciled to a CPA-ready standard first.
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 →
Reviewed by the TechBrot Certified ProAdvisor team.
Reviewed and maintained by the accounting team at TechBrot Inc., an independent Certified QuickBooks ProAdvisor and bookkeeping firm serving New York businesses remotely across all 62 counties. Pricing reflects TechBrot’s New York engagement ranges; New York and NYC sales-tax references — including the NYC 8.875% combined rate — reflect rules current as of the date below and are reviewed periodically against the NY Department of Taxation & Finance and the NYC Department of Finance. TechBrot provides bookkeeping and QuickBooks work and coordinates with your CPA, who files; we do not file NY State or NYC income-tax or UBT returns and do not represent clients before tax authorities.
Reviewer
Certified QuickBooks ProAdvisor team · decades of combined operational accounting experience
Standards
Fixed-fee, written scope before work · delivered in your own QuickBooks file
Out of scope
No tax-filing or representation claims · income-tax and UBT filing coordinated with your CPA/EA
Independence
Independent Certified QuickBooks ProAdvisor firm · Not affiliated with Intuit Inc.
Talk to a ProAdvisor
One call tells you exactly where your books stand.
No form, no sales script. You speak with a Certified QuickBooks ProAdvisor who has looked at files like yours — and you get a written fixed-fee scope within one business day.
(877) 751-5575Mon–Fri · we reply the same business day
- You talk to a ProAdvisorA real Certified QuickBooks ProAdvisor — not a call centre.
- We review your fileWe look at what’s actually in your QuickBooks and what it needs.
- You get a written scopeA fixed fee in writing within 3 business days. Then you decide.
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?
Will the same person handle my books every month?
What QuickBooks version do you work in?
How do we start New York bookkeeping services?
Ready for New York bookkeeping you don’t have to think about?
Book a free books review. We’ll tell you honestly whether you need cleanup, monthly service, or both, and send a written fixed-fee quote within 3 business days. No pitch. Independent firm — does not file NY/NYC taxes; coordinates with your CPA.