Bookkeeping Services for Small Businesses in Suffolk County

Looking for bookkeeping services in Suffolk County from a trusted CPA team? Based in Port Jefferson Station and St. James, we deliver small business bookkeeping that keeps your records clean, your QuickBooks current, and your decisions data-driven—so you can focus on customers from Setauket to Smithtown and across Long Island.

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Clean, Organized Books—Month After Month

Accurate books are the backbone of a healthy business. We record transactions, reconcile bank and credit card accounts, categorize income and expenses correctly, and keep your general ledger audit-ready—all with CPA oversight for year-end tax efficiency.

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Monthly, Quarterly, or As-Needed Support

Pick the cadence that fits your operation. Whether you need ongoing monthly accounting services or a quarterly tune-up, we keep you current and confident.

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Bank/credit card reconciliations and GL review

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Income/expense categorization with CPA-level oversight

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Accounts receivable and accounts payable tracking

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Sales tax summaries and support for NYS filings

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1099 vendor setup and year-end reporting

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Catch-up and clean-up bookkeeping to fix legacy issues

QuickBooks Setup & Ongoing Help

Most clients run QuickBooks Online or Desktop—we’ll set it up the right way from day one. That includes a clean chart of accounts, bank feeds, item lists, classes, and custom reports that actually make sense for your shop or practice in Port Jefferson, St. James, Nesconset, or Mount Sinai.



If your file is messy, we’ll untangle duplicates, reclassify entries, and train your team to keep it clean. Need periodic QuickBooks bookkeeping help? We offer scheduled check-ins and on-call support.

Financial Reporting That You’ll Actually Use

You’ll receive clear monthly reports—profit & loss, balance sheet, and cash-flow—plus brief notes highlighting what changed and what to watch. We can tailor views by location, class, or service line, so your decisions match reality on the ground in Suffolk County.

Save Time, Reduce Errors, and Be Tax-Ready

Outsourcing to a Long Island CPA means your records stay accurate and your tax deductions are categorized correctly throughout the year—no scramble each March. From salons and contractors to retailers and professional practices, we tailor workflows to your industry and budget. When tax season arrives, clean books make filing faster and more complete.