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Accounting, Bookkeeping &

CPA Support

  • QuickBooks Online, QuickBooks Desktop, FreshBooks or similar Accounting software

  • Account, client, employee, vendor set up and maintenance

  • Bank, credit card, payroll & loan accounts... reconciliation

  • Journal entries and adjustments

  • Reconciliation of external accounts (Expensify,, POS & e-commerce, etc.)

  • Payroll, health insurance, state taxes, benefits management

  • Forensic Accounting and resolution of any issues 

  • Data and document management 

  • Financial Reporting

Client On-boarding

  • Set up client account (account connections,sync accounts etc.)

  • Manage onboarding of new clients and prepare onboarding checklists as needed

  • Manage internal staffs' payroll and tax documentation (1099s, W2s)

  • Review and verify quarterly and year-end client reports and submit for approval

  • Data Entry and import

  • Create custom metrics report utilizing data analytics and visualization tools

  • Document & task management

Historical Data Cleanup

  • Historical financial data cleanup

  • Historical account reconciliation

  • Data entry and import

  • Sales tax cleanup and submission

  • Historical payroll and benefit cleanup, split and reconciliation

  • Individual/Business Tax Filing Support


All of our services are performed in our Massachusetts office

Never Outsourced

Our entire team is QuickBooks ProAdvisor certified

QuickBooks ProAdvisor

Assigned staff with direct phone, email & text support

Dedicated Staff

Industry Expertise:

Financial Services . Consulting . Software . Start Up . Health Care . Construction . Non-Profit . E-commerce





@2022 BraunWeiss

2223 Washington St Suite 102

Newton Lower Falls, MA 02462