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.
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.
Read Most Recent ReviewWas 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?
More responsive than most other service providers
Get in TouchGeorge Dimov, CPA is responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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UndisclosedUndisclosed2 - 9Tallahassee, FL
Services provided
100% AccountingFocus Areas
100% BookkeepingPaul A Posey & Co, a small Accounting company, is located in Tallahassee, Florida. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Lewisville, TX
Services provided
90% Accounting10% Business ConsultingFocus Areas
100% BookkeepingAccounting company Robert W Alcorn, MBA CPA was established in 2005. The company provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Rochester, MI
Services provided
100% AccountingFocus Areas
100% BookkeepingBudget Bookkeeping and Business Services is an Accounting company. They are headquartered in Rochester, Michigan and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Seattle, WA
Services provided
70% Accounting15% Business Consulting15% Finance & Accounting Outsourcing (FAO)Focus Areas
100% BookkeepingFour Cedars Accounting Group LLC is an Accounting company established in 2010. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Simi Valley, CA
Services provided
100% AccountingFocus Areas
100% BookkeepingBrandon Sua & Associates, a small Accounting company, is based in Simi Valley, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Simi Valley, CA
Services provided
100% AccountingFocus Areas
100% BookkeepingHLW Tax & Financial Services, a small Accounting company, is based in Simi Valley, California. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
100% AccountingFocus Areas
100% BookkeepingOmni Legal Group is an Accounting company. Located in Los Angeles, California, their team offers Accounting.
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UndisclosedUndisclosed1,000 - 9,999Seattle, WA
Services provided
80% Accounting20% Business ConsultingFocus Areas
33% Bookkeeping34% Payroll Processing33% Financial AccountingSee all 1 projectsAndersen provides a range of accounting services, including international and domestic filing, bookkeeping, tax preparation, and financial reporting. The reviews highlight Andersen's ability to deliver cost-effective solutions that ensure compliance and promptness, contributing to significant cost savings. Clients appreciate their communication through various channels, although some suggest potential improvements in pricing.
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UndisclosedUndisclosed2 - 9Silverdale, WA
Services provided
70% Accounting30% Business ConsultingFocus Areas
100% BookkeepingWaterfront CPA Group is an Accounting company. Their small team is based in Silverdale, Washington and specializes in Accounting and Business Consulting. The company was founded in 2006.
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UndisclosedUndisclosed2 - 9Bellevue, WA
Services provided
100% AccountingFocus Areas
100% BookkeepingFounded in 2018, Gentle Frog is an Accounting company. The small team offers Accounting.
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UndisclosedUndisclosed10 - 49Seattle, WA
Services provided
100% AccountingFocus Areas
100% BookkeepingSystem Six is an Accounting company. Their small team is located in Seattle, Washington. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Seattle, WA
Services provided
70% Accounting30% Business ConsultingFocus Areas
100% BookkeepingAldaris CPA Group, a small Accounting company, is in Seattle, Washington. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Detroit, MI
Services provided
75% Accounting25% Business ConsultingFocus Areas
50% Bookkeeping50% Payroll ProcessingRehmann is an Accounting company. Established in 1941, the agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Delray Beach, FL
Services provided
100% AccountingFocus Areas
100% BookkeepingAccounting company Susan Toth, CPA MBA is located in Delray Beach, Florida. Founded in 2005, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Delray Beach, FL
Services provided
100% AccountingFocus Areas
100% BookkeepingSmall Accounting company ELLIE ROZINSKY, CPA, is based in Delray Beach, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Denver, CO
Services provided
70% Accounting30% Business ConsultingFocus Areas
100% BookkeepingAccounting company Pro Trader Tax, LLC offers Accounting and Business Consulting. They are headquartered in Denver, Colorado.
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UndisclosedUndisclosed2 - 9Syracuse, NY
Services provided
100% AccountingFocus Areas
100% BookkeepingFounded in 1987, Long Forms Short Forms is an Accounting company. Headquartered in Syracuse, New York, the team specializes in Accounting.
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UndisclosedUndisclosedFreelancerDenver, CO
Services provided
100% AccountingFocus Areas
100% BookkeepingAccounting company EMC Accounting Group is in Denver, Colorado. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Houghton, MI
Services provided
100% AccountingFocus Areas
100% BookkeepingSuperior Tax & Accounting Services, LLC is an Accounting company. They are headquartered in Houghton, Michigan and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Benton Harbor, MI
Services provided
100% AccountingFocus Areas
71% Bookkeeping29% Payroll ProcessingBased in Benton Harbor, Michigan, Tri-County Bookkeepers is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Philadelphia, PA
Services provided
100% AccountingFocus Areas
100% BookkeepingAvrach & Company PC, a small Accounting company, is based in Philadelphia, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Miami, FL
Services provided
100% AccountingFocus Areas
71% Bookkeeping29% Payroll ProcessingC&M CPA is an Accounting company. The team focuses on Accounting and is based in Miami, Florida.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
100% AccountingFocus Areas
100% BookkeepingMazzola & Company is an Accounting company. Established in 2017, the company is in Philadelphia, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
100% AccountingFocus Areas
100% BookkeepingTrueUp Business Solutions Ltd is an Accounting company. The agency is headquartered in Philadelphia, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
100% AccountingFocus Areas
100% BookkeepingIn Philadelphia, Pennsylvania, Holtzman Tax and Financial Services is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Albany, CA
Services provided
100% AccountingFocus Areas
100% BookkeepingKOPMAN, INC. Is an Accounting company. Based in Albany, California, the company offers Accounting.
