Neatbooks 365
Leave the categorizing and reconciling to us! We’ll maintain your books, record payroll entries, communicate with your accountant and email customized reports…All while you work on your business. We’re a second set of eyes on your numbers. Read more…


Neatbooks Launch
We’ll get you organized from the beginning – link your bank accounts, create a customized chart of accounts, setup invoicing, payroll and payment workflows. Our basic training and expert tips and tricks will prepare you to take the reins. Read more…


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Client Testimonial

I have a new business which has been a cluttered mess while setting up bank accounts, vendors and getting all of my bills, contractors and employees paid. Danielle helped me get Quickbooks online set up, connect my bank accounts, set up my chart of accounts, establish rules for transactions and reconcile to my bank statements. Now I have neat books! She also trained me on how Quickbooks online works and how the transactions and rules work with the accounting software. She met me in person once and used online meeting and screen sharing software which made working through the details easy even with my busy schedule. She has also made herself available for questions via phone and email. It has been a pleasure to work with her!

Vince - Environmentalist

Client Testimonial

Danielle has been a tremendous help to our start-up small business. She helped us get our bookkeeping and chart of accounts set up and trained us on QuickBooks. Danielle is a personable, professional, and a thorough adviser on a range of book keeping and financial organizational matters. There are literally hundreds of small decisions to make when setting up a new business and for us, Danielle made the bookkeeping simple.

Andy - Retail

Client Testimonial

It was an extreme pleasure working with Danielle. Her professionalism and expertise brought greater energy, organization, productivity, pride, and harmony to both my work and home spaces. Thank you, Danielle!

Susan - Small Business Practice, Charlotte

Client Testimonial

Thanks so much for helping me regain my office space. I discovered treasures I’d forgotten and lots of stuff I had no use for. One carload to Goodwill, one full roll out recycle bin later, I’m ready to get back to work. You’re initial assessment and easy to follow process made all the difference.

Leslie, - Lorimer Press, Charlotte

Client Testimonial

Danielle asked all the right questions to design the layout of my office. She was creative, resourceful and very solutions oriented, understanding my needs for a combination home/business office and planning a layout suitable for my small NYC space.

Karen - Home/Business Office, NYC

My Clients