How does independent bookkeeping work?

In a nutshell, it works however you want it to. Our objective is to ease the pain points in your bookkeeping process.  Nerds can work on site or remotely, and can update your books as often as you’d like.  We recommend at least quarterly in order to stay current, but it’s all about fitting into your schedule.


I already have a CPA, why do I need a bookkeeper?
Your CPA is a specialist in areas such as income tax, but s/he usually does not get involved in the day to day transactions. That’s where a bookkeeper comes in. We will handle your books throughout the year, making tax time easier for your CPA, and thereby likely less expensive for you.

I still want to handle my own books. What else can a bookkeeper do for me?
Even if you are handling the daily transactions, perhaps you’d like an expert to perform a quarterly check-up just to make sure the books are in order so there are no surprises at the end of the year. We can provide financial analysis, budgeting assistance, and pretty much any type of number crunching – this is Number Nerd, after all!

Will I have to give you financial control of my business?
Absolutely not! I work under your direction. We do not make any decisions regarding how you handle your money or other areas of your business. We just record, report, and recommend.

What is your service area?
The general service area is greater New Milford, but clients serviced remotely can be anywhere!

What industries do you service?
We work with all types of small businesses – product-based businesses, service providers, and independent professionals – operating in a variety of industries. Everyone needs bookkeeping!

How much does it cost?
Every client is different, so the cost varies, but hiring an independent bookkeeper is more affordable than you might think. Perhaps a better question is, how valuable is your time? Doing your own bookkeeping takes time away from running your business. For less than the cost of a part-time employee, you could have expertly prepared accounting records.

Do you prepare taxes?
We prepare sales and other basic business taxes, but not income or payroll taxes. We can, however, recommend a great CPA or local payroll processor.

What software do you use?
Nerds use QuickBooks, and of course what accounting professional doesn’t love Excel? But we can adapt to any system that you currently use.

Don't stress, just call Jess!

If you have any question, send us an email and we'll get back to you, soon.