Book Tech, founded in New York, is a technology-driven company specializing in expert bookkeeping, clean-up, and catch-up bookkeeping services for small businesses across the United States. We help business owners maintain accurate, organized, and tax-ready financial records through reliable and structured bookkeeping support.
As QuickBooks Certified professionals and a Xero Partner, our team has provided professional QuickBooks and Xero bookkeeping services to hundreds of businesses nationwide, ensuring financial clarity, compliance, and efficient recordkeeping.
We serve a diverse range of industries, including real estate, e-commerce, construction, hospitality, law firms, nonprofits, and many others, delivering tailored bookkeeping solutions that support accuracy, compliance, and long-term business growth.
Our services include rental property accounting, nonprofit financial management, monthly reconciliations, expense tracking, payroll services, accounts receivable and accounts payable management, and year-end tax-ready books, helping businesses stay financially organized and prepared for tax reporting.
Over the years, Book Tech has been recognized for delivering premium clean-up and catch-up bookkeeping services along with expert QuickBooks and Xero bookkeeping, making it one of the best destinations for businesses seeking reliable clean-up, catch-up, QuickBooks, and Xero bookkeeping support. Many business owners and professionals simply refer others by saying, “Book Tech is the name when it comes to clean-up, catch-up, and QuickBooks or Xero bookkeeping.”
By combining modern accounting technology with experienced bookkeeping professionals, Book Tech simplifies financial management so business owners can focus on growing their business with confidence.
Book Tech is praised for offering budget-friendly pricing and good value for cost across multiple projects, specifically in bookkeeping services. Clients appreciated their responsiveness and professionalism, indicating a strong return on investment, although specific project costs were not disclosed.
Multiple clients chose Book Tech for their competitive pricing and perceived good value for cost, making their services appealing to small business owners with budgetary constraints.
Expertise in Xero and QuickBooks
Book Tech's proficiency in Xero and QuickBooks is appreciated by clients, especially those who require specific bookkeeping solutions tailored to these platforms.
Seamless CPA Collaboration
Clients value Book Tech's cooperation with their CPAs, ensuring seamless communication and report delivery, which aids in comprehensive financial management.
Strong Project Management Skills
Clients commend Book Tech for delivering projects on time and managing tasks efficiently. Their organized approach has been a key factor in achieving project success.
Potential for Tax Filing Services
One client suggested that Book Tech could expand their services to include tax filing, indicating an area for potential growth and increased client satisfaction.
Responsive and Professional Communication
Book Tech is noted for their clear, quick, and professional communication. Clients appreciate their responsiveness, whether through virtual meetings or messaging apps, fulfilling requests promptly.
Book Tech provides ongoing bookkeeping support for a coffee roaster and coffee house leading company. The team has identified, corrected, and organized historical bookkeeping errors in QuickBooks.
Book Tech has identified and corrected the client's accumulated bookkeeping errors and inconsistencies in QuickBooks. The team has reconciled and structured the client's financial records, resulting in clean and organized books. Book Tech is easy to talk to and always clear and quick in replies.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Owner of a coffee company.
Describe what your company does in a single sentence.
We are a coffee roaster & coffe house leading company. We hand roast sourced coffee beans, our coffee known for rich flavor & fresh roasting. We also run cafes & restaurants.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Book Tech to accomplish?
To cleanup & fix past piled up quickbooks bookkeeping things & issues.
Setting up monthly bookkeeping support for consistent financial management
SOLUTION
How did you find Book Tech?
Online Search
Why did you select Book Tech over others?
Pricing fit our budget
Good value for cost
How many teammates from Book Tech were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
scope involved a quickbooks cleanup project followed by ongoing bookkeeping support.Initial focus was on identifying , correcting - organizing historical bookkeeping errors & improve overall financial record structure.After cleanup , engangement shifted to monthly bookkeeping.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
1.Previously accumulated bookkeeping errors & inconsistencies identified & corrected in QuickBooks. 2.Financial records reconciled , structured -resulting clean organized books. 3.Time & effort required to manage day to day bookkeeping was significantly reduced. 4.Business transitioned from a backlog situation to a stable monthly bookkeeping process.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
They delivered the quickbooks cleanup work on time with a smooth & organized process. Whenever we have got to ask something from them , we replied back very urgently. We had some reporting requirement which is above the scope but they fullfilled it too.
