Bookkeeping Solutions for Independent Businesses
Services
The real value behind our service is the time and peace of mind we give back to our fellow business owners
Bookkeeping and Advising
Keeping clean books is vital to any successful business. It requires keen attention to detail, daily maintenance, and experience.
Beyond just “managing your books” we will help you understand every number on your balance sheet, income statement and statement of cash flow.
Payroll
Partnering with a variety of payroll processors, we offer full-service payroll management for your company, ensuring consistent and timely delivery of funds to your employees on a weekly or biweekly basis. All payroll taxes filed and paid according to federal and state requirements with reports available at your fingertips.
Other Services
- Sales tax set up and filing
- Workers comp audits
- Disability insurance audits
- Accounting software setup
- Start-up/new business consulting
- 1099 Filing
- Business budgeting and forecasting
- Business plans
Accounts Receivable (AR)
Bills, bills, and more bills … there’s no escaping them. Put the pile on our desk, and we will manage it all.
Accounts Payable (AP)
Let’s help you get paid too. We stay on top of your invoicing, ensuring you avoid leaving money on the table.
Cleanup
We get it. Things happen, and the books are “sort of managed.” We will get you back on track in time for filing your taxes.
Industries Served
Our expertise can be applied to a wide range of industries and business types
Restaurant & Hospitality
Medical Communications
Catering & Events
Real Estate Investing & Development
Professional Consulting
Construction & Contractors
Property Management
About Us
Justin Montgomery – President
Justin’s background in small business ownership includes two restaurants, a tech start-up, and a consulting business, bringing a genuine “I’ve been in your shoes” approach to everyone he works with.
“I started learning, and truly sinking my teeth into the fundamentals of bookkeeping and accounting during my nine-year tenure as the owner/operator of Harper’s Restaurant in New York’s lower Hudson Valley. I created ‘Bookkeeping Solutions for Independent Businesses’ once I realized how much I genuinely enjoyed the bookkeeping side of things and made the conscious decision to pivot into the industry full time.”
True professional partner!!
“I have been working with Justin for +18mon as he helped to formalize our young organizations financial management and remains in this capacity supporting all related aspects involved. Justin helped reorganize/reconfirm our business financials for our inaugural year (just under actually), before he came onboard to support. He established our Quickbooks linking all related accounts and working closely with our internal partners and external vendors, supporting all client activities to manage AR/AP along with our P&L, for monthly reviews and quarterly reporting/filing. He is an absolute professional, but incredibly personal, and takes ownership of all he does – from processing vendor invoices to following up w/ clients on any outstanding invoices as well. I consider Justin to be a true partner and someone who truly cares about success of my business, not only for me (as President/founder), but especially for our internal staff/consultants, external partners/vendors, and especially our clients. While my business a consulting agency specializing in medical communications, and a focus in ophthalmology, working closely with pharmaceutical or medical device organizations and their customers (ie, doctors/clinicians); is different from Justin’s background, he’s sophistication, experience and expertise, ensure we are looking at all things holistically – and covering all bases for ourselves and our clients!”
