Top Bookkeepers in the United States
Accurate books power smarter decisions. From New York’s finance corridors and Austin’s startup scene to the manufacturing belt in the Midwest, bookkeepers in the United States help companies stay compliant, investor-ready, and cash‑flow aware. On Clutch, you can compare US bookkeeping partners by verified client reviews, industry expertise, tech stack (QuickBooks, Xero, NetSuite), and pricing models.
Our vetting process evaluates service focus, case studies, and operational rigor so you can filter confidently by budget, location, industry, and certifications (e.g., CPA oversight, QuickBooks ProAdvisor). Whether you’re an eCommerce brand managing multi-state sales tax, a healthcare provider with strict compliance needs, or a SaaS company scaling revenue recognition, use Clutch to find the right fit fast. Explore related directories to narrow your search:
• Bookkeeping Companies in Los Angeles
• Bookkeeping Companies in New York City
15 Leaders 15 Contenders
8,722 Companies
List of the Top United States Bookkeeping Services
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Undisclosed$200 - $300 / hr10 - 49Serves United StatesServices provided
85% Accounting15% Tax LawFocus Areas
30% Bookkeeping25% Financial Accounting25% Payroll Processing +215% Financial Audit5% Forensic AccountingSee all 37 projectsGeorge Dimov, CPA is a comprehensive accounting firm specializing in tax preparation, bookkeeping, financial reporting, and audit services. With a strong focus on timely delivery and problem-solving, 100% of reviewers commend their effective communication and professionalism. While a small percentage note communication could improve, clients overwhelmingly appreciate their proactive and detailed approach to complex financial needs.
Reviews mention Exceptional performance
Clients have consistently praised George Dimov, CPA for their exceptional performance and high-quality service. One client highlighted their ability to effectively create service contracts and manage tax situations, noting, "Perfect job and high-quality service." Additionally, the responsiveness of the team was commended, with feedback stating they answered questions promptly, even outside of regular hours. Overall, the sentiment reflects a strong satisfaction with the solutions provided, with no areas for improvement identified.-
Service Contract Dev & Tax Services for Metal Fabrication Co
5.0 Jan 30, 2024The measurable outcomes from the project demonstrate progress and success as it was a perfect job and high-quality service. Their project management was excellent, as they responded to my question so quickly, even beyond work time. They can find any solution for your needs.
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4 of 4 Bookkeeping reviews are 5 stars$10,000 – $49,000 avg. project costBookkeeping Experience
George Dimov, CPA has received predominantly positive feedback for their bookkeeping services, with 100% of reviewers expressing satisfaction. Clients commend their expertise, responsiveness, and ability to deliver accurate financial management. Key strengths highlighted include the successful cleanup of accounting systems, timely tax filings, and proactive tax strategy development. Notably, 75% of clients mentioned their impressive communication skills and timely responses, while 100% recognized their strong value for cost. Areas for improvement were minimal, with clients suggesting enhanced automation in reminders.
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13 of 14 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 14 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Insurance Agency
5.0 — George Dimov, CPA provided accounting services to an insurance agency. They filed the client's 2023 business taxes, reviewed their payroll processes, and audited the past year's books and P&L Read moreWas this helpful?
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UndisclosedUndisclosed2 - 9South Orange, NJ
Services provided
100% AccountingFocus Areas
100% BookkeepingAccounting company Wadsworth Financial is in South Orange, New Jersey. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Fairfax, VA
Services provided
100% AccountingFocus Areas
54% Bookkeeping46% Forensic AccountingBurdette Smith & Bish LLC is a midsize Accounting company launched in 1978. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Newport News, VA
Services provided
70% Accounting30% Business ConsultingFocus Areas
100% BookkeepingCornwell CPA, PLC is a small Accounting company headquartered in Newport News, Virginia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Springfield, VA
Services provided
100% AccountingFocus Areas
100% BookkeepingLeMay & Company, an Accounting company, was established in 1997. The company specializes in Accounting.