What was your primary form of communication with Book Tech?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
Super easy to talk to - always clear & quick in replies . I dont have to after them for any issues. They dont do deny for any co-operation we require for them , even in odd hours.
Are there any areas for improvement or something Book Tech could have done differently?
Everything went smoothly from our experience, so there was nothing to mention for now
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Xero Bookkeeping for Mobile Dog Grooming Company
Accounting
Xero Accounting & Implementation
+2
$10,000 to $49,999
Oct. 2025 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"What I appreciate about them is their seriousness and urgency towards work."
Mar 13, 2026
Owner, Your Home Groomer
Kayla Chisholm
Verified
Beauty
Palm Beach, Florida
1-10 Employees
Online Review
Verified
Book Tech provides monthly bookkeeping services for a mobile dog grooming company. The team is responsible for assisting the client in catching up on their Xero bookkeeping.
Thanks to Book Tech's work, the client's books are up to date, and they receive reports reflecting their business's current situation. The team is skilled at managing the client's books and cooperates with their CPA. Moreover, Book Tech has responded quickly to the client's requests.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Owner of Your Home Groomer
Describe what your company does in a single sentence.
Your Home Groomer is a luxury mobile dog grooming service proudly serving palm beach county, Florida. We bring professional , high quality grooming directly to pet owner's doorstep, providing a convenient & stress free experience for both pets & owners.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Book Tech to accomplish?
Monthly Bookkeeping Services
Cleanup & catchup with Xero Bookkeeping
SOLUTION
How did you find Book Tech?
Online Search
Why did you select Book Tech over others?
Pricing fit our budget
Good value for cost
How many teammates from Book Tech were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
We needed a reliable bookkeeping partner for our small business, we are also few months lagging behind on our books to catchup. We use Xero so we need someone who knew xero too!
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Our books become finally up to date, we got the reports which reflects our current business situation with profit & loss
Describe their project management. Did they deliver items on time? How did they respond to your needs?
They are pretty handy with managing our books , they also co-operate with our CPA & they just get back to my cpa whenever my CPA need them for any reports. They responsing is quite quick.
What was your primary form of communication with Book Tech?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
What I appreciate about them is their seriousness and urgency towards work & they know our business innersight too.
Are there any areas for improvement or something Book Tech could have done differently?
I think they should think about tax filling
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Bookkeeping Services for Restaurant
Accounting
Xero Accounting & Implementation
+2
$10,000 to $49,999
Apr. 2026 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They did not rush or take a surface-level approach."
May 29, 2026
Owner, Restaurant
Diego Sifuentes
Food & Beverage
Sterling, Virginia
51-200 Employees
Online Review
Book Tech provides bookkeeping services for a restaurant. The team has reviewed and organized the client's Xero bookkeeping records, cleaned up unreconciled bank and transaction entries, and more.
Book Tech has brought the client's overdue bookkeeping records up to date, cleared and organized unreconciled entries, and improved the accuracy and consistency of the Xero account. The team manages the project well, delivers items on time, responds to queries quickly, and is organized.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Owner of a restaurant
Describe what your company does in a single sentence.
We run a restaurant mainly on peruvian cousine.We offer peruvian food, dine in service, online food delivery, take out & catering. We also have outlets on different locations(Potomac falls, Manassas & Woodbridge) of virginia
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Book Tech to accomplish?
To help cleanup & catchup our Xero Bookkeeping records.
Main goal was to organize old transactions, reconcile pending entries & bring account back up to date.
SOLUTION
How did you find Book Tech?
Online Search
Why did you select Book Tech over others?
