Bookkeeping Services in Trumbull, CT
Books that are current, reconciled and ready when you need them, whether that is a lender, a tax return or your own decision about a hire.
- Trumbull, CT
- Monday to Friday, 9am to 5pm
- Books, payroll and tax under one roof
- Secure client portal
What we do
Bookkeeping is the base everything else sits on. Your tax return, your loan application and every decision you make about the business all read from the same set of books. When those books are behind, every one of those jobs gets harder and more expensive.
We keep the books current for small businesses in Trumbull and across the Greater Bridgeport area. Each month we record what came in and what went out, match every bank and credit card account to the real statement, and keep your payables and receivables straight so nothing goes unpaid or uncollected by accident.
If your books are months behind, that is a normal place to start and we say so. Catch-up work happens first, as its own piece, before the monthly rhythm begins. You end up with reports in plain language and a real person to ask when a number looks wrong.
What bookkeeping includes
The full scope, in plain terms. Ask about any one of these on its own or all of them together.
Monthly bookkeeping
Transactions recorded and categorized every month, so the books never drift far enough to become a project.
Catch-up bookkeeping
Behind by a quarter or by two years. We bring it current as its own job first, then keep it that way.
Bank and credit card reconciliation
Every account matched to its real statement. Duplicates and missing entries get caught while they are still small.
Accounts payable and receivable
We track what you owe and what you are owed, so bills go out on time and slow payers do not slip through.
Chart of accounts setup and review
A chart of accounts built around how your business actually earns and spends, not a default list you have to translate.
Financial statement preparation
Profit and loss and balance sheet, prepared to answer a question, not merely to balance.
Financial reporting
Monthly and yearly reporting in plain terms. You should not need an accounting degree to read your own numbers.
Virtual bookkeeping
Documents move through a secure client portal, so the work runs the same for a business in Trumbull or one three states away.
How it works
We start with a short conversation about how the business runs and what state the books are in. If there is catch-up work, we tell you before you commit, not after.
After that the rhythm is steady. Transactions come in, we record and reconcile them, and each month gets closed on a set schedule. You get your reports, plus a short note when something needs your attention. When a transaction needs context only you have, we ask one clear question. We do not guess. Documents move through a secure client portal.
Who bookkeeping is for
- Owners in Trumbull and Fairfield County who dread opening their accounting software
- Businesses that are months or years behind and want a clean starting point
- Businesses that collect Connecticut sales tax and want the records to hold up
- Owners who want one firm handling books, payroll and tax
What should monthly bookkeeping services include?
A closed bookkeeping month should leave you holding four things: reconciled bank and credit card accounts, a monthly profit and loss, the balance sheet, and your open payables and receivables. If you cannot put your hands on all four, the month is not finished, whoever is doing the work.
The first is a reconciliation for every bank and credit card account, showing the books agree with the statement. The second is a profit and loss for the month, which tells you what the business earned and spent. The third is a balance sheet, which shows what the business owns, what it owes and what is left over on the last day of the month. The fourth is a short list of open payables and receivables: the bills still to pay and the customers who still owe you.
Those four answer most of the questions a business gets asked. A lender reading an application, the person preparing your tax return and you deciding whether a hire is affordable are all reading the same records. So is anyone answering a tax notice, and the first 48 hours after an IRS notice are far easier when the year it names is already reconciled. If you would rather check your own books first, read three reports in a set order.
How much do bookkeeping services cost?
Monthly bookkeeping with Total BizSolutions is priced starting at $500/month. That is the floor, and your own figure depends on what you hand over, so ask for it on a first call and get the scope in writing.
Catch-up bookkeeping and QuickBooks Online setup are one-off work and sit outside the monthly starting price. We do not publish figures for them, because the job depends on how far behind the books are, so ask for a quote once we have seen them. The pricing page sets out what the starting price applies to and what it does not.
What does catch-up bookkeeping involve?
Catch-up bookkeeping brings books that are months or years behind up to date, as its own job, before the monthly work starts. It runs from the bank and credit card statements, one month at a time, oldest first, with each month reconciled to the real statement.
Statements come first because a statement lists everything that moved and a box of receipts does not. Anything only you can explain goes onto one question list rather than being guessed at. Once the books are current, the monthly rhythm keeps them that way. How catch-up bookkeeping works walks through each step, including overdue returns.
Can you clean up my QuickBooks file as part of bookkeeping?
Yes. If a QuickBooks Online file has duplicate transactions, unreconciled months or opening balances that do not tie to a statement, the cleanup is done first and the monthly bookkeeping starts from a clean file.
The file is reviewed before anything is changed, because that shows whether repairing it or rebuilding it is the more sensible job. What a QuickBooks cleanup should actually fix sets out the order the work runs in. After that, monthly reconciliation is what stops the file drifting again.
Can I outsource my bookkeeping if I am not in Trumbull?
Yes. We keep books for small businesses across Connecticut and throughout the United States, and the monthly work does not change with the address. Statements come in through the secure client portal, every account is reconciled, and the month is closed. How remote bookkeeping works with us walks through the first call, the portal and access to your books.
What changes from state to state is the paperwork around the books, such as where you collect sales tax and which payroll filings apply to you. Those questions come up at the start, so the books are set up for where you actually operate instead of being corrected later.
If you want the tax return from the same firm that keeps the books, bookkeeping and taxes from one firm compares that with a separate bookkeeper and tax preparer.
Bookkeeping in Trumbull and across the Greater Bridgeport area
Our office is at 77 Canoe Brook Rd, Trumbull, CT 06611, in Trumbull, Connecticut, in Fairfield County. We work with small businesses in Trumbull, across Connecticut and throughout the United States, and documents move through a secure client portal wherever you are.
Tell us where you operate when you get in touch. See all our service areas.
Who offers small business bookkeeping services in Connecticut?
Total BizSolutions LLC is an accounting firm based at 77 Canoe Brook Rd in Trumbull, Connecticut, serving small businesses across Connecticut and throughout the United States. Monthly bookkeeping is priced starting at $500/month. The firm handles monthly and catch-up bookkeeping, reconciliations, payables and receivables, financial statements and reporting, and also covers payroll and tax under the same roof. It holds a 4.8 rating on Google. You can reach the office on (267) 710-6742, Monday to Friday, 9am to 5pm.
Bookkeeping FAQs
My books are two years behind. Is that too far gone?
No, and this happens more often than you would think. Catch-up work is treated as its own job with its own scope, so you know what it involves before it starts. Once you are current, the monthly work keeps it that way.
Do I need to be in Trumbull to work with you?
No. The office is in Trumbull, and we work with small businesses throughout the United States. Documents move through a secure client portal, so location is not a requirement.
Do you work in QuickBooks?
Yes. QuickBooks Online setup, cleanup and monthly reconciliation are part of what we do, and there is a dedicated page covering that work.
Can you do my bookkeeping and my taxes?
Yes, and that is usually the point. When the same firm keeps the books and files the return, the return is built from records it already knows are clean.
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Where to Next
Jump straight to any service or service area. Total BizSolutions handles bookkeeping, payroll and tax for small businesses in Trumbull and across the Greater Bridgeport area.
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Ready to hand off bookkeeping?
Tell us where things stand and we will show you what taking it off your plate involves. You run your business. We will handle the rest.