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UndisclosedUndisclosed2 - 9Mount Laurel Township, NJ
Services provided
100% AccountingFocus Areas
71% Bookkeeping29% Payroll ProcessingLocated in Mount Laurel Township, New Jersey, DC Howe & Company, CPA, LLC is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Southaven, MS
Services provided
100% AccountingFocus Areas
100% BookkeepingEstablished in 2007, Griffith CPA Firm PLLC is a small Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Forest, MS
Services provided
100% AccountingFocus Areas
100% BookkeepingSmall Accounting company Chance, Gay & Cieglo, PLLC, is based in Forest, Mississippi. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Virginia Beach, VA
Services provided
100% AccountingFocus Areas
100% BookkeepingMulkey & Company, PC is an Accounting company. They are in Virginia Beach, Virginia. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9McLean, VA
Services provided
100% AccountingFocus Areas
100% BookkeepingO'Connor & Desmarais, P.C. Is an Accounting company. The McLean, Virginia-based agency was founded in 1983. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Richmond, VA
Services provided
100% AccountingFocus Areas
100% BookkeepingChristopher A. Enright, CPA, PLC is an Accounting company. The team focuses on Accounting and is located in Richmond, Virginia.
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UndisclosedUndisclosed2 - 9Columbus, OH
Services provided
100% AccountingFocus Areas
100% BookkeepingHarQuin Bookkeeping and Consulting Services, LLC. Is an Accounting company. They are headquartered in Columbus, Ohio and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Powell, OH
Services provided
100% AccountingFocus Areas
100% BookkeepingWarnick Consultants LLC, a small Accounting company, is located in Powell, Ohio. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Beachwood, OH
Services provided
100% AccountingFocus Areas
100% BookkeepingPark East Bookkeeping Beachwood is a small Beachwood, Ohio-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Toledo, OH
Services provided
100% AccountingFocus Areas
100% BookkeepingAll Pro Tax And Accounting Services is an Accounting company. They are headquartered in Toledo, Ohio and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Shaker Heights, OH
Services provided
100% AccountingFocus Areas
100% BookkeepingIn Shaker Heights, Ohio, BudgetEase is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Columbus, OH
Services provided
100% AccountingFocus Areas
100% BookkeepingJP Tax and Bookkeeping LLC is an Accounting company. They are based in Columbus, Ohio and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Fredericktown, OH
Services provided
100% AccountingFocus Areas
100% BookkeepingBuckeye Bookkeeping Solutions is an Accounting company. Their small team is in Fredericktown, Ohio. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Liberty Center, OH
Services provided
100% AccountingFocus Areas
100% BookkeepingSmall Accounting company Professional Tax & Bookkeeping, is based in Liberty Center, Ohio. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Westerville, OH
Services provided
100% AccountingFocus Areas
100% BookkeepingHHM Bookkeeping & Tax Services, a small Accounting company, is headquartered in Westerville, Ohio. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Canton, OH
Services provided
100% AccountingFocus Areas
100% BookkeepingEmpire Tax & Bookkeeping Service is an Accounting company. They are located in Canton, Ohio and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Cincinnati, OH
Services provided
100% AccountingFocus Areas
100% BookkeepingDonohoo Accounting Services, a small Accounting company, is based in Cincinnati, Ohio. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Cincinnati, OH
Services provided
100% AccountingFocus Areas
100% BookkeepingFounded in 1983, EMC Financial Management Resources, LLC is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosedFreelancerAmelia, OH
Services provided
100% AccountingFocus Areas
100% BookkeepingCommon Cents Tax and Accounting is a small Accounting company headquartered in Amelia, Ohio. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Columbus, OH
Services provided
100% AccountingFocus Areas
100% BookkeepingGlenn Bookkeeping Service, Inc. Is an Accounting company. Their small team is based in Columbus, Ohio. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Cincinnati, OH
Services provided
100% AccountingFocus Areas
100% BookkeepingDucks In A Row is an Accounting company. Established in 1994, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Virginia Beach, VA
Services provided
100% AccountingFocus Areas
100% BookkeepingDavid L Zimmer CPA PC, an Accounting company, was established in 1992. The team offers Accounting and is located in Virginia Beach, Virginia.
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UndisclosedUndisclosed50 - 249Elkton, MD
Services provided
100% AccountingFocus Areas
57% Bookkeeping43% Financial AccountingWeyrich, Cronin & Sorra, LLC, an Accounting company, is headquartered in Elkton, Maryland. They specialize in Accounting and were established in 1979.
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UndisclosedUndisclosed2 - 9Upper Saddle River, NJ
Services provided
100% AccountingFocus Areas
100% BookkeepingBluekeeping Corp is an Accounting company located in Upper Saddle River, New Jersey. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Ringoes, NJ
Services provided
100% AccountingFocus Areas
100% BookkeepingNJ Bookkeeping by Glicklin Accounting, LLC is an Accounting company. They were established in 2009 and specialize in Accounting.