Pricing fit our budget
Good value for cost
Company values aligned
How many teammates from Book Tech were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Reviewed & organized older Xero Bookkeeping records
Cleanup unreconciled bank & transaction entries
Performed catchup bookkeeping for overdue records
Corrected inconsistencies & catagorized them properly
Updated & helped create a cleaner manageable Xero account structure
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Old & overdue bookkeeping records were brought up to date
Large number of unreconciled entries were cleared & organized
improved accuracy and consistency within the xero account
financial records became easy to review & manage
Restaurant's books were cleaned up & maintained in a more organized state.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Project managed & organized in a way with clear step by step approach to cleaning & catching up the bookkeeping records
Items were delivered in a timely manner based on timeline scope with steady progress
Their team was responsive to urgent queries & adjustments
Communication was consistent enough
Overall , the workflow remained smooth with a focus on accuracy
What was your primary form of communication with Book Tech?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
What stood as great about them is consistency & organization in how they handled a messy backlogged set of books.
They did not rush or take a surface-level approach. It was notable how calm & steady the process felt through out.
Are there any areas for improvement or something Book Tech could have done differently?
Nothing significant comes to mind in terms of improvement. The work was handled maturely , end result met the objective of getting the books cleanup & brought up to date
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Bookkeeping Services for Digital Auction Company
Accounting
QuickBooks Accounting & Implementation
+1
Less than $10,000
Feb. 2026 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They've made a complicated process feel simple."
May 16, 2026
Owner, Alabama Auction House
Jana Broughton
Retail
Somerville, Alabama
11-50 Employees
Online Review
Book Tech provides bookkeeping services for a digital auction company. The team reviews and assesses the client's bookkeeping records, performs QuickBooks cleanup, and offers ongoing monthly support.
Book Tech has identified outdated bookkeeping issues and improved the client's financial records. The team is very prompt, organized, and responsive. Moreover, they've quickly fixed issues and improved the client's financial organization. What stands out about Book Tech is their quality of work.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Owner of Alabama Auction House
Describe what your company does in a single sentence.
We are in North Alabama, a fully digital auction company that helps individuals, families, businesses sell & shop from tractors and trailer to tools, antiques. We make this easy to connect seller with serious buyer through our online platform.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Book Tech to accomplish?
To cleanup & organize old bookkeeping issues
Fix problems in QuickBooks records that had built up over time
Making company's financial management easier.
SOLUTION
How did you find Book Tech?
Online Search
Why did you select Book Tech over others?
Pricing fit our budget
Good value for cost
How many teammates from Book Tech were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Scope of work was like review & assess bookkeeping records, perform full QuickBooks cleanup, resolve accumulating bookkeeping issues, provide ongoing monthly bookkeeping support after the cleanup date.
Key deliverable : Cleanup & organized bookkeeping records, corrected financial entries- resolve historical issues, streamline bookkeeping processes for easier day to day management, continued monthly bookkeeping services
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
outcomes we got so far - old bookkeeping issues were identified, financial records became more accurate, cleanup process was completed smoothly with consistent communication, transitioned from one time cleanup project to ongoing monthly bookkeeping plan.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
They are very prompt & kept the process organized from start to finish. they respond quickly whenever question cameup & maintained clear quick communications through out the cleanup project. Their team was easy to work & addressed bookkeeping concerns efficiently.
What was your primary form of communication with Book Tech?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
they are able to take over messy long pending bookkeeping records & successfully clean them up.
They've made a complicated process feel simple.
Not only fixed issues but also improved overall financial organization
Quality of work was strong enough thats why we decided to continue into monthly plan.
Are there any areas for improvement or something Book Tech could have done differently?
There really were n't any major concerns in the engagement. Overall Book Tech handled the cleanup project well & delivered smooth experience.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Bookkeeping Services for HVAC & Plumbing Company
Accounting
Xero Accounting & Implementation
+1
$10,000 to $49,999
Feb. 2026 - Ongoing
4.5
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They're proactive about solving our issues."
May 7, 2026
Owner, Jim McDonald & Sons Heating & Cooling Inc
Bob Bermudez
HVAC
Bradenton, Florida
11-50 Employees
Online Review
Book Tech provides bookkeeping services for an HVAC and plumbing company. The team has organized the client's Xero bookkeeping records, fixed reconciliation and categorization issues, and improved job tracking.
