Your Trusted Accounting Partner In North America

We simplify accounting, tax, financial analysis with a mix of automations, so you can focus on your growth
Explore More
Schedule a consultation
2
1
2
3
4
6
7
8
9
0
2
0
1
2
3
4
5
6
7
9
8
00
k
Hours Saved Annually
3
1
2
3
4
6
7
8
9
0
9
0
1
2
3
4
5
6
7
9
8
0
+
Certified Experts
4
1
2
3
4
0
1
2
3
4
5
6
7
9
8
0
%
Cost Savings
7
1
2
3
4
5
6
7
0
1
2
3
4
5
6
7
9
8
0
%
Better Cash Flow
Bookkeeping
Accounting Automations
Financial Analysis & Reporting
Auditing
Budgeting & Forecasting
Tax Preparation
Compliance
Business Focused Bookkeeping
Outsourced Bookkeeping

Business Focused Bookkeeping

Our goal is to implement expert knowledge, combined with automation to provide you with real-time data at your finger tips to make real-time business decisions. Our end-to-end bookkeeping solution goes beyond data entry—combining accurate accounting, insightful reporting, compliance support, tax readiness, and strategic financial planning to help your business grow with confidence.

Bookkeeping

We ensure your books are accurate, up-to-date, and fully reconciled—giving you a clear picture of your business’s financial health. From weekly bookkeeping to monthly closing, we handle it all so that you can stay current with your business.  

Accounting Automations

We identify key gaps in your financial processes and implement smart automation—eliminating manual tasks, reducing errors, and syncing your bookkeeping in real-time. From invoicing to billing tracking, we help you save time and focus on growth.

Financial Analysis & Reporting

We turn numbers into insights—delivering easy-to-understand reports that help you track performance, profitability, and key financial trends. We provide you with actionable dashboards and KPIs to make so you can make smarter decisions.

Auditing

Our audits identify risks, strengthen internal controls, and ensure financial transparency—preparing your business for regulatory review or investor due diligence. During our audits, we would also report on incorrect classifications, incorrect entries, missing receipts, suggest modifications and merging of accounts, if required.

Budgeting & Forecasting

We help you create realistic budgets and reliable financial forecasts so you can plan growth, allocate resources wisely, and prepare for what’s ahead.

Cash Flow Projection

We analyze your income and expenses to project future cash flow—helping you avoid shortfalls, manage liquidity, and maintain operational stability.

Tax Preparation & Compliance

We prepare accurate, compliant tax filings workings ready for your business. Stay ahead of regulations with our detailed compliance team - we ensure your financial practices meet local and international standards.

Outsourced Bookkeeping

CPAs - Free up your time by outsourcing the bookkeeping to an expert agency. Outsourced bookkeeping gives your business access to expert financial services without the overhead of an in-house team. We become your virtual finance department—cost-effective, scalable, and always accurate.

Core Bookkeeping

Daily transaction coding, bank & credit-card reconciliations, GL maintenance

Accounts Payable & Receivable

End-to-end invoice processing, vendor payments, collections follow-up

Sales-Tax Compliance

Sales tax Reconciliations and backup workings provided ready to file the tax returns

Month-End Management Reports

Statement of performance and balances, adjusting entries, work-papers, variance commentary and custom actionable reports

Catch-Up & Clean-Up Projects

Diagnostics, backlog clearance, system migrations

Trusted by Leading Accounting Softwares

We work with industry leading softwares to enhance your business accounting

Partner with a team of trusted CPAs to level up your accounting
Book A Free Consultaition

Traditional Bookkeepers v/s Our Approach

Type

Traditional Approach

CPB Approach

Chart of Accounts Set Up
Reconciliations
Year-end tax preparation
AI & Automations
Integrations with Business Softwares
Expense Tracking
Manual
OCR Tech
Transaction Categorization
Manual
Rules
Frequency of Bookkeeping
Quarterly
Weekly
Resources
Shared
Dedicated
Reporting
None to Basic
Advanced Real-Time
Review Meetings
Quarterly / Half- Yearly
Bi-Weekly
Support
Basic
Help Desk Portal

Experience the future of bookkeeping

Say goodbye to traditional methods and embrace the efficiency
of automated functions for your bookkeeping needs

CONTACT US

Our Process

Step 1

Consultation
& Needs Assessment

Initial discovery call to understand your business processes

Step 2

Strategy
& Implementation

Craft a tailored strategy for your business and implement it with strict deadlines

Step 3

Ongoing Support
& Reporting

Monthly actionable reports and dedicated help-desk support provided

Step 1

Consultation & Needs Assessment

Initial discovery call to understand your business processes

Step 2

Strategy & Implementation

Craft a tailored strategy for your business and implement it with strict deadlines

Step 3

Ongoing Support & Reporting

Monthly actionable reports and dedicated help-desk support provided

Certified Professionals You Can Trust

Our team is certified and stays updated with the latest accounting trends and technologies

What Our Clients Say

“The Vestry team helped us clarify our goals and build a plan that actually worked. We’re finally growing with purpose.”

