Full Charge Bookkeeping

CFO Sharing (flat rate plan)

Virtual Admin Assistant

The Pocketbookkeeper, is not a CPA firm and does not prepare personal and corporate income tax returns. Instead, we provide a complete and accurate set of books and records to your CPA for tax preparation, including working closely with your CPA to help implement tax planning strategies.

Discover the benefits of having a professional manage or assist you in your business accounting needs.

Accounting Services (Monthly, Quarterly or as needed)

  • Bookkeeping
  • General Ledger
  • Accounts Receivable
  • Accounts Payable
  • Sales Tax Returns
  • Financial Statement Preparation



Payroll Services

  • Payroll Preparation
  • Payroll Deposits
  • Payroll Tax Returns
  • W-2’s and Year-end Reporting
  • 1099’s
  • Tax Services
  • Business Income Tax Returns
  • Individual Tax Returns


Other Services

  • Business Set-up
  • Accounting Software Training
  • Clean up Accounting Software
  • Free Pickup and Delivery


QuickBooks Paperless Services

  • Attach scanned source documents to any of the 26 different QuickBooks transactions
  • File and retrieve documents from within QuickBooks
  • Eliminate cost of filing and storing documents physically and create a paperless office
  • Save time retrieving documents – no more searching for folders or documents
  • Avoid problems with misfiled, damaged, and lost documents
  • Using NEAT scanner we can also scan any documents you need to keep all your files organized and neat


We Help

  • Restaurants
  • Systems design and installation
  • Non profits
  • Individuals
  • Retail stores (online and physical locations)
  • Real Estate (Realtors and more)
  • Investors
  • Property Management
  • Fitness Centers
  • Oil companies
  • Engineering
  • nterior Design
  • General Contractors and Trades
  • IT and support companies