Book Tech's work has reduced the client's bookkeeping errors and unreconciled transactions in Xero. The team has provided better visibility into job costs and vendor expenses and more organized financial records. Book Tech manages tasks well, and their practical approach has impressed the client.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Owner of Jim McDonald & Sons Heating & Cooling Inc.
Describe what your company does in a single sentence.
we are a family owned hvac & plumbing company that has been serving counties since 1970 founded by Jim McDonald. We provide residential & commercial air conditioning , heating, plumbing & indoor air quality services across the local area.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Book Tech to accomplish?
We needed help in reconcilation, tracking job related expenses properly, monthly reporting
Bringing clarity to our company's Xero bookkeeping
SOLUTION
How did you find Book Tech?
Online Search
Why did you select Book Tech over others?
Pricing fit our budget
Good value for cost
How many teammates from Book Tech were assigned to this project?
6-10 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
What were the measurable outcomes from the project that demonstrate progress or success?
Reduced Bookkeeping errors & unreconciled transactions in xero. Faster month end closing
Better visibility to job costs, vendor expenses
More organized financial records for daily operations & decision making
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Project management was smooth & straight forward, communication was quick when ever we had questions or adjustment in Xero , they were easy to reach , flexible with workflow & they're proactive about solving our issues.
What was your primary form of communication with Book Tech?
In-Person Meeting
Virtual Meeting
What did you find most impressive or unique about this company?
What stood out most is how practical & easy they are. They understood the flow of busy hvac plumbing business timings & fixed bookkeeping issues in our Xero with out complicating everything. It kind of felt like working with reliable internal team rather than an outside bookkeeping service provider.
Are there any areas for improvement or something Book Tech could have done differently?
Honestly its all good, though in the begining there were few accounting terms , adjustment & reporting details that took us little time to get used to but the team was always willing to explain things clearly & accomodate based on how we prefer.
RATINGS
4.5
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Accounting for Film Company
Accounting
$50,000 to $199,999
Mar. - Apr. 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Rishi and his team were incredible."
Mar 30, 2026
Producer, Film Company
Brandon B.
Arts, entertainment & music
Brooklyn, New York
1-10 Employees
Online Review
Book Tech provided accounting services for a small film company. The team managed the client's books and film budgeting.
Book Tech successfully organized the client's books, which had been very messy. The team worked quickly and was extremely detailed. Moreover, Book Tech's responsiveness and customer service were truly commendable. Overall, the engagement was a success.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the producer
Describe what your company does in a single sentence.
Small film company
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Book Tech to accomplish?
Accounting for small indie film
SOLUTION
How did you find Book Tech?
Online Search
Why did you select Book Tech over others?
Referred to me
How many teammates from Book Tech were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
The did all the books and bedgeting for our film
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
They fully organized oru very messy books.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Rishi and his team were incredible. They worked fast and were extremely detailed. Quickly answered any and all questions in a way I could easily follow. I will come to them with all my accounting needs forever.
What was your primary form of communication with Book Tech?
Virtual Meeting
What did you find most impressive or unique about this company?
The speed and customer service
Are there any areas for improvement or something Book Tech could have done differently?
No
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Bookkeeping Services for Beauty & Hair Salon
Accounting
QuickBooks Accounting & Implementation
+1
$10,000 to $49,999
Sep. 2025 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Their QuickBooks experience helped us to reset our system."
Mar 22, 2026
Founder, Harlow Beauty and Hair Salon
Misty Krant
Beauty
Austin, Texas
11-50 Employees
Online Review
Book Tech provides bookkeeping services for a beauty and hair salon using QuickBooks. The team has cleaned up the client's books and updates them regularly.
Book Tech has cleaned up the client's books, enabling them to see a reflection of their numbers. The team provides regular reports and is easy to connect with. Book Tech is professional, serious about their work, and provides 24/7 support.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Founder of Harlow Beauty and Hair Salon
Describe what your company does in a single sentence.
We are a luxury salon based out of Austin. From hair to nail , we serve everything for personal grooming to events.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Book Tech to accomplish?
Monthly Bookkeeping
Cleanup & QuickBooks Bookkeeping
SOLUTION
How did you find Book Tech?
Online Search
Why did you select Book Tech over others?
