Bookkeeping Support For

Small Businesses

"At Forthright Accounting, we go beyond basic bookkeeping. We work alongside you to build a strong financial foundation tailored to your business and your preferences. Whether you want to be hands-on or completely hands-off, we'll provide the level of support that's right for you." - Russell Sorrentino

  • Tailored Accounting Support Services.

About Us

Empowering Financial Growth & Stability

We provide trusted, personalized accounting and tax solutions custom-designed specifically for you. Our goal is simple: help you keep more of what you earn, stay fully compliant, and make smarter financial decisions with confidence.

  • Bookkeeping & Transaction Management

  • Bank & Credit Card Reconciliations

  • Financial Statements

  • Bookkeeping Cleanup Services

  • One-on-One Consultations

  • QuickBooks Setup & Integration

Our Services

Innovative Solutions for

Modern Accounting

What sets us apart is our commitment to clear communication, personalized attention, and technology-driven efficiency. We use secure cloud-based tools so you can access your financials anytime, anywhere, while we handle the heavy lifting.

Bookkeeping and Accounting

Every business has money coming in and money going out. Keeping track of it all can quickly become overwhelming, especially as your business grows. We use QuickBooks to organize and record your income, expenses, customer payments, and business purchases so everything is kept in one place.

Bank & Credit Card Reconciliations

Your bank account and credit card statements tell one story, while your bookkeeping records tell another. It's important that those stories match. Each month, we compare your QuickBooks records to your actual bank and credit card accounts to make sure every transaction has been recorded correctly.

Financial Statements

QuickBooks can generate powerful financial reports, but many business owners never take full advantage of them. We prepare and review your key financial statements so you can clearly see how your business is performing. You'll be able to understand how much revenue you're generating, where your money is being spent, and whether your business is becoming more or less profitable over time.

Our Process

Our Roadmap to Financial Excellence

Assessment & Analysis

Planning & Implementation

Monitoring & Adjustment

02

Assessment & Analysis

To get started, you'll invite us as an accountant user in your QuickBooks account. This provides the access needed to maintain your books while allowing you to remain in full control of your business.

01

Planning & Implementation

Throughout the month, your financial activity flows into QuickBooks. At the end of each month, we review, categorize, and organize your transactions to ensure your income and expenses are recorded correctly. This creates a clean and accurate financial record of your business activity..

03

Monitoring & Adjustment

After your books have been reviewed and reconciled, we prepare your key financial statements and send them directly to you by email. These reports provide a clear snapshot of your business's financial performance, including profitability, income, expenses, and overall financial position.

Our FAQ

Commonly Asked Questions

About Our Services.

What bookkeeping services do you provide?

We provide monthly bookkeeping services including transaction categorization, bank and credit card reconciliations, financial statement preparation, QuickBooks setup, QuickBooks cleanup, and ongoing financial reporting. Our goal is to keep your books accurate and organized so you can focus on running your business.

How does the monthly bookkeeping process work?

Once we have accountant access to your QuickBooks account and view-only access to your bank accounts (preferred), we reconcile and categorize all transactions at the end of each month. After everything is reviewed and balanced, we email you key financial reports such as your Profit & Loss Statement, Balance Sheet, and other important financial insights.

Do I need to have QuickBooks already?

No. If you already use QuickBooks, we can work within your existing system. If you don’t have QuickBooks yet, we can help set up and configure the software so it’s organized correctly from the start and integrated with your business accounts.

Can you fix bookkeeping mistakes from previous months or years?

Yes. We offer bookkeeping cleanup services for businesses with inaccurate, incomplete, or neglected books. Whether transactions were miscategorized, accounts weren’t reconciled, or records haven’t been updated in months, we can help get everything back on track.

How does pricing work?

Our bookkeeping services start at $150 per month. Most small businesses with 0–2 employees typically fall between $200 and $400 per month, depending primarily on the number of monthly transactions and the complexity of the bookkeeping required.

To provide an accurate quote, we recommend granting us accountant access to your QuickBooks account. After a brief review of your books, we can provide a fixed monthly price with no surprises.

Because You Need an Answer...

Did not Find Your Questions?

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Let's Talk!

1 (914) 229-9330

1 (914) 229-9330

At Forthright Accounting, we provide reliable bookkeeping services that help small business owners stay organized,

understand their numbers, and make confident financial decisions.

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