Cornerstone Personalized Bookkeeping Solutions

At Cornerstone Bookkeeping Solutions LLC, we specialize in providing small businesses with accurate financial records, streamlined processes, and individualized guidance. Whether you need ongoing bookkeeping, help understanding your financial statements, or one-on-one support in QuickBooks®, we deliver solutions that fit your business, never one-size-fits-all.

QuickBooks rating score: 5 of 5

Our Certifications

Our Certifications & Professional Standards of Excellence

We are proud to hold recognized industry certifications that reflect our commitment to quality, safety, and exceptional event production standards.

ABOUT Cornerstone Personalized Bookkeeping Solutions LLC

Work with a Highly Experienced and Dedicated Certified Bookkeeper

With more than 20 years of proven bookkeeping experience, Cornerstone Bookkeeping Solutions LLC provides small businesses with accurate, dependable, and personalized financial support. From day-to-day bookkeeping to financial statement preparation and customized QuickBooks® guidance, you get the expertise of a Certified Public Bookkeeper (CPB) and Certified QuickBooks ProAdvisor paired with the friendly, one-on-one support your business deserves.

Our mission is simple: to give you confidence in your numbers and clarity in your financial story, so you can make informed decisions and focus on what matters most growing your business.

SERVICES

Our accounting services
breakdown

BOOKKEEPING SERVICES

QUICKBOOKS® SETUP & CLEANUP

TRAINING IN QUICKBOOKS® (1-ON-1 GUIDANCE)

STEP : 01

Initial Discovery & Assessment

We begin with a friendly conversation to learn about your business, your current bookkeeping challenges, and your goals. This helps us understand what support you need and how we can customize our services for you.

STEP : 02

System Setup or Cleanup

Whether you’re starting fresh, switching systems, or your books need cleanup, we make sure everything is set up correctly. This includes reviewing existing records, organizing your chart of accounts, and configuring QuickBooks® based on your workflows.

STEP : 03

Ongoing Bookkeeping & Reporting

Once your financials are in good shape, we manage the monthly bookkeeping, reconcile accounts, and prepare clear financial statements. You’ll always know where your business stands—no more guesswork.

STEP : 04

Review, Training & Support

We don’t just deliver reports we explain them. You’ll receive one-on-one guidance and optional individualized QuickBooks® support to help you understand your numbers and confidently manage your finances.

WORKING PROCESS

A Simple, Clear, and Personalized Bookkeeping Process

WORKING AREAS

Bookkeeping Services
Tailored to You

At Cornerstone Bookkeeping Solutions LLC, we provide flexible and dependable bookkeeping services designed around the unique needs of your business. Whether you’re local to Southeast Connecticut or across the country, you’ll receive accurate financials, clear communication, and personalized support from a Certified Public Bookkeeper and QuickBooks® ProAdvisor.

From day-to-day bookkeeping to financial statements and individualized guidance in QuickBooks®, we’re here to help you build a stronger financial foundation, no matter where you’re located.

QuickBooks rating score: 5 of 5

our Reviews

Reviews That Speak for Us

AWARDS

Unlock Financial Excellence With Cornerstone
Personalized Bookkeeping Solutions!

Free Call Now

+ (518) 309-4120

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SCHEDULE AN INTRO CALL

Your integrated finance team
is just a call away

A quick introductory call is the easiest way to see whether our bookkeeping services are the right fit for your business. During this conversation, we’ll learn more about your needs and determine how we can best support you with personalized, reliable financial solutions.

During Your 30-Minute Call, We’ll Discuss:

Let’s chat and help you regain the time and clarity you need to run your business with confidence.