Pricing fit our budget
Good value for cost
Company values aligned
How many teammates from Book Tech were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
our books just mess , totally, looking for someone who is experience & can pull off such situation successfully. Thank God, our books is in safe hand now, books get timely update, reports generated on demand and we get the regular reports too, going smooth & smart.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Book got cleaned & perfectly showing reflection to number, we are confident. Their QuickBooks experience helped us to reset our system.Review meetings give us the quick summary of our business.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
As i said , books were messy, need quick cleanup & Book Tech nailed it efficiently. Now everything is running fine, books show the number instantly as it gets timely update. When ever any urgent situation comes , they are quite easy to avail to connect with bookkeeper.
What was your primary form of communication with Book Tech?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
24/7 support, professionalism & takes task very seriously, their priority towards work is damn good!
Are there any areas for improvement or something Book Tech could have done differently?
Would love to handle my tax with them in future
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Bookkeeping Services for Promotional Products Company
Accounting
Xero Accounting & Implementation
+2
$10,000 to $49,999
Oct. 2026 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They are very professional and prompt with our needs."
Mar 1, 2026
Owner, TVP NYC
Omri Bojko
Verified
eCommerce
New York City, New York
11-50 Employees
Online Review
Verified
Book Tech provides ongoing bookkeeping services for a promotional products company. The team is tasked with cleaning up the client's books and catching up on their bookkeeping work.
Book Tech has successfully delivered the project on time and provided business reports with insights. The team's professionalism and responsiveness to the client's needs have been key to the project's success. Moreover, their commitment to excellence has been evident in every aspect of their work.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Owner of TVP NYC
Describe what your company does in a single sentence.
We are E-Commerce business company we sale promotional stuffs
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Book Tech to accomplish?
E-Commerce Bookkeeping
Book Cleanup & Catchup
SOLUTION
How did you find Book Tech?
Online Search
Why did you select Book Tech over others?
Pricing fit our budget
Good value for cost
How many teammates from Book Tech were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
We got this amazing bookkeeping service provider. We consulted them of our problem & handed them our books for cleanup & catchup bookkeeping. What is best about them is their expertise on Xero & we are hopeful about them.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Cleaned Books with real numbers. On time business reports with insights
Our backlog got reduced now moving confidently
Describe their project management. Did they deliver items on time? How did they respond to your needs?
They are very professional and prompt with our needs, we get them when we need them on call or email.
What was your primary form of communication with Book Tech?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
Urgency & seriousness towards work
Are there any areas for improvement or something Book Tech could have done differently?
Did not find any such, lets take more time to evaluate them for future
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Accounting Services for Real Estate Company
AccountingFinancial Advising & Planning
QuickBooks Accounting & Implementation
+2
$10,000 to $49,999
Jan. 2025 - Ongoing
4.5
Quality
4.5
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Book Tech helps bring clarity and control to our financial operations."
May 31, 2025
Operations Manager, Real Estate Company
David Miller
Real estate
New York City, New York
11-50 Employees
Online Review
Book Tech provides ongoing bookkeeping services for a real estate firm. The team manages monthly financial reports, tracks property-related income and expenses, and ensures audit readiness and tax compliance.
Book Tech has helped the client catch up on 18 months of backlogged bookkeeping, reduce tax preparation time by 60%, and improve cash flow visibility. The team is highly professional, efficient, and detail-oriented. They deliver on time and are proactive in addressing the client's needs.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Operations Manager of a real estate firm
Describe what your company does in a single sentence.
We are a full-service real estate firm specializing in residential and commercial property sales, rentals, and property management across New York.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Book Tech to accomplish?
We hired Book Tech to streamline our real estate firm's financial operations, specifically to manage monthly bookkeeping, handle property-related expense tracking, and ensure our records stayed audit-ready and tax-compliant.
SOLUTION
How did you find Book Tech?
Online Search
Referral
Why did you select Book Tech over others?