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UndisclosedUndisclosed10 - 49Garden City, NY
Services provided
100% AccountingFocus Areas
100% BookkeepingOutsource Your Books, LLC (OSYB) is an Accounting company. They provide Accounting and are based in Garden City, New York.
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UndisclosedUndisclosed2 - 9Hillsborough Township, NJ
Services provided
100% AccountingFocus Areas
100% BookkeepingFounded in 2019, Go Bookkeeping LLC is an Accounting company. The agency provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Virginia Beach, VA
Services provided
70% Accounting30% Business ConsultingFocus Areas
100% BookkeepingOn Call Accountants is an Accounting company established in 2011. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerGlen Allen, VA
Services provided
100% AccountingFocus Areas
100% BookkeepingGary S. Levine, CPA, an Accounting company, was established in 1990. The company offers Accounting.
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UndisclosedUndisclosed2 - 9Powhatan, VA
Services provided
100% AccountingFocus Areas
100% BookkeepingLaunched in 1997, Raymond W Crump CPA PC, a small Accounting company, is in Powhatan, Virginia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chesterfield, VA
Services provided
100% AccountingFocus Areas
100% BookkeepingTNT Accounting Services, LLC is an Accounting company. Founded in 2006, the firm offers Accounting.
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UndisclosedUndisclosed2 - 9Richmond, VA
Services provided
100% AccountingFocus Areas
100% BookkeepingFounded in 1997, By the Books Accounting Services, a small Accounting company, is in Richmond, Virginia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Suffolk, VA
Services provided
100% AccountingFocus Areas
100% BookkeepingAnderson & Anderson, CPAs, P.C. Is an Accounting company. Their small team is located in Suffolk, Virginia and focuses on Accounting. The firm was founded in 2013.
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UndisclosedUndisclosed10 - 49Macon, GA
Services provided
75% Accounting25% Business ConsultingFocus Areas
100% BookkeepingSav-Tax, Inc., an Accounting company, specialize in Accounting and Business Consulting. They were launched in 1976.
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UndisclosedUndisclosed10 - 49Lyndhurst, NJ
Services provided
100% AccountingFocus Areas
100% BookkeepingLizza, Kmetz & Associates, LLP is a small Accounting company established in 1991. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Falls Church, VA
Services provided
70% Accounting30% Business ConsultingFocus Areas
100% BookkeepingJohnson & Associates, CPA's, PC is an Accounting company. Founded in 2007, the company focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Virginia Beach, VA
Services provided
100% AccountingFocus Areas
100% BookkeepingNowakowski Accounting is a small Accounting company. Established in 2010, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9McLean, VA
Services provided
100% AccountingFocus Areas
100% BookkeepingKaufman Accounting, PC, an Accounting company, was launched in 2006. The team provides Accounting and is in McLean, Virginia.
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UndisclosedUndisclosed2 - 9Fairfax, VA
Services provided
70% Accounting30% Finance & Accounting Outsourcing (FAO)Focus Areas
100% BookkeepingWatts Group, Inc. Is an Accounting company. The small Fairfax, Virginia-based team offers Accounting and Finance & Accounting Outsourcing (FAO). The firm was launched in 2005.
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UndisclosedUndisclosed2 - 9Richmond, VA
Services provided
100% AccountingFocus Areas
100% BookkeepingAmes Accounting, an Accounting company, was founded in 2011. The agency offers Accounting.
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UndisclosedUndisclosed2 - 9Forest, VA
Services provided
70% Accounting30% Business ConsultingFocus Areas
100% BookkeepingAccounting company Forest Accounting Services Inc was launched in 2003. The company specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Manassas, VA
Services provided
70% Accounting30% Business ConsultingFocus Areas
100% BookkeepingEstablished in 1996, Hendershot, Burkhardt & Associates-Certified Public Accountants is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manalapan Township, NJ
Services provided
100% AccountingFocus Areas
100% BookkeepingPar Business Solutions, LLC is a small Accounting company headquartered in Manalapan Township, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wytheville, VA
Services provided
70% Accounting30% Business ConsultingFocus Areas
100% BookkeepingAdams & Delp, P.C. Is an Accounting company founded in 1990. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Powhatan, VA
Services provided
70% Accounting30% Business ConsultingFocus Areas
100% BookkeepingRichard W. McMinn, III CPA PLLC is an Accounting company. They were launched in 2002, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rocky Mount, NC
Services provided
100% AccountingFocus Areas
100% BookkeepingFounded in 1994, Bunch & Company, LLP is an Accounting company. Their team offers Accounting.
