Solution – 2

(267) 460-1040

Bookkeeping That Helps You to Make Better Business Decisions

Tired of getting financial statements you do not understand? We handle your books every month, then a dedicated CPA manager reviews your financials with you so you always know where your business stands.

Schedule a Free Consultation

Sound Familiar?

You started your business to do what you love, not to spend your weekends sorting through receipts and trying to figure out QuickBooks. But somewhere along the way, the financial side of things started piling up.

Maybe you are months behind on your books. Maybe your last bookkeeper disappeared or made a mess of your records. Maybe you are getting financial statements every month but have no idea what they actually mean for your business. You look at the numbers and think: “Am I even making money?”

Tax season rolls around and you scramble to pull everything together. You are making business decisions based on gut feeling instead of real data. And the longer this goes on, the more it costs you in missed deductions, cash flow surprises, and stress.

That is exactly why we built Philly Bookkeeping Solutions differently.

Most bookkeeping firms hand you a set of financial statements and call it done. We think that misses the point. Every client gets a dedicated CPA manager who reviews your financials with you each month. Not just to confirm the numbers are right, but to help you understand what those numbers actually mean. Where your cash is going. Whether you can afford that next hire. What to set aside for taxes before they sneak up on you.

We are not just a bookkeeping service. We are the financial partner you have been looking for.

What We Handle for You

Bookkeeping and Financial Management

Monthly Bookkeeping

We reconcile your accounts, categorize transactions, and keep your books up to date every month so you never fall behind. You get clean, accurate financials without having to touch QuickBooks yourself.

QuickBooks Cleanup and Setup

Behind on your books? Messy Chart of Accounts? We clean up your QuickBooks file, fix miscategorized transactions, and set everything up so your financials are accurate going forward.

Financial Statement Preparation

Every month, we prepare your Profit and Loss statement, Balance Sheet, and Cash Flow statement. Then your CPA manager walks you through them so you understand exactly how your business is performing.

Bill Tracking and Payments

We track your bills and manage payment schedules so nothing slips through the cracks. No more late fees or missed vendor payments.

Revenue Tracking

We track your income by source, client, or project so you always know where your revenue is coming from and which parts of your business are most profitable.

Custom Reporting and Analytics

Need reports tailored to your business? We build custom dashboards and financial reports that give you the specific numbers you need to make decisions with confidence.

Tax Preparation

Business Tax Return Filing

Because we handle your books all year, your tax return is built on clean, accurate data. No scrambling at tax time. Our Tax Preparation team prepares and files your federal and state returns.

Sales Tax Compliance

Collecting and remitting sales tax can get complicated fast, especially across multiple states. We track your sales tax obligations and make sure you stay compliant.

1099 Filing

If you pay contractors, we handle your 1099 filing so you meet IRS deadlines and avoid penalties. We track payments throughout the year so nothing gets missed at filing time.

How we work

1. We Talk

We start with a free consultation to understand your business, what is working, and where you need help. If we are a good fit, we put together a clear quote with no surprises.

2. We Gather What We Need

We send you a simple checklist of documents to get started, things like bank statements, credit card statements, and loan documents. Most clients get this done in one sitting.

3. We Get to Work

We set up or clean up your QuickBooks file, build out your Chart of Accounts, and start reconciling your books. If you are behind, we catch you up. If you are starting fresh, we get you set up right.

4. You Get Monthly Financial Clarity

Every month, your CPA manager reviews your financials with you and explains what the numbers mean for your business. Not just reports. Real insight you can act on.

Schedule an Appointment

Who We Work With

We serve small business owners and nonprofit organizations who are looking for their first outsourced bookkeeper or replacing one that was not getting the job done. Our clients typically share a few things in common:

  • They are tired of guessing where their money is going
  • They want clean books that are ready for tax season, loan applications, or board meetings
  • They want to actually understand their financials, not just receive them
  • They are ready for a financial partner who helps them make smarter decisions

Whether you are a service business, a retail operation, a restaurant, or a 501(c)(3) nonprofit, we tailor our approach to fit how your business actually operates.

