Your Full-Service Financial Portfolio

We Account for Everything

Tired of doing it all yourself? At Universal Bookkeeper we understand that every small business is unique. We are dedicated to providing you with the highest quality of accuracy in our bookkeeping services, and supporting you in achieving your financial objectives. We offer a remote option with our services, so we can assist you from anywhere, at any time.

• • • • Monthly bookkeeping services
      • Monthly standard reporting based on criteria established for your business
      • Quarterly in-person or Zoom meetings to review:
        • Financial statements
        • Goal tracking
        • Tax planning initiatives
      • Unlimited email support
      • Quarterly Estimated/Sales Taxes prepared and filed

We get it. Not all organizations have the resources to onboard and staff their own CFO. Many small businesses outsource this position, and our team at Universal Bookkeeping is JUST the Professional CFO you’ve been looking for. Think of us as an extension of your team, and a partner who has your small business’s best financial interest at heart. After all, when you succeed, we succeed right along with you.

• • • • A frequent and recurring analysis of the BIG financial picture of your organization
      • Video conferences on a bi-weekly or weekly cadence
      • Financial statements are updated on a weekly basis
      • Additional services to support the organization such as Accounts Payable and Accounts Receivable
      • We present your financials to the Executive Committee or Board
      • Designed for companies that have a need to be more in-sync daily with the financial happenings of the company