Helping small business owners get peace of mind.

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Our Services

Setup & Implementation

We offer professional QuickBooks setup and implementation services for QuickBooks Online and QuickBooks Desktop. We will setup a data file that is customized to match your business, determine which chart of accounts you need, create sales and service items for invoicing, and map the back-end so your financial reports are clean, easy to read, and—most importantly—easy to understand.

Bookkeeping

We provide efficient and accurate bookkeeping services, including invoicing and paying your bills, recording deposits, coding expenses, and bank reconciliations. We will send you financial reports that help track your operating costs and give you a snapshot of the financial health of your business. We can provide these services on a monthly, quarterly, and/or annual basis. We use Quickbooks as our prefered software.

QuickBooks Training

We are QuickBooks experts here to provide the professional business management solutions and technology consulting services your growing business needs. Let us train you and/or your staff on how to use QuickBooks and get help with implementing and optimizing the right solution for your business. We offer one-time training sessions or monthly packages with flexible curriculums created specifically for you and your unique business.

About

What We Do

Carroll & Associates, LLC works along side business owners by providing financial guidance and bookkeeping services to help them manage their finances, understand their cash flow, and make a profit. We serve small-to-medium size businesses in the New York/New Jersey tri-state area. Our clients come from a variety of fields including the restaurant industry, legal organizations, staffing agencies, and design services.

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Who We Are

Meet Helen Carroll

Founder of Carroll & Associates, Helen Carroll brings nearly 25 years of experience in the financial services industry with a focus on client reporting. In 2016, Helen became an Certified QuickBooks ProAdvisor and began working directly with small businesses to help them understand the financial health of their business.

Client Testimonials