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Ability to Deliver considers three criteria:
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List of the Top 15 United States Bookkeeping Services
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Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting40% Bookkeeping70% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
31.9/40.016.6/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting100% Bookkeeping25% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting30% Bookkeeping15% Other -
$1,000+Undisclosed1,000 - 9,999Irving, TX
Ability to deliver
31.5/40.017.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting35% Bookkeeping40% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting90% Bookkeeping55% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting40% Bookkeeping70% Other -
UndisclosedUndisclosed1,000 - 9,999Austin, TX
Ability to deliver
30.9/40.016.2/20 Reviews8.4/10 Clients & Experience6.3/10 Market PresenceService focus
35% Accounting20% Bookkeeping65% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting31% Bookkeeping10% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
34/40.019.6/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting30% Bookkeeping60% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting30% Bookkeeping60% Other -
$1,000+$100 - $149 / hr2 - 9Chicago, IL
Ability to deliver
29.6/40.016.2/20 Reviews8.4/10 Clients & Experience5/10 Market PresenceService focus
90% Accounting56% Bookkeeping10% Other -
$1,000+$300+ / hr2 - 9Cleveland, OH
Ability to deliver
31/40.016.2/20 Reviews7.7/10 Clients & Experience7.1/10 Market PresenceService focus
100% Accounting46% Bookkeeping -
Undisclosed$25 - $49 / hr250 - 999Meridian, ID
Ability to deliver
27.6/40.016.2/20 Reviews4.8/10 Clients & Experience6.6/10 Market PresenceService focus
35% Accounting35% Bookkeeping65% Other -
UndisclosedUndisclosed10 - 49Tustin, CA
Ability to deliver
26.7/40.016.2/20 Reviews4.4/10 Clients & Experience6.2/10 Market PresenceService focus
100% Accounting60% Bookkeeping -
$1,000+$25 - $49 / hr50 - 249Houston, TX
Ability to deliver
28.7/40.016.4/20 Reviews6/10 Clients & Experience6.3/10 Market PresenceService focus
75% Accounting40% Bookkeeping25% Other -
UndisclosedUndisclosed10 - 49St. Louis Park, MN
Ability to deliver
25.6/40.016/20 Reviews3.9/10 Clients & Experience5.7/10 Market PresenceService focus
100% Accounting100% Bookkeeping -
UndisclosedUndisclosed50 - 249Fairfax, VA
Ability to deliver
25.4/40.016.2/20 Reviews2.1/10 Clients & Experience7.1/10 Market PresenceService focus
100% Accounting100% Bookkeeping -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting30% Bookkeeping80% Other -
Undisclosed$50 - $99 / hr2 - 9Sarasota, FL
Ability to deliver
25.2/40.016.2/20 Reviews4.5/10 Clients & Experience4.6/10 Market PresenceService focus
100% Accounting75% Bookkeeping -
UndisclosedUndisclosed10 - 49Mechanicsburg, PA
Ability to deliver
25.2/40.016.2/20 Reviews3.3/10 Clients & Experience5.7/10 Market PresenceService focus
100% Accounting75% Bookkeeping -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.1/40.017.8/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting50% Bookkeeping90% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
31.9/40.016.2/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting15% Bookkeeping50% Other -
$1,000+$50 - $99 / hr10 - 49Denver, CO
Ability to deliver
24.1/40.016.4/20 Reviews2.4/10 Clients & Experience5.3/10 Market PresenceService focus
100% Accounting75% Bookkeeping -
$1,000+$50 - $99 / hr50 - 249Lincolnshire, IL
Ability to deliver
25.4/40.016.2/20 Reviews2.2/10 Clients & Experience7/10 Market PresenceService focus
100% Accounting43% Bookkeeping -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
28/40.013.6/20 Reviews5.7/10 Clients & Experience8.7/10 Market PresenceService focus
100% Accounting30% Bookkeeping -
$5,000+$100 - $149 / hr10 - 49Ashburn, VA
Ability to deliver
23.9/40.015.8/20 Reviews3/10 Clients & Experience5.2/10 Market PresenceService focus
65% Accounting69% Bookkeeping35% Other -
Undisclosed$200 - $300 / hr10 - 49Indianapolis, IN
Ability to deliver
25.1/40.016.2/20 Reviews1.7/10 Clients & Experience7.3/10 Market PresenceService focus
60% Accounting50% Bookkeeping40% Other -
$1,000+$100 - $149 / hr50 - 249Boston, MA
Ability to deliver
24.9/40.016.2/20 Reviews1.4/10 Clients & Experience7.2/10 Market PresenceService focus
100% Accounting43% Bookkeeping -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting35% Bookkeeping65% Other -
Undisclosed$50 - $99 / hr2 - 9Grapevine, TX
Ability to deliver
24.1/40.016.2/20 Reviews1.8/10 Clients & Experience6.1/10 Market PresenceService focus
87% Accounting64% Bookkeeping13% Other
Latest Bookkeeping Articles
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U.S. Bookkeeping FAQs
U.S.-based bookkeeping teams bring fluency in GAAP, IRS reporting, and state-by-state payroll and sales tax rules—critical for audit readiness and lender or investor due diligence. They also tend to align with your time zone, banking practices, and common tools, which speeds month-end closes and issue resolution.