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UndisclosedUndisclosed2 - 9Miami, FL
Services provided
100% AccountingFocus Areas
100% BookkeepingKim Marks CPA is a small Miami, Florida-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
100% AccountingFocus Areas
100% BookkeepingEstablished in 2014, Pierre Accounting is a small Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
100% AccountingFocus Areas
100% BookkeepingLaunched in 2005, Weissman Accounting is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosedFreelancerCampbell, CA
Services provided
100% AccountingFocus Areas
100% BookkeepingA Reliable Bookkeeping Service, an Accounting company, was established in 2005. They offers Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
100% AccountingFocus Areas
100% BookkeepingSnow Bittleston Hartman Fong & Associates, Inc. Is a small Accounting company headquartered in San Jose, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
100% AccountingFocus Areas
100% BookkeepingSunrise Tax Service is an Accounting company. Their small team is headquartered in San Jose, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
100% AccountingFocus Areas
100% BookkeepingSK Morton Financial Group, a small Accounting company, is in San Jose, California. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Temecula, CA
Services provided
70% Accounting30% Business ConsultingFocus Areas
100% BookkeepingEsther N. Phahla, CPA, A Professional Corporation, an Accounting company, is headquartered in Temecula, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Temecula, CA
Services provided
100% AccountingFocus Areas
100% BookkeepingJ&T Accounting Services, an Accounting company, is in Temecula, California. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Montclair, NJ
Services provided
100% AccountingFocus Areas
100% BookkeepingZip Bookkeeping is an Accounting company. They are headquartered in Montclair, New Jersey and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9McKinney, TX
Services provided
75% Accounting25% Business ConsultingFocus Areas
100% BookkeepingJ. Martinez-Crespo, CPA is an Accounting company. They are located in McKinney, Texas, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Temecula, CA
Services provided
70% Accounting20% Business Consulting10% Financial ConsultingFocus Areas
100% BookkeepingChampion Bookkeeping is a small Temecula, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Washington, DC
Services provided
100% AccountingFocus Areas
100% BookkeepingSmall Accounting company Accounts International, LLC, is based in Washington, District of Columbia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Washington, DC
Services provided
100% AccountingFocus Areas
100% BookkeepingWilliams Adley is an Accounting company. They are based in Washington, District of Columbia and have small team. Their team offers Accounting.
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UndisclosedUndisclosed1,000 - 9,999Washington, DC
Services provided
100% AccountingFocus Areas
33% Bookkeeping34% Payroll Processing33% Financial AccountingRaffa, P.C. Is an Accounting company. The team is based in Washington, District of Columbia, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Washington, DC
Services provided
100% AccountingFocus Areas
100% BookkeepingRoseMcKenna PLLC is a small Washington, District of Columbia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Washington, DC
Services provided
100% AccountingFocus Areas
100% BookkeepingJohn C Walsh & Co is an Accounting company. They are in Washington, District of Columbia and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Washington, DC
Services provided
100% AccountingFocus Areas
100% BookkeepingMichael Rinaldi & Co PC is an Accounting company. They are headquartered in Washington, District of Columbia and have small team. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Tempe, AZ
Services provided
70% Accounting30% Business ConsultingFocus Areas
100% BookkeepingHeadquartered in Tempe, Arizona, Mansperger Patterson & McMullin PLC is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tempe, AZ
Services provided
100% AccountingFocus Areas
100% BookkeepingAccounting company Splaver & Splaver, CPA, PLC was launched in 2001. The firm focuses on Accounting, and is small.
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UndisclosedUndisclosed10 - 49Tempe, AZ
Services provided
100% AccountingFocus Areas
100% BookkeepingEstablished in 2000, CP Lake, PLLC is a small Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Tempe, AZ
Services provided
100% AccountingFocus Areas
100% BookkeepingHerb Anderson CPA LLC is a small Tempe, Arizona-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Tempe, AZ
Services provided
100% AccountingFocus Areas
100% BookkeepingArizona Tax Advisors is a small Tempe, Arizona-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Tempe, AZ
Services provided
70% Accounting30% Business ConsultingFocus Areas
100% BookkeepingLang Accounting Services, PLLC, an Accounting company, was established in 2008. The agency focuses on Accounting and Business Consulting.
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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.