Close to my geographic location
Pricing fit our budget
Good value for cost
Referred to me
Company values aligned
How many teammates from Book Tech were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Book Tech provided comprehensive bookkeeping support tailored to our real estate business. Their scope of work included:
Monthly reconciliation of multiple bank and credit card accounts
Categorization and tracking of property-related income and expenses
Preparation of accurate financial reports (P&L, balance sheet, cash flow)
Cleanup and catch-up of previous years’ disorganized records
Integration with property management software for seamless data flow
Ongoing communication to clarify transactions and maintain accuracy
Their deliverables have helped us gain financial clarity, stay compliant, and make better investment decisions.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
The measurable outcomes from working with Book Tech included:
100% catch-up on 18 months of backlogged bookkeeping within the first 45 days
Monthly financial reports delivered consistently and on time, helping us make data-driven decisions
Reduced tax preparation time by 60% due to clean, organized books
Improved cash flow visibility, allowing us to forecast expenses across multiple properties
Fewer compliance issues thanks to accurate categorization and timely reconciliations
Overall, Book Tech helps bring clarity and control to our financial operations, which directly contributed to better planning and profitability.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Book Tech's project management was highly professional and efficient. They delivered every item on time—from initial catch-up reports to ongoing monthly financial statements. Their team was responsive, detail-oriented, and proactive in addressing our needs, often flagging inconsistencies before we even noticed them. Communication was smooth via email and Zoom, and they kept us updated on timelines and deliverables without us having to chase them. Their organized approach made it easy to trust that our books were always in good hands.
What was your primary form of communication with Book Tech?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
What impressed us most about Book Tech was their deep understanding of real estate-specific bookkeeping and their ability to tailor solutions to our unique workflows. Unlike other firms, they didn’t just input numbers—they provided context, clarity, and strategic insights that helped us make better decisions. Their team genuinely cares about accuracy and client success, and that personal touch combined with strong technical expertise truly sets them apart.
Are there any areas for improvement or something Book Tech could have done differently?
The only area for improvement we noticed is that more proactive monthly financial summaries or visual dashboards would enhance the experience even further. While their reports were always accurate and timely, a bit more visualization or high-level summaries could help busy business owners quickly grasp performance at a glance. That said, their responsiveness and attention to feedback make us confident they’ll continue evolving with client needs.
RATINGS
4.5
"Our overall experience with Book Tech has been very positive. They are professional, responsive, and dependable. With slight improvements in reporting presentation, they could deliver an even better experience."
Quality
4.5
Service & Deliverables
"Book Tech consistently delivers high-quality bookkeeping work that meets our expectations. Their attention to detail and accuracy stand out, though there’s a small room for improvement in providing more proactive insights or summaries."
Schedule
5.0
On time / deadlines
"They are excellent at delivering all tasks and reports on time, never missing a deadline. Their punctuality helps us stay on track with our financial planning and compliance."
Cost
5.0
Value / within estimates
"The services provided are worth every penny. Book Tech offers great value for the quality and reliability of their bookkeeping, making them a cost-effective choice for our business."
Willing to Refer
5.0
NPS
"I’m very likely to recommend Book Tech. Their professionalism, accuracy, and timely service make them a trusted bookkeeping partner. I feel confident that they can help other businesses stay organized and financially on track just like they have for us.
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9 Reviews
Our Story
Headquartered in New York, Book Tech was established by a team of certified, seasoned accounting & bookkeeping professionals who deeply understand the complexities and demands small business owners face in managing their financial operations. Recognizing the scarcity of transparent, cost-effective, and dependable solutions in the market, our founders set out with a clear mission: to streamline bookkeeping and accounting services tailored specifically for small businesses.
What Sets Us Apart
We are certified QuickBooks Pro Advisor
We are certified QuickBooks ProAdvisors providing professional QuickBooks bookkeeping support to businesses across the United States, managing transaction categorization, bank reconciliations, financial reporting, and clean-up and catch-up bookkeeping to keep financial records accurate and tax-ready
Xero Certified Partner
We are a Xero Certified Partner providing professional Xero bookkeeping support to businesses across the United States, ensuring accurate, organized, and tax-ready financial records.
Recognised Cleanup & Catchup Bookkeeping Provider
Book Tech is recognized across the USA for delivering professional cleanup and catch-up bookkeeping services, helping businesses organize backlogged records, correct errors, and maintain accurate, tax-ready financial books.
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