Bookkeeping and Advisory for the
Merrimack Valley and Greater Boston
Ongoing bookkeeping, managed payroll, accounts payable and receivable, and fractional CFO services. We serve small businesses across Andover, the Merrimack Valley, and the Greater Boston area.
Where Integrity Meets Expertise • 15+ Years Experience
Sound Familiar?
Running a business means wearing a dozen hats. These are the financial headaches we take off your plate.
Books Are Months Behind
You meant to catch up last month. And the month before that. Now there's a pile of transactions waiting to be sorted. We take it from here, clean up the backlog, and keep it current going forward.
Payroll Is Complicated
What started as simple check-writing has become a maze of withholdings, filings, and deadlines. We handle all of it, from calculating wages to filing quarterly taxes to preparing year-end W-2s.
No Clear Picture of Profit
You're busy. Revenue is coming in. But at the end of the month, you're not sure where the money went or what you actually made. Clean monthly books and regular financial reports change that.
Invoices and Bills Piling Up
Sending invoices, following up on late payments, scheduling vendor bills. It all takes time you don't have. We manage your accounts receivable and payable so cash keeps flowing.
QuickBooks Is a Mess
You set it up yourself years ago. Now there are accounts you don't recognize and transactions that never got categorized. We can clean it up or start fresh with a proper setup and training.
Tax Season Feels Rushed
Your accountant needs organized records. When the books aren't ready, you're scrambling and probably missing deductions. We keep everything clean year-round so filing is straightforward.
Why Work With Us
Corporate finance experience, applied to small business challenges. You get senior-level expertise without the senior-level price tag.
Finance Background
Leticia Vasquez spent 15+ years at the third-largest pet pharmacy in the US. She led finance and compliance, managing a team of six.
Full-Cycle Expertise
Leticia started in accounts payable and receivable before rising to director. That ground-up experience means nothing in your books gets overlooked.
100% Audit Compliance
Leticia maintained a perfect compliance record across 150+ locations and multiple ownership changes. Your books will be audit-ready at all times.
Locally Owned
We're located in Andover, MA. We serve businesses across the Merrimack Valley and Greater Boston. You work with a real person, not a remote call center.
Our Services
From daily bookkeeping to strategic financial guidance. Start with what you need and add more as your business grows.
Ongoing Bookkeeping
Monthly bookkeeping that keeps your records current and accurate. We handle transaction categorization, bank reconciliation, and financial statement preparation so you always know where you stand.
Catch-Up Bookkeeping
Reconstruction and reconciliation of backlogged financial records. We work through historical transactions, correct errors, and bring your books fully current.
Payroll System Setup
Get your payroll system configured correctly from the start. We handle Massachusetts-specific requirements and train you to run it yourself.
Managed Payroll
We run your payroll every pay period. You approve hours and we handle everything from wage calculations to tax filings to year-end W-2s.
Accounts Payable
We manage your vendor invoices and outgoing payments. Bills are logged, verified, and paid on schedule so you always know what is owed and nothing slips through the cracks.
Accounts Receivable
We handle customer invoicing, payment tracking, and collections follow-up so you get paid for the work you've already completed.
Financial Strategy & Advisory
Part-time CFO expertise for growing businesses. We provide the financial planning, cash flow forecasting, and strategic analysis that helps you make better decisions with confidence.
QuickBooks Setup & Training
Get QuickBooks configured correctly from the start. We set up your accounts, connect your bank, and train you to use it confidently.
Inventory Accounting
Tracking the financial side of your inventory. Accurate cost of goods sold, proper valuation, and records that match what's actually on your shelves.
Job Costing & Project Accounting
Track what each job or project actually costs so you can see which work makes money and price future jobs based on real data instead of guesswork.
Sales Tax Compliance
Handling sales tax so you don't have to track rates and deadlines across multiple states. We determine where you have nexus, register your business, file returns, and remit payments on time.
Industries We Serve
Every industry has its own financial patterns and challenges. We understand the specifics of your business from day one.
Healthcare Practices
Healthcare
Healthcare revenue is complicated. Insurance payments, patient portions, and adjustments require careful reconciliation. We verify every dollar you earn gets collected.
Tech Startups & SaaS
Technology
Subscription revenue creates accounting complexity. We structure your books to support fundraising, track the right metrics, and handle multi-state compliance as you scale.
Transportation & Logistics
Transportation
Per-mile cost tracking and multi-state compliance for trucking companies, movers, couriers, and NEMT providers.
Real Estate Investors
Real Estate
Property-level tracking that separates winners from money pits, keeps Schedule E clean, and prepares your portfolio for the next acquisition.
Professional Services Firms
Professional
You track billable hours. But do you know which clients actually make money after the unbilled prep work and revisions get counted?
Veterinary Practices
Healthcare
Your practice has a pharmacy, a retail store, and a hospital under one roof. We've worked in this industry.
E-Commerce Sellers
Commerce
Amazon takes a cut. Returns come back. Storage fees pile up. The deposit hitting your bank is a mystery. We solve it so you know what you actually made.
Home Health & Senior Care
Healthcare
Caregiver payroll runs on complex schedules. Payers reimburse on their own timeline. We track it all so you can focus on care.
Breweries, Wineries & Distilleries
Hospitality
We track inventory from raw materials through production and across every sales channel. Excise taxes stay filed. You know which batches and taproom pours actually turn a profit.
Restaurants & Food Service
Hospitality
Restaurants run on thin margins. Tipped payroll, daily reconciliation, and food cost tracking to keep your kitchen profitable.
Franchise Owners
Franchise
Royalty tracking, franchisor reporting, and unit-level profitability for single and multi-unit franchise operators.
Real Estate Professionals
Real Estate
Commission income is lumpy and deductions are substantial. Property managers need trust accounting that keeps owner funds separate.
Insurance & Mortgage
Financial
Commission income from multiple carriers and lenders creates reconciliation headaches. We track what you're owed, what you received, and what the difference means.
Financial Services
Financial
Fee reconciliation, regulatory expense tracking, and portfolio accounting for RIAs, financial planners, and private lenders.
Automotive Services
Automotive
Parts inventory tracking, labor efficiency monitoring, and insurance reconciliation for repair shops, body shops, car washes, and used car dealers.
Childcare & Education
Education
Enrollment-based revenue recognition, tuition tracking, and educator payroll for childcare centers, tutoring services, and schools.
Nonprofits & Associations
Nonprofit
Fund accounting keeps restricted gifts separate from operating funds. We track grants, prepare board reports, and support your 990 filing.
Cleaning & Janitorial Services
Services
Payroll eats most of your revenue. If you don't know what each job actually costs, you're guessing at prices and hoping for the best.
15+
Years in finance
100%
Audit compliance
24hr
Response time
The Merrimack Valley's Trusted Accounting Partner
The Next Step:
A 15-Minute Call
Tell us about your business and what you're dealing with. We'll listen, ask a few questions, and give you a straightforward quote.