Starter
$500–$700/month
For: up to about 30 transactions a month, one or two accounts, no payroll.
- Monthly reconciliation & categorization
- Monthly P&L, balance sheet, cash flow
- A senior bookkeeper on your file
- Year-end CPA handoff package
New York · Monthly Bookkeeping
New York monthly bookkeeping — books closed every month, on time.
Recurring monthly bookkeeping for New York businesses — real reconciliations, a full monthly close, and a financial package (P&L, balance sheet, cash flow) by the 15th, once your statements and documents are in. NYC and NY sales tax verified each month, all in your own QuickBooks file, prepared by a senior bookkeeper matched to your industry and software, or by a specialist partner practice when your books need one, across all 62 counties.
New York rule: the combined sales tax rate is the state rate (currently 4%) plus any local rate, and the locality where an item is delivered usually sets the local rate; QuickBooks carries each delivery location’s rate. Source: NYS Tax Department.
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.
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.
§In short
The short version.
New York monthly bookkeeping closes your books every month in your own QuickBooks file: every bank and card account reconciled to its statement, AP and AR kept current, payroll and New York sales tax verified, and a P&L, balance sheet and cash-flow statement by the 15th, once your statements and documents are in. The fixed fee is $500–$2,500+/mo.
§Is monthly the right engagement?
Signs you need monthly bookkeeping in New York.
01
Past DIY
Your business is past the DIY-bookkeeping stage.
Self-managing the books worked when the business was small. Now the time, the errors, and the missed insights cost more than a professional bookkeeper would — and the books quietly slip behind.
02
Real-time numbers
You need monthly numbers, not just year-end ones.
If you’re only seeing financials at tax time, you’re flying blind 11 months a year. A monthly close gives you real numbers to make decisions on while they still matter.
03
CPA-ready
Your CPA needs clean books to file efficiently.
CPAs charge significantly more when they have to clean up your books at tax time. Monthly bookkeeping delivers a reconciled year-end package they can file directly from.
04
Post-cleanup
You just finished cleanup or catch-up.
The natural next step. Monthly keeps the books in the state cleanup just delivered — the same bookkeeper continues wherever possible.
05
Watched numbers
A lender, board, or investor is watching the numbers.
SBA loans, lines of credit, investors, and boards all need timely monthly financials. A monthly close is what makes that reporting credible and on time.
06
Unreliable bookkeeper
Your current bookkeeper is unreliable or non-responsive.
No named contact, late or missing deliverables, no one who knows your file. A senior bookkeeper and a package by the 15th, once your statements and documents are in fix all three.
§The monthly cadence
What every month actually looks like.
Same shape every month. You always know where your books are and when you’ll see them.
- Days 1–5
Source documents flow in
Bank feeds sync. Statements drop. Payroll runs reconcile. Receipts and supporting documents arrive through the secure portal — so the month’s raw data is complete before the close work begins.
- Days 6–10
Categorization & reconciliation
Your senior bookkeeper categorizes transactions, reconciles every bank and credit-card account against the actual statements, investigates anomalies, and escalates anything that needs your input before it can be closed.
- Days 11–14
Close, review, statements
Month closed. Quality review against the operating standard. P&L, balance sheet, and cash flow statement generated, with variances and plain-English commentary prepared alongside them.
- Day 15 ✓
Financial package delivered
The monthly close package is delivered to you — reviewable in the portal, downloadable, and ready to share with your CPA, board, or lender. Same shape every month, on the same date.
§Every month, every engagement
What you get, every month.
Every TechBrot monthly engagement delivers these workstreams. Larger New York engagements layer additional services on top.
Included in every engagement
- Bank account reconciliation
- Credit card reconciliation
- Transaction categorization
- Bank rules maintenance
- Undeposited funds clearing
- Monthly P&L statement
- Monthly balance sheet
- Monthly cash flow statement
- Variance commentary
- Your client advisor is your point of contact
Layered on as scope requires
- Accounts payable management
- Accounts receivable management
- Payroll processing & verification
- New York sales tax tracking & verification
- 1099 preparation (information returns, not income-tax returns)
- Multi-entity consolidation
- Inventory & COGS tracking
- Quarterly business reviews
- Year-end CPA handoff package
- KPI & lender reporting
Sales tax is tracked and verified in the books and reconciled for filing; your CPA (or you) files the return through NYS Web File.