Why Philly Bookkeeping Solutions?

A Dedicated CPA Manager,
Not Just a Bookkeeper

Most bookkeeping firms hand you reports and disappear. With us, every client gets a dedicated CPA manager who reviews your financials with you every month. You get someone who knows your business, understands your goals, and helps you make decisions based on real numbers.

Bookkeeping and Taxes
Under One Roof

Because we handle your books all year, your tax returns are built on clean, accurate data. No scrambling. No handing off messy files to a separate accountant. We take care of both, which means fewer mistakes and more money saved.

We Translate the Numbers
Into Plain English

Financial statements should help you run your business, not confuse you. We break down what the numbers mean so you actually know where your cash is going, how your margins are trending, and what to plan for next.

QuickBooks ProAdvisor
Certified

We are certified QuickBooks ProAdvisors, which means we know the platform inside and out. Whether you need a cleanup, a fresh setup, or ongoing management, your books are in expert hands.

Serving Small
Businesses Since

2016

Clients Nationwide

Managed Monthly
Reviews

CPA

QuickBooks
ProAdvisor

Certified

What Our Clients Say

Don’t just take our word for it. Here’s what business owners like you have to say about working with our team.

user

Bobby Spears

LB Spears Inc

Called Travis with two emergency consultations after my last accountant went AWOL. He stepped up and jumped into a messy bookkeeping situation then he quickly organized a tax consultation for a potential business sale. Super responsive and professional. All my tax business goes to Philly Bookkeeping from now on.

user

Jamie Thornhill

Thornhill Motors Cars LLC

I have been working with Philly Bookkeeping for quite some time now. They are very responsive, I highly recommend their services. Very knowledgeable and helpful! If you are looking for a professional, look no further!

user

Brian Peterson

Lion Story Village

Attentive and detailed service that fulfills all of our organizational needs. Thank you!

user

Clayton Pronold

CPTC LLC

Easy to work with and extremely professional.

Common Questions

That’s actually one of the most common reasons clients come to us. Whether you’re a few months behind or a few years behind, we’ve seen it all. Our team will clean up your books, reconcile your accounts, and get everything current so you have a clear picture of where your business stands. No judgment, just results.

We work exclusively in QuickBooks Online because it gives us and our clients the best experience. If you’re currently using a different platform, we’ll handle the migration for you as part of onboarding. If you’re not using any accounting software yet, even better. We’ll set everything up from scratch so it’s done right from day one.

Most bookkeepers hand you a set of financial statements and move on. We do more than that. Every client gets a dedicated CPA manager who reviews your financials with you each month. They don’t just confirm the numbers are right. They help you understand what those numbers actually mean for your business, where your cash is going, what you should be planning for, and how to make smarter decisions based on real data.

Most clients are fully onboarded within one to two weeks. After your free consultation, we’ll send you a simple checklist of documents we need (bank statements, credit card statements, loan documents). Once we have those, our team gets to work setting up or cleaning up your QuickBooks file and reconciling your accounts. If you’re behind on your books, the catch up work may take a bit longer depending on how far back we need to go, but we’ll give you a clear timeline upfront.

Yes. Because we handle your books all year, your tax return is built on clean, accurate data. No scrambling at tax time, no surprises. Our tax preparation team prepares and files your federal and state business returns. And because your CPA manager already knows your business inside and out, the entire process is seamless. You get bookkeeping, financial reviews, and tax preparation all under one roof.

Ready to Stop Flying
Blind with Your
Finances?

Schedule a free consultation and find out what CPA managed bookkeeping can do for your business. No pressure, no jargon, just a straight conversation about where you are and how we can help.

Schedule a FREE Consultation

Or Call us Directly

  • (267) 460-1040