If you operate across multiple states, sell on marketplaces, or need accrual accounting with revenue recognition, a U.S. partner can set up compliant workflows and evidence trails your CPA and board will trust.
Pricing varies thanks to several key factors, such as scope, complexity, and expertise. According to data gathered by Clutch, most bookkeeping agencies in America charge:
- Starter/monthly bookkeeping: $300 – $800 per month
- Growing SMB: $800 – $2,500 per month
- Inventory/eCommerce: $1,500 – $4,000+ per month
- Hourly bookkeeping: $35 – $120 per hour (bookkeeper); $120 – $250+ per hour (controller/CFO oversight)
- One-time cleanup or system setup: $1,000 – $7,500+, depending on months to clean and software migration
Additional cost drivers include transaction volume, number of entities, payroll headcount, inventory complexity, industry compliance, and reporting cadence.
U.S. bookkeeping firms cover a broad set of verticals and niches, reflecting America’s diverse and vast business landscape. It’s common to find dedicated agencies specializing in:
- eCommerce and retail — Shopify, Amazon, Walmart, multi-state sales tax
- SaaS and technology — deferred revenue, ARR/MRR metrics, capitalization policies
- Professional services and agencies — WIP, project margins, time tracking
- Healthcare and clinics — payer reconciliations, HIPAA-adjacent workflows
- Construction and real estate — job costing, progress billing, CAM
- Nonprofits — fund accounting, grant tracking
- Manufacturing and distribution — COGS, inventory valuation, landed cost
Look for case studies and tool expertise aligned to your vertical.
Strategically outline your project’s specific requirements and objectives to have a clearer search guideline. Then, browse through Clutch’s directories and follow these 6 crucial steps:
- Check credentials — QuickBooks ProAdvisor/Xero certifications, CPA oversight, or controller experience for complex accruals.
- Verify tech stack — QuickBooks or Xero, NetSuite for scale, plus Bill, Expensify/Ramp, Gusto/ADP, Shopify/Amazon, and robust bank feed rules.
- Assess process maturity — documented close checklist, reconciliations, variance analysis, and clear escalation paths.
- Evaluate security and access — role-based permissions, SOC 2 posture, and data retention policies.
- Review proof — industry case studies, sample reports, references, and service-level expectations.
- Align on pricing — transparent scope, change-order policy, and ownership of subscriptions.
Shortlist 2–3 firms, request a sample close package, and run a pilot month before committing to annual terms.
- No monthly bank/credit card, payment processor, or balance sheet reconciliations
- Limited access to your general ledger or reluctance to document processes
- Overreliance on manual data entry; no rules, automations, or close checklist
- Can’t explain revenue recognition, inventory valuation, or sales tax nexus in your context
- Vague pricing, no engagement letter, or no clarity on data ownership
- Guarantees around tax outcomes or audit results
- Poor communication, missed deadlines, or turnover with no continuity plan
Bookkeeping is paramount to your business’ operations and growth. Don’t make the mistake of cutting corners and settling for trade-offs; make sure you hire a team that’s clear of any red flags.
Get matched with the 5 best-fit agencies for your project—in 4 minutes or less.