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QuickBooks Bookkeeping Services Save You Time and Money

Bookkeeping is typically a time-consuming and often frustrating task--a "necessary evil" that distracts you and your staff from focusing on your products, services, and customers.

Monthly Financial Statement Preparation Tax Return Preparation
Bank Account Reconciliation Sales Tax Preparation
Unlimited Phone and Email Consultation Annual Report
Payroll AR and AP Tracking
CFO Assistance on Demand Cash-flow Management
Tax Planning and Projections Budgeting Assistance

With Schwartz & Associates as your outsourced bookkeeper and CPA, all you have to do is send us your documents and we will keep your books for you on QuickBooks. We prepare your bank account reconciliations, monthly close-outs and review and send your financial and management reports within 15 days of receiving all the information from you.

Schwartz & Associates is your team of tax and QuickBooks bookkeeping experts, offering you:

  • 24/7 online access to your accounting information
  • CPA review of financial and management reports
  • Peace of mind come tax time
  • Accurate and up-to-date financial records

Your records are protected with 24/7 back-up so you never have to worry if disaster strikes, and your data is fully protected and secured as required by the Graham-Leach-Bliley Act.

Questions? Click here
for frequently asked questions.

How it works: When you choose us as your bookkeeper, we download your bank statements or receive a hard copy from you or your bank, collect sales information and other financial account statements such as your credit card and line-of-credit statements. Next, we enter each transaction into QuickBooks and reconcile the various accounts. We close out each month with a formal process that is CPA reviewed and send you financial and management reports.
Each month you receive: With the Monthly Bookkeeping Service, you receive a detailed general ledger, reconciled bank statements, a balance sheet and income statement. We will also prepare sales tax returns.

At Year End: We prepare year-end summary statements and a complete package of IRS and State business returns, ready to file. And, we are here to provide professional guidance when you need help or just have a question. You get the peace of mind of knowing that the backbone of your business is accurate, organized and current.


Ready to learn more about how our outsourced accounting and bookkeeping services can benefit your business?

Ready to get started?

Contact us at 856.232.1111 or click here to contact us.

We offer a free 30-minute initial consultation.