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Your Partner in Financial Health
Who We Work With
in New Haven
Alan works across the range of businesses that make up New Haven's commercial base. The bookkeeping problems differ by industry, and knowing which ones show up where is most of the job:payroll processing even further. We can ease your mind with our payroll best practices, saving you precious time to focus on what matters. Our expertise includes:
• Restaurants and food service, where daily sales, tips, and vendor invoices pile up fast and sales tax has to be right every month
• Retail storefronts on Chapel, Orange, and State, managing inventory purchases against thin margins
• Professional practices and consultancies billing by the hour and needing clean records for their CPA
• Nonprofits that need clear, defensible reporting for boards and grant funders
• Trades and service contractors working job to job with irregular cash flow
Why a Local Bookkeeper
Still Matters in New Haven
Plenty of national services will take your login and process transactions offshore. That works until something goes wrong, and then you are in a support queue. Alan Pensky answers the phone. If your books need a real conversation, or you want someone at your table with your bank statements, he is a short drive away. Services include:comprehensive bookkeeping services including:
• Accounts payable and receivable
• Revenue and expenses analysis
• QuickBooks set-up and training
• Bank accounts reconciliation
• Cash flow evaluation
• Sales and use tax filing and reporting
• Notary Public
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