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.
1 of 2 reviews are 5 stars1 new review for Accounting services$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent reviews for George Dimov, CPA reflect a mixed sentiment. One client praised their timely delivery and problem-solving abilities, noting cost savings from an S-Corp switch. Conversely, another client expressed significant dissatisfaction, citing poor communication, technical incompetence, and a lack of support following payment. This disparity suggests that while some clients find value in their services, others have experienced serious shortcomings, particularly in customer service and professional competence.Was this helpful?
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?
Industry Experience
George Dimov, CPA has demonstrated expertise across various industries, including Advertising & Marketing, Financial Services, Information Technology, and Business Services. Clients have praised their thoroughness and professionalism in tax filings, bookkeeping, and audits, noting strong communication and timely deliverables. However, feedback suggests issues with responsiveness in some projects, particularly in Consumer Goods Consulting. Overall, the firm is well-regarded for its impact in the Financial Services and Information Technology sectors, making it a suitable choice for clients seeking reliable accounting services.
Read All ReviewsSelect Industry to see insights
Real estate Financial services Consumer Products Construction Other Industry Information technology IT Services Arts, entertainment & music Advertising & marketingWas this helpful?
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UndisclosedUndisclosed2 - 9Greensboro, NC
Services provided
100% AccountingFocus Areas
100% BookkeepingDelman & Company, an Accounting company, was established in 1977. The company focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Granite Quarry, NC
Services provided
100% AccountingFocus Areas
100% BookkeepingGary D. Morgan CPA, PA is a small Accounting company in Granite Quarry, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9West Columbia, SC
Services provided
100% AccountingFocus Areas
100% BookkeepingSmall Accounting company Walker and Company Accounting LLC, is headquartered in West Columbia, South Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Columbia, SC
Services provided
100% AccountingFocus Areas
100% BookkeepingSmall Accounting company O Lee Turner CPA, is headquartered in Columbia, South Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Newington, NH
Services provided
100% AccountingFocus Areas
100% BookkeepingAccounting company Peter J. Clarke, Tax Attorney and CPA focuses on Accounting. They were launched in 2009.
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UndisclosedUndisclosed10 - 49Nashua, NH
Services provided
100% AccountingFocus Areas
100% BookkeepingLaunched in 1994, Kline & Company CPA PC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Newark, DE
Services provided
100% AccountingFocus Areas
100% BookkeepingBookkeeping Solutions, a small Accounting company, is headquartered in Newark, Delaware. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Wilmington, DE
Services provided
100% AccountingFocus Areas
100% BookkeepingAccounting company Bookkeepers Two LLC was established in 1998. The team specializes in Accounting and is in Wilmington, Delaware.
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UndisclosedUndisclosed2 - 9Chapel Hill, NC
Services provided
100% AccountingFocus Areas
100% BookkeepingPrice Jack CPA is a small Accounting company located in Chapel Hill, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wyomissing, PA
Services provided
100% AccountingFocus Areas
100% BookkeepingBased in Wyomissing, Pennsylvania, William G. Koch & Associates is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Shillington, PA
Services provided
100% AccountingFocus Areas
100% BookkeepingRenninger & Associates LLC is a small Accounting company in Shillington, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
70% Accounting30% Business ConsultingFocus Areas
100% BookkeepingCG Johnson & Company is an Accounting company. In Long Beach, California, the firm was established in 1998. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sparta, NJ
Services provided
100% AccountingFocus Areas
100% BookkeepingLaunched in 2005, CAB Business Services, LLC is an Accounting company. The firm provides Accounting, and is small.
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UndisclosedUndisclosed10 - 49Allentown, PA
Services provided
100% AccountingFocus Areas
100% BookkeepingAccounting company Campbell, Rappold & Yurasits LLP is in Allentown, Pennsylvania. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Odessa, TX
Services provided
100% AccountingFocus Areas
100% BookkeepingHeadquartered in Odessa, Texas, Moseley & Riddle is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Oceanside, CA
Services provided
100% AccountingFocus Areas
100% BookkeepingOceanside Bookkeeper is an Accounting company. Their small team is in Oceanside, California. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Pearland, TX
Services provided
100% AccountingFocus Areas
100% BookkeepingBased in Pearland, Texas, Randell M. Naquin, CPA, PLLC is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Pomona, CA
Services provided
100% AccountingFocus Areas
100% BookkeepingIn Pomona, California, Claremont Tax & Accounting is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
Services provided
100% AccountingFocus Areas
100% BookkeepingAccounting & Business Consultants, LLC is an Accounting company. Their small team is based in Fort Lauderdale, Florida. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
Services provided
100% AccountingFocus Areas
100% BookkeepingMyTaxGuru is a small Fort Lauderdale, Florida-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Fort Lauderdale, FL
Services provided
100% AccountingFocus Areas
100% BookkeepingSarbey, Kelly and Kaufman, LLC is an Accounting company. They specialize in Accounting and were established in 1981.
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UndisclosedUndisclosed2 - 9East Brunswick, NJ
Services provided
100% AccountingFocus Areas
100% BookkeepingPNF Certified Public Accountants & Healthcare Advis is a small East Brunswick, New Jersey-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Orange, CA
Services provided
100% AccountingFocus Areas
100% BookkeepingAccounting company Morrow & Co was established in 2014. The team offers Accounting and is in Orange, California.
