ClearPath CFO Advisory
4.5
Serves Millville, NJ
Updated Soon
We provide financial information to scale your company, minimize taxes, and free your time. Through our partnership with a dedicated Tax Law Group, we also evaluate tax-saving strategies that can unlock credits, restructure entities, and reduce obligations beyond what most firms offer.
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SNAPbooks Corp
4.5
Serves Millville, NJ
15 years in business
Hello!
WE ARE NOT CPA's - We are AWESOME bookkeepers and tax professionals!
With that disclaimer out of the way, please let us introduce ourselves! We're Steve and Chanelle, and we're not just your run-of-the-mill bookkeepers—we're genuinely nice people who are passionate about helping self-employed individuals and small businesses like yours thrive.
WE WORK 100% REMOTE
Our remote setup not only makes us accessible and flexible but also allows us to keep our prices lower, passing on the savings directly to you.
What We Do:
📚 Monthly and/or quarterly bookkeeping
📊 Tax preparation and filings
🧹 Catch-up/clean-up work (Yes, we actually enjoy it!)
🔧 QuickBooks set up
📝 General ledger
💸 Payroll processing
💯 100% outsourced bookkeeping
📑 Accounts payable (entry, bill paying)
📥 Accounts receivable (entry, invoicing, deposits, collection)
🔄 Bank reconciliations
📦 Inventory management
We also believe in keeping things simple and clear. That's why we provide customized, easy-to-understand financial reports every month. You'll receive your very own P&L, Balance Sheet, and Cash Flow reports—all tailored to fit your unique needs.
But here's what truly matters:
Beyond the numbers and spreadsheets, we're just good people. We pride ourselves on being kind, sincere, and trustworthy. Every interaction with us is rooted in honesty and integrity. We're here to add value and build trust, one conversation, one action, one follow-through at a time.
So, if you have questions or just want to chat about how we can support you, please don't hesitate to reach out. Whether it's over a zoom or phone call or quick email/text exchange, we're here to listen and help in any way we can.
We're genuinely looking forward to connecting with you,
Steve and Chanelle
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Capital Gains Advisory LLC
4.5
Serves Millville, NJ
2 years in business
Based in Atlanta, we specialize in guiding clients with complex financials—delivering accuracy, compliance, and planning where it matters most. We are Enrolled Agents, Series 65 Investment Advisor Representatives & Registered Social Security Analysts.
Our minimum fee for new clients start at $700. Prospects who believe that to be expensive may have situations that are better served by other practices. Tax Prospects who are unwilling to allow us to perform our due diligence with regards to verifications of deductions and expenses, should not contact us.
Services offered:
- Individual Tax Preparation ($700 min)
- Tax Planning ($1500 minimum per year)
- Social Security Consultations ($1400 yr/1, $700 subsequent)
- Personal Financial Planning ($1500 minimum per year)
- Bookkeeping ($300 min per month)
- Business Tax Preparation ($700 min w/ Bookkeeping, $1400 min w/o)
- Tax Resolution ($1500 min)
Our process prices in:
-Initial Consultation
-Information Gathering
-Performing Requested Work
-Follow Up Meetings as Needed
-Compliance Guidance
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Trustful Bookkeeping
4.5
Serves Millville, NJ
1 year in business
At Trustful Bookkeeping, we help small businesses stay organized, confident, and ready to grow. Whether you're just starting out or you've been in business for years, we make sure your finances are clear, accurate, and up to date.
We specialize in monthly bookkeeping, financial reporting and catch-up work. Our goal is to take the stress out of managing your books, so you can focus on running your business.
We’re detail-oriented, responsive, and committed to building long-term relationships with our clients. When you work with us, you get reliable support and peace of mind knowing your books are in good hands.
Bookkeeping Services Offered:
✅ Monthly Bookkeeping
Accurate, timely recording of all your business transactions.
✅ Bank & Credit Card Reconciliation
Ensure your accounts match your statements every month.
✅ Accounts Payable & Receivable Management
Track what you owe and what's owed to you—never miss a payment or collection.
✅ Financial Statement Preparation
Monthly or quarterly profit & loss, balance sheets, and cash flow statements.
✅ QuickBooks Setup & Cleanup
New to QuickBooks or need help fixing a messy file? I’ve got you covered.
✅ Budgeting & Forecasting
Plan ahead with realistic, data-driven financial projections.
✅ Catch-Up & Historical Bookkeeping
Fell behind on your books? No worries—I can help you get back on track.
✅ Customized Reports & Dashboards
Track KPIs and business health with visuals tailored to your needs.
❗️Please note that we do not provide tax filing services
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Q&A
1. What services do professional bookkeepers typically offer?
Bookkeepers handle financial record-keeping tasks such as recording transactions, reconciling accounts, managing invoices and payments, and preparing basic financial reports to keep your business organized.
2. How much does hiring a bookkeeper usually cost?
The cost varies based on the size of your business and the volume of transactions. Typically, bookkeepers charge between $20 to $50 per hour or offer fixed monthly rates.
3. When should I consider hiring a bookkeeper?
Consider hiring a bookkeeper if your financial records are becoming difficult to manage, you want to ensure accuracy for tax purposes, or you need regular financial insights to make business decisions.
4. Can bookkeepers help with tax preparation?
While bookkeepers organize and maintain financial records, they usually do not prepare or file taxes. However, accurate bookkeeping makes tax preparation easier for accountants.
5. What qualifications should a professional bookkeeper have?
Professional bookkeepers often have certifications like Certified Bookkeeper (CB) and proficiency in accounting software such as QuickBooks, Xero, or Sage. Experience with business accounting is essential.
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