Meet your Partners

Our commitment to excellence

At Universal Bookkeeper, we believe that thriving small businesses and nonprofits are the backbone of our local community. Our passion lies in helping entrepreneurs and organizations achieve financial success through customized accounting services and strategic financial guidance. Our expert team provides comprehensive support—from daily bookkeeping and accounting operations to advanced financial planning—ensuring each client is on the path to a stronger, more profitable future.

Our Vision

We are committed to maintaining the highest level of integrity and ethical standards in our relationships with our clients, so that our fellow business owners and nonprofit leaders grow and thrive.

Our Mission

At Universal Bookkeeper, we empower small business owners and nonprofit leaders by turning financial confusion into clarity. Through expert guidance, modern technology, and a client-focused approach, we simplify accounting, strengthen businesses, and contribute to a thriving community.

Qualified Experts in Accounting

A Trusted Team of Highly Qualified Accounting Experts:
Our team is composed of highly educated professionals, including Certified Public Accountants (CPAs), bringing a wealth of expertise, advanced qualifications, and a steadfast commitment to delivering exceptional accounting services to our clients.

Quickbooks Certified

Universal Bookkeeper is the ONLY accounting firm in the area where EVERY TEAM MEMBER is QuickBooks Online Certified!

ProAdvisor Certified

Our Entire Universal Bookkeeper Team is ProAdvisor Advanced Certified.

Education

We are committed to fostering continuous education, professional growth, and career satisfaction for every member of our accounting team.

Our proven process

Let us take the weight off of your shoulders and don’t worry about the current state of your books. By partnering with us you have access to our experienced team of Accounting Professionals that handle your bookkeeping for you and get everything sorted out. Getting started is a breeze. We will have you up and running in a week.

01.

Discovery

We start with a conversation to understand your business, challenges, and financial goals. This is where we assess your needs and explore how our outsourced accounting and fractional CFO services can support your growth.

02.

Custom Service Plan

After our initial discussion, we design a tailored service package that aligns with your business’s unique needs—whether it’s bookkeeping, financial reporting, payroll management, or strategic CFO guidance.

03.

Onboarding

Once you’re ready to move forward, we streamline the onboarding process by setting up systems, integrating with your existing platforms, and ensuring a smooth transition with minimal disruption to your operations.

04.

Implementation and Optimization

With everything in place, our team gets to work. We handle your accounting, provide financial insights, and continuously refine processes to improve efficiency and accuracy.

05.

Growth and Guidance

Beyond just the numbers, we’re your financial partners. We provide ongoing support, regular financial check-ins, and strategic advice to help your business grow with confidence.

Our Leadership Team

Universal Bookkeeper was founded by Justin and Beth Miller, a dynamic husband-and-wife team with a shared passion for numbers, community, and supporting small businesses and nonprofits. Combining nearly two decades of accounting expertise and a commitment to building strong client relationships, Justin and Beth created a modern, beyond-traditional accounting firm—one that offers superior services and fosters a positive, growth-focused environment for both clients and team members.

Their mission is simple yet powerful: to empower local entrepreneurs and nonprofit organizations by providing exceptional financial support, strategic guidance, and innovative solutions that help clients thrive, grow, and achieve long-term success.

As our firm continues to expand, we are thrilled to welcome new team members and clients into our newly remodeled office in New Hartford in 2025. With a talented and dedicated team—including four Certified Public Accountants (CPAs)—we remain focused on delivering excellence, integrity, and lasting value to our clients through meaningful and trusted partnerships.

Justin Miller, CPA

Chief Executive Officer

Beth Miller, MBA

Chief Operating Officer

Shannon Riley, CPA

Controller

Thomas Squires, CPA

Controller

Brittany Becker, CPA

Senior Accountant

Susan Stevens

Staff Accountant

Laura Izzo

Staff Accountant

Awards and Recognition

Our commitment to excellence has earned us the NYSBDC Growth Business of the Year award in 2020, Utica Chamber’s Small Business Catalyst Award in 2021, and nominated for Mohawk Valley Best of the Best Local Accountant in 2023.