§Virtual and remote
A virtual bookkeeper for New York: how remote monthly bookkeeping works
“Virtual” is how the monthly close on this page is delivered, not a lighter version of it. The work happens in your own QuickBooks file, primarily QuickBooks Online, with hosted Desktop supported where a business needs it: bank and card data arrive through read-only feeds, receipts and statements go to a shared folder you own, and the month’s numbers are walked through on a video call. You are the primary admin of your own QuickBooks file and can see every user and the audit log. Your books are prepared by a senior bookkeeper matched to your industry and software, or by a specialist partner practice when your books need one. Every close is reviewed before it reaches you.
Two New York obligations run through every remote close:
- Sales tax by delivery location. The combined rate is the state rate (currently 4%) plus any local rate imposed by a city, county or school district, an additional 0.375% applies to taxable sales within the Metropolitan Commuter Transportation District, and the locality where the item is delivered usually determines the local rate (NYS Department of Taxation and Finance). QuickBooks carries the rate for each delivery location, and the liability is reconciled each month so the return ties to the books.
- The NYC Unincorporated Business Tax. Unincorporated businesses include trades, professions and certain occupations of an individual, partnership or LLC, and a 4% rate is charged on taxable income allocated to New York City (NYC Department of Finance). The books keep income and expenses structured so your CPA can allocate and file it accurately.
TechBrot does not prepare or file tax returns; we work with your CPA or EA.
§Pricing scope
Fixed monthly fee, written scope, no hourly billing.
Every monthly engagement is priced against a written scope. New York engagements are priced in four tiers, by volume and complexity.
Core
$700–$950/month
For: about 31 to 100 transactions a month, up to four accounts.
- Everything in Starter
- More accounts and volume reconciled each month
Standard
$950–$1,400/month
For: about 101 to 500 transactions a month, up to about six accounts, payroll recorded.
- Everything in Core
- Payroll & NY sales-tax verification
- AP / AR upkeep
- 1099 preparation (information returns, not income-tax returns)
- Variance commentary
- Quarterly business review
Complex
$1,500–$2,500+/month
For: 501 to 1,000 transactions a month, up to about ten accounts; inventory, several entities and several states are priced as add-ons.
- Everything in Standard
- Multi-entity consolidation
- Inventory & COGS tracking
- Multi-state sales tax
- Investor / lender reporting
- Monthly KPI dashboard
Final pricing is determined by the diagnostic. An engagement can include a one-time onboarding fee covering setup, file review, and first-month verification. See TechBrot pricing for full detail.
§The advisory line
Automation handles the data entry. We handle the judgment.
A bank feed can import a transaction, but it can’t tell you whether margins are slipping, whether a New York sales-tax accrual will survive an audit, or whether cash will cover next month’s payroll. A monthly close turns raw data into numbers you can run the business on — the judgment layer is where the value is.
When monthly bookkeeping isn’t enough, fractional-CFO advisory builds forecasting, KPIs, and board-ready reporting on top of the clean monthly base. Explore fractional CFO & advisory →
Checked against the New York State Department of Taxation and Finance.
§Who performs the work
Introduced once you sign, checked before it reaches you.
Every close is reviewed before it reaches you. You’ll know exactly who is closing your books, how to reach them, and what credentials they hold. Quality review by TechBrot backs every monthly close against TechBrot’s published operating standards. The result is a close you can set your calendar by. See New York bookkeeping services or our trust & methodology.
The standard, every file
- Certification. Led by a Certified QuickBooks ProAdvisor — Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification
- Scope. Bookkeeping & QuickBooks work · New York sales tax tracked/verified · income-tax filing coordinated with your CPA/EA
- Engagement. Fixed monthly fee, written scope before work · delivered in your own QuickBooks file
Who works on your books
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.
§Related services
Monthly is usually the destination after another engagement.
Bookkeeping cleanup
If the books are messy or wrong, cleanup comes first — then transition to monthly with the same preparer, without losing context.
New York bookkeeping services
The full picture — the hub for every TechBrot bookkeeping service in New York, of which monthly is the recurring core.
New York sales tax help
NYC’s 8.875% combined rate, destination-based filing, and reconciling accruals each month — verified as part of the monthly close.