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UndisclosedUndisclosed2 - 9Waukesha, WI
Services provided
70% Accounting30% Business ConsultingFocus Areas
100% BookkeepingEven Better Small Business Advisors is an Accounting company. Their small team is headquartered in Waukesha, Wisconsin. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wayne, NJ
Services provided
100% AccountingFocus Areas
100% Bookkeeping123 Accounting Services LLC is an Accounting company. Their team is located in Wayne, New Jersey. The company specializes in Accounting.
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UndisclosedUndisclosed2 - 9Morristown, NJ
Services provided
100% AccountingFocus Areas
100% BookkeepingTiedemann Bookkeeping and Accounting Services is an Accounting company. Their small team is in Morristown, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Schaumburg, IL
Services provided
100% AccountingFocus Areas
100% BookkeepingSK Tax Associates is a small Schaumburg, Illinois-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Palatine, IL
Services provided
100% AccountingFocus Areas
100% BookkeepingRizzo & Company, P.C is a small Palatine, Illinois-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Schaumburg, IL
Services provided
100% AccountingFocus Areas
100% BookkeepingPremier A & T Solutions is an Accounting company. They are headquartered in Schaumburg, Illinois and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sicklerville, NJ
Services provided
100% AccountingFocus Areas
100% BookkeepingEstablished in 2004, HofflerSmith Financial Services is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Trenton, NJ
Services provided
100% AccountingFocus Areas
100% BookkeepingRam Associates, Certified Public Accountants, an Accounting company, is in Trenton, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9West Jordan, UT
Services provided
70% Accounting30% Business ConsultingFocus Areas
100% BookkeepingLocated in West Jordan, Utah, Proactive Accounting and Advisory Services, PC is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rolling Meadows, IL
Services provided
100% AccountingFocus Areas
100% BookkeepingMazzoni and Associates is a small Rolling Meadows, Illinois-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
Services provided
90% Accounting10% Business ConsultingFocus Areas
100% BookkeepingJ. Zollo & Associates, Inc. Is an Accounting company. Their small team is based in West Palm Beach, Florida and provides Accounting and Business Consulting. The agency was founded in 1997.
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UndisclosedUndisclosed2 - 9Liverpool, NY
Services provided
100% AccountingFocus Areas
100% BookkeepingPowers Accounting is an Accounting company. They are located in Liverpool, New York and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Benicia, CA
Services provided
70% Accounting30% Business ConsultingFocus Areas
100% BookkeepingLaw Offices of Natalya Attestatova, CPA is a small Benicia, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Broken Arrow, OK
Services provided
100% AccountingFocus Areas
100% BookkeepingAccounting company Brown Chism & Thompson PLLC is in Broken Arrow, Oklahoma. They provide Accounting.
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UndisclosedUndisclosed2 - 9Ridgewood, NJ
Services provided
100% AccountingFocus Areas
100% BookkeepingHeadquartered in Ridgewood, New Jersey, O'Neill & Company is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Claremont, CA
Services provided
80% Accounting20% Business ConsultingFocus Areas
100% BookkeepingKimmel & Associates is an Accounting company. Launched in 2011, the company offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wayne, NJ
Services provided
100% AccountingFocus Areas
100% BookkeepingRenee's Bookkeeping llc., a small Accounting company, is located in Wayne, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Yonkers, NY
Services provided
100% AccountingFocus Areas
100% BookkeepingPLP Accountancy Services LLC is an Accounting company. In Yonkers, New York, the firm was founded in 2018. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Grass Valley, CA
Services provided
100% AccountingFocus Areas
80% Bookkeeping20% Financial AccountingCornerstone Accounting Services is an Accounting company. Founded in 2010, the company focuses on Accounting.
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UndisclosedUndisclosed10 - 49Grass Valley, CA
Services provided
70% Accounting30% Business ConsultingFocus Areas
100% BookkeepingRobertson Woodford & Summers is a Grass Valley, California-based Accounting company. They offer Accounting and Business Consulting and were founded in 1996.
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UndisclosedUndisclosed2 - 9Grass Valley, CA
Services provided
100% AccountingFocus Areas
100% BookkeepingScinto Group, LLP is an Accounting company. The company is based in Grass Valley, California. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Scottsdale, AZ
Services provided
100% AccountingFocus Areas
100% BookkeepingScottsdale CPAS PLLC is an Accounting company. They are in Scottsdale, Arizona and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Dearborn, MI
Services provided
100% AccountingFocus Areas
100% BookkeepingEstablished in 2004, Diebolt & Associates, PC is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Dearborn, MI
Services provided
100% AccountingFocus Areas
100% BookkeepingAccounting company Business Financial Consultants, Inc. Was established in 1983. The company focuses on Accounting.
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UndisclosedUndisclosed10 - 49Phoenix, AZ
Services provided
70% Accounting30% Business ConsultingFocus Areas
100% BookkeepingDuskin & Duskin CPA is a small Accounting company based in Phoenix, Arizona. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tallahassee, FL
Services provided
100% AccountingFocus Areas
100% BookkeepingFrank Rong CPA is an Accounting company headquartered in Tallahassee, Florida. The team focuses on Accounting.
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UndisclosedUndisclosedFreelancerTallahassee, FL
Services provided
100% AccountingFocus Areas
100% BookkeepingStarace Accounting Firm CPA is an Accounting company. In Tallahassee, Florida, their small team provides Accounting. The agency was launched in 1992.
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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
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Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
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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
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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.