Bookkeeping Services for Small Businesses
Serving businesses in New Jersey and across the United States through secure cloud-based bookkeeping and advisory services.
What you get every month
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Guidance From a CFO
Work with a practicing CFO who helps you understand the numbers behind your business.
Professional monthly bookkeeping for small businesses and self-employed owners — clean, up-to-date books and clear monthly reports, managed personally by a Group CFO with 23+ years of experience.
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Tax-Ready Year Round
Stay organized and prepared for tax season — no last-minute surprises.
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Understand your profit, cash flow, and financial position with easy-to-read reports.
Clear Monthly Reports
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Accurate, Reconciled Books
Every transaction categorized correctly and every account reconciled.
Simple monthly packages — choose what fits
Growth
$650 /mo
Includes:
✓ Everything in Starter
✓ Up to 5 financial accounts
✓ Accounts Receivable & Accounts Payable tracking
✓ QuickBooks management
✓ Monthly financial review call
✓ Quarterly tax planning check-in
✓ CFO insights on business performance
✓ Priority email support
Perfect for:
• Growing small businesses
• Agencies & consultants
• Multi-member LLCs
CFO Advisor $1,500 /mo
Includes:
✓ Everything in Growth
✓ Monthly CFO strategy session
✓ Cash-flow forecasting
✓ KPI dashboard & financial metrics
✓ Budget vs. Actual analysis
✓ Profitability analysis by service or product
✓ Tax-saving opportunity reviews
✓ Direct access to your CFO advisor
Perfect for:
• Businesses ready to scale
• Companies over $750K+ revenue
• Owners who need financial strategy
Frequently Asked Questions
Do you provide bookkeeping services outside New Jersey?
Yes. While I'm based in Marlboro, New Jersey, I work remotely with small business owners and entrepreneurs across the United States using secure cloud-based systems.
What bookkeeping software do you use?
I specialize in QuickBooks Online. If you're not currently using QuickBooks, I'll help you set up, customize, and manage your account from day one.
My bookkeeping is several months behind. Can you help?
Absolutely. I offer catch-up and cleanup bookkeeping services to organize past transactions, reconcile accounts, and bring your books up to date before moving into ongoing monthly bookkeeping.
Do you also prepare tax returns?
Yes. TaxesZenPro provides bookkeeping, tax preparation, and year-round tax planning, giving you one trusted partner for both your financial records and tax strategy.
How often will I receive financial reports?
You'll receive monthly financial reports, including a Profit & Loss Statement and Balance Sheet, so you always know where your business stands.
What types of businesses do you work with?
I work with freelancers, consultants, LLCs, agencies, contractors, e-commerce businesses, and other small businesses looking for reliable bookkeeping and financial guidance.
Areas We Serve
Based in Marlboro, NJ, I provide bookkeeping and accounting services to small businesses and self-employed professionals across Monmouth and Middlesex County — including Marlboro, Manalapan, Freehold, Old Bridge, Holmdel, Colts Neck, Matawan, Aberdeen, Howell, and East Brunswick.
Not local? No problem — I work with clients across the United States through secure, cloud-based bookkeeping.