Fractional CFO
When monthly bookkeeping isn’t enough — forecasting, KPI reporting, and board-ready financials on top of the clean monthly base.
Monthly bookkeeping checklist
The month-end sequence — every bank and card account reconciled, bills and invoices current, payroll tied out — in the order that catches errors earliest.
Bookkeeping cost calculator
An estimate of the monthly fee from your transaction volume, accounts, and payroll — the same inputs a written scope uses.
§Around this page
Around New York.
New York QuickBooks ProAdvisor & bookkeeping
The state page: services, industries, cities and the New York tax terms in one place.
Monthly bookkeeping, nationally
The national engagement this page is the New York version of — same scope, same written fixed fee.
Also in New York: Bookkeeping services · 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.
§Questions
New York monthly bookkeeping questions.
How much does monthly bookkeeping cost in New York?
Pricing depends on transaction volume, account count, payroll, New York sales tax, and entity complexity. There are four tiers: Starter $500–$700/mo, Core $700–$950/mo, Standard $950–$1,400/mo and Complex $1,500–$2,500+/mo. Every engagement is a fixed monthly fee against a written scope, never hourly — for a quote, book a free call or dial (877) 751-5575. See the pricing section for tier details.
When do I receive my monthly financial package?
By the 15th of the following month, once your statements and documents are in. For example, January books close and the January financial package is delivered by February 15. Complex multi-entity or inventory engagements take longer; your written scope sets the date. The timeline is set in your written scope.
Do I need cleanup or catch-up before starting monthly?
Monthly bookkeeping starts from a known-current state. Books that are behind but structured need catch-up first; messy or inaccurate books need cleanup first. After cleanup or catch-up, you can move straight to monthly with the same bookkeeper, without losing context.
How do you handle New York and NYC sales tax in a monthly engagement?
Each month we track and verify your sales-tax liability in the books — including NYC’s 8.875% combined rate where it applies and destination-based rates for businesses selling across New York — and reconcile it so your return is accurate. TechBrot is a bookkeeping and advisory firm; we prepare the numbers and coordinate with your CPA, who files.
Who actually closes my New York books each month?
A senior bookkeeper on your file, and every close reviewed by a Certified QuickBooks ProAdvisor before it reaches you, working under TechBrot’s brand, standards, and infrastructure. Your client advisor is your point of contact. The same bookkeeper stays on your file wherever possible; any change needs your written approval. That includes .
Will my CPA be able to file from the monthly package?
Yes. Monthly close produces CPA-ready financial statements reconciled to source documents, plus a year-end package designed to hand directly to your CPA. Because the books are closed every month, your CPA isn’t cleaning up at tax time — they file from numbers that are already reconciled.
What is a virtual bookkeeper and how does it work in New York?
A virtual bookkeeper does everything an in-house bookkeeper does — categorizing transactions, reconciling accounts, producing statements, tracking sales tax — delivered remotely through cloud QuickBooks. For a New York business, the monthly close on this page runs in your own QuickBooks file, with no one needed on-site; your books are prepared by a senior bookkeeper matched to your industry and software, or by a specialist partner practice when your books need one, with every close reviewed by a Certified QuickBooks ProAdvisor before it reaches you.
Can a virtual bookkeeper handle NYC sales tax and the UBT?
Yes. Sales tax is tracked in QuickBooks at the rate for each delivery location — the 4% state rate plus the local rate, and the 0.375% MCTD rate where it applies — and the books keep income and expenses structured so your CPA can file the NYC Unincorporated Business Tax accurately. None of that needs an office visit. We keep the books; we do not file the returns.
Talk to a client advisor
One call tells you exactly where your books stand.
Tell us how the books run today. We’ll tell you what a monthly engagement needs to cover.
We reply within one business day · Written fixed-fee scope within 3 business days of your call · No hourly billing
What happens when you call
- 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.
Let’s scope a New York monthly engagement.
What happens after you call.
1. We talk for up to 30 minutes. You tell us where the books stand; we ask the questions that decide the scope. No charge.
2. We look at the file if we need to. You add us as an accountant user in your own QuickBooks file, and you can remove us at any time. If the file cannot be priced without working inside it, we say so and propose the paid diagnostic, whose fee is credited in full against the cleanup.
3. You get a fixed fee in writing. What we will fix, what you will receive and one fixed fee. Nothing starts until you accept it.