Testimonial

Real stories, real results—see how businesses across industries use CPA Bookkeeper to save hours, cut costs, and unlock growth with data-driven books.

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.”

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”

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”

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.”

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.”

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.”

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”

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.

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”

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.”

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."

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."

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.”

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”

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”

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.”

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.”

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.”

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”

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.

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”

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.”

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."

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."

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.”

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”

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”

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.”

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.”

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.”

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”

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.

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”

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.”

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."

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."

testimonial

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.”

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”

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”

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.”

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.”

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.”

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”

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.

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”

Client person photo

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.”

The ADHD Company

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."

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."

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