Jason L., NovaTech Solutions

“The Vestry team helped us clarify our goals and build a plan that actually worked. We’re finally growing with purpose.”

Jason L., NovaTech Solutions

“The Vestry team helped us clarify our goals and build a plan that actually worked. We’re finally growing with purpose.”

Jason L., NovaTech Solutions

Don't just take our word for it

What Our Clients Say

Quote
Client person photo

Alicia Bennett, Founder

GlowGear

(E-commerce retail)

“CPA Bookkeeper’s automated shopify-to-QuickBooks bridge slashed our invoice and payment creation efforts by 95%. I can launch promos without dreading month-end, thanks to Mayank and his team.”

Quote

Carlos Duarte, CFO

Riverton Plastics

(Manufacturing)

“Their inventory-costing setup in Xero now pins down unit costs in real time. Material waste fell 8 %, saving six figures in one quarter. Big shoutout to CPA Bookkeeper”

Quote

Maya Lee, CEO

SprintStack

(B2B SaaS)

“Weekly KPI dashboards give me MRR, churn, and cash runway at a glance—it’s like having a fractional CFO baked into our bookkeeping fee. Love working with the team at CPA Bookkeeper”

Quote

Jordan O’Connor, Controller

NorthPeak Builders

(Construction & Trades)

“Job-cost reports for four entities used to take two staff days; now they arrive every Friday by 9 a.m.—error-free. The team at CPA Bookkeeper have been extremely professional, and complete accounting on time.”

Quote
Client person photo

Priya Malhotra, Managing Partner

Maple & Co. Law

(Legal services)

“Trust-account compliance is non-negotiable. CPA Bookkeeper built airtight workflows that sailed through our audit with zero adjustments. Mayank and his team are extremely easy to work with.”

Quote
Client person photo

Samuel Greene, VP Finance

HarborLight Hotels

(Hospitality)

“CPA Bookkeeper clearly know what they do and are experts in finance. We have loved working with them since day 1 since they have been extremely responsive and understanding.”

Quote

Elena Ruiz, Executive Director

BrightPath Foundation

(Non-profit)

“Grant-restricted fund tracking is finally easy and clear. Board meetings discuss the impact on business, not untangling spreadsheets, thanks to CPA Bookkeeper”

Quote

Dr. Nicole Chang, Owner

WellSpring Physio

(Healthcare clinic)

“AR automations cut outstanding patient invoices by 40 %. Cash flow improved significantly due to automated reminders. Reconciliations for dues from Insurance companies have been a breeze since CPA Bookkeeper took over.

Quote

Kevin Brooks, Broker-Owner

UrbanNest Realty

(Real-estate brokerage)

“Commission splits post automatically, so agents get statements next day. Morale’s up and my weekends are back. Would 100% recommend CPA Bookkeeper to fellow businesses”

Quote

Alireza Aram, Founder

Anabon Securities

(Real-estate brokerage)

“CPA Bookkeeper revolutionized our financial operations with their comprehensive Books set up. The integrated solution between Zoho Books, Desk, and Analytics has given us clear visibility into our operations. The automated reconciliation and returns management systems have not only saved time but helped us improve our product quality significantly.”

Quote

Craig Marsh

The ADHD Company

(Consulting)

“CPA Bookkeeper transformed our financial chaos into a streamlined operation. They cleared 4 years of our financial backlog in 30 days. The profitability insights helped us identify and save over $50,000 in costs, while our coaches love the new expense management system and instant billing system. They've truly been instrumental in professionalizing our financial operations."

Quote

Dan Avon, President

AIM Insurance

(Insurance)

“CPA Bookkeeper transformed our bookkeeping backlog into a streamlined, automated system within just 3 weeks. Their expertise with accounting platforms not only solved our immediate challenges but created sustainable automated solutions for our billing and reporting processes. Their ability to identify missed revenue while optimizing expenses proved they're not just service providers, but true partners in our financial success."

Get the insights into your business you’ve always wanted!

Schedule a Consultation
X