Bookkeeping & Accounting
Monthly bookkeeping, bank and credit card reconciliations, and a month-end close you can rely on. Months or years behind? We catch up and clean up every year you need.
CPA-led · Serving U.S. businesses
Clean books, on-time returns, and a CPA who answers.
Sterlyn Financial Partners handles monthly bookkeeping in QuickBooks, Xero and Odoo, prepares your financial statements, and files business and individual tax returns.
Licensed U.S. CPAs
IRS-registered preparers (PTIN)
Work hours aligned to U.S. time zones
We work in
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Odoo
- Excel & Google Sheets
Services
Everything from the first transaction to the filed return.
Pick one service or hand us the whole cycle. Every engagement is reviewed by a licensed CPA before anything reaches you or the IRS.
Odoo ERP Services
Odoo accounting setup and implementation, migration from QuickBooks or Xero, and ongoing Odoo bookkeeping and support.
Financial Statements
Profit & loss, balance sheet and cash flow statements, plus management reports for owners, lenders and investors.
Business Tax
Federal and state returns for corporations, S-Corps, partnerships and multi-member LLCs.
Individual Tax
Personal returns, including self-employed and freelance income, rental property and K-1s.
Payroll Services
Payroll set up and run through Gusto, QuickBooks Payroll or ADP, with tax filings, year-end W-2s and contractor 1099s handled for you.
Receivables & Payables
Customer invoicing and payment follow-ups, vendor bills entered and scheduled, and aging reports so you know who owes what.
No software? No problem.
Bank Statement Bookkeeping
Send us your bank and credit card statements. We sort every transaction into income and expense categories and send back a profit & loss, a summary of expenses by category, and figures ready for your tax return. Delivered in Excel or Google Sheets, or set up in QuickBooks if you want to move to software later.
PDF or CSV statements→Categorized transactions→P&L + expense summary→Tax-ready totals
Industries
Built around how your business actually earns.
Each industry has its own messy corner of the books. We already know where to look.
Ecommerce
Shopify and Amazon payouts, fees, refunds and sales tax.
Real estate
Rental income, property-level reporting and Schedule E.
Service businesses
Groomers, cleaners, trainers and agencies on Square or Stripe.
Construction
Job costing, retainage and subcontractor 1099s.
Creators & freelancers
YouTube, Patreon, brand deals and quarterly estimates.
How it works
Three steps to getting started.
No long onboarding. Most clients are set up within a week.
Step 1
Free consultation
A short call about your business, your software and what is behind or worrying you.
Step 2
Clear quote
A fixed scope and a written monthly or per-return quote before any work starts.
Step 3
We get to work
We connect to your books, clean up what is needed and deliver reports on a set schedule.
Why Sterlyn
The reasons clients stay.
CPA-reviewed
Licensed CPAs review the books and sign the returns.
One team, start to finish
The people who keep your books also prepare your taxes.
Fast replies
Call, email or WhatsApp. You hear back within one business day.
Secure by default
Access through your own software logins. No shared passwords.
FAQ
Common questions.
Do you work with businesses in every U.S. state?
Yes. We work remotely with businesses across the U.S. and prepare federal returns plus the state returns you need.
My books are months or even years behind. Can you help?
Yes. We regularly catch up books that are one, two or several years behind. We rebuild each year from your bank and credit card statements, reconcile every account, and can prepare and file any prior-year returns that are still outstanding. Then we keep you current each month.
Which software do I need?
None. We work in QuickBooks Online, QuickBooks Desktop, Xero, Odoo, Excel and Google Sheets. If you don't use any software, you can send us your bank statements and we will do the rest.
How is pricing set?
After the free consultation we send a written quote based on transaction volume, number of accounts and the returns you need.
Contact
Book a free consultation.
Tell us a little about your business and we will reply within one business day.
Phone & WhatsApp+1 (617) 214-4889
Emailinfo@sterlynfinancialpartners.com