Client Accounting Services in New Jersey
Outsourced accounting run by a CPA: monthly close, payroll, reporting, controls and software set-up for owner-run and mid-sized NJ businesses.
Client accounting services means we run your accounting function, or the parts of it you want to hand over. The books are closed every month, payroll and filings are prepared and checked before they go out, and you receive financial statements a CPA has reviewed. We work as if the business were our own: we take ownership of the numbers rather than waiting to be asked.
Who we work with
Owner-run companies that need a complete accounting department without hiring one, and established mid-sized businesses with their own finance staff who want experienced oversight, a monthly review or help with a system change. You don’t need to be founder-led to work this way, only to want your finance function owned and run well.
What you can count on
- Accurate numbers. Every bank, card and loan account reconciled every month, and each month’s financial statements checked by a CPA before they reach you.
- Reports on time. Your monthly reporting package arrives on the schedule agreed in your engagement letter.
- Stewardship. Approval workflows, segregation of duties and fraud-risk checks, backed by Certified Fraud Examiner training. We look after your money the way you would.
- One accountable firm. The firm that closes your books also prepares your returns and advises on tax, so nothing is lost between vendors.
What’s included
- Monthly close: reconciliations, accruals, adjusting entries and a close checklist.
- Bills and invoices: accounts payable approval and payment runs, invoicing and collections follow-up.
- Payroll: processing, tax filings in every state where you have staff, W-2s and 1099s.
- Financial reporting: profit and loss, balance sheet, cash flow and the key measures for your business.
- Sales tax filings and multi-state registrations.
- Year-end work: business tax returns, or a clean handover to your auditors.
Systems and staff
We set up, clean up and connect QuickBooks Online and the other software you use: bank feeds, bill pay, payroll, expense apps, point-of-sale and inventory systems. If you have in-house accountants, we train them on month-end close, reconciliations and reporting so your team gets stronger over time. Where it saves real time, we add automation and AI tools to the workflow.
Related services
- Small business bookkeeping, payroll and tax in one firm
- Nonprofit accounting and Form 990
- CFO advisory for forecasting and decision support on top of the books
Frequently asked questions
What is the difference between client accounting services and bookkeeping?
Bookkeeping records transactions. Client accounting services covers the whole accounting function: the close, payroll, controls, reporting and the review that makes the numbers reliable enough to make decisions with, overseen by a CPA.
We already have an accountant on staff. Can you still help?
Yes. You can keep your in-house accountant and use us for the monthly review, the harder entries, payroll tax compliance, training and system changes.
How is pricing set?
A fixed monthly fee based on transaction volume, payroll size and the reporting you need, agreed in writing before we start.