Accounting & Bookkeeping

Small business accounting services customized for you

At Davie Kaplan, we go beyond bookkeeping. A team of advisors will work with you to provide guidance on running your business using accurate and timely financial information.

Our team will handle all your accounting needs. We have the flexibility to be a short-term alternative while trying to replace a bookkeeper, directly assist business owners with their books, or supervise an existing bookkeeper to act as a second set of eyes and trainer.

By using our service, you have a team of experts available to you on a daily basis. If you are currently performing the bookkeeping function yourself, our team would free you up so you can focus on what you do best – managing and growing your business.


Benefits We Provide

  • Bookkeeping is completed timely and accurately all year long.
  • Allows for more accurate tax planning.
  • Books don’t need to be cleaned up at year end.
  • Tax return can be prepared earlier due to books being in order.
  • Reduces cost of year end planning and tax return as clean up would not be required.
  • Independent set of eyes verifying transactions or supervising your bookkeeper.
  • Current financials throughout the month.
  • Save on employer taxes, benefits and insurance due to less staff required.
  • Quicker Identification of mistakes and other issues.
  • Fixed monthly fee available.
  • Bill pay arrangements available:
    • Your bills are paid for you and there is no need to write checks.
    • Automatic backup of invoices. They are stored in the cloud and backed up daily.
    • Approval of bills remotely.

Meet our team of QuickBooks Proadvisors:

Jeanne Stockmaster

Jeanne has been a member of our small business group for over 15 years and is skilled in QuickBooks Desktop and Online editions. Learn more about Jeanne here.

Julia Larkin

Julia has been a member of our small business group for over 5 years and has over 20 years of bookkeeping experience. Learn more about Julia here.

Sharon Kemp

Sharon has been a member of our small business group for over 15 years and is skilled in QuickBooks Desktop, Online, and with Billpay. Learn more about Sharon here.

For more information about our accounting and bookkeeping services, please contact us.

How can we help you?

Please let us know if you have a question, or would like further information about Davie Kaplan.

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