On Track Accounting, LLC

On Track Accounting, LLC

5.0 (2)
1 hire on Thervo
1 employee

About this pro

On Track Accounting provides bookkeeping services to small and medium-sized businesses. Our three-tiered bookkeeping packages are customized for each specific client and tailored to meet the needs of your business while staying within your budget. Services are performed remotely from our offices using any version of QuickBooks Desktop or QuickBooks Online. We provide daily, weekly or monthly services depending on your needs and can handle your day-to-day bookkeeping or we can support you or your existing accounting staff by handling the more difficult tasks. We also provide catch up bookkeeping at no additional cost. Our goal is to make your business more profitable by providing you with a cost-effective solution for your bookkeeping. You don’t have to train an employee, pay them salary and benefits, and have to worry about their level of expertise. Instead, you can pay for only the level of bookkeeping services you actually need. QuickBooks is our specialty and we are Advanced Certified ProAdvisors in both QuickBooks desktop and QuickBooks online. ProAdvisors are tested and certified by Intuit on an annual basis so you will always have a QuickBooks expert working on your books! We offer a free initial consultation and also the initial review of an existing QuickBooks file is provided at no charge. We're experienced in working with small businesses and are eager to help so give us a call!

After working for over 15 years as a Corporate Controller, I decided to start my own business to offer other small business owners a corporate level of bookkeeping expertise even when they sometimes have only a few hours per week or month of bookkeeping.

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Credentials

New Bedford, MA 02740
Email verified
Phone verified

2 Reviews

5.0

  • Nancy A.

    Professionalism, goes above and beyond to deliver excellent service, price is affordable.

  • Tom J.

    My business relies on Carlos. He helps maintain our QuickBooks, files 1099s and does our tax planning. A+. I have found my Accountant for the long-term



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FAQs


What is your typical process for working with a new customer?

We have an extensive question and answer session so that we know precisely what your bookkeeping needs are. We will also spell out exactly what documents we will need from you to provide you with the best quality service.


What education and/or training do you have that relates to your work?

Collectively, our team has decades of experience leading and managing the operations and finances of small to medium-sized businesses. We have extensive experience working with the most common financial and operational software applications for small and medium businesses. We come from varied backgrounds in many industries and in many areas of finance, accounting, general business management, and operations.


Do you have a standard pricing system for your services? If so, please share the details here.

We design bookkeeping packages specifically to meet the needs of your business. We typically will quote 3 prices with different cost levels for you to choose from to keep you within your budget. Base packages can be viewed directly on our website: www.ontrackact.com


How did you get started in this business?

After working for over 15 years as a Corporate Controller, I decided to start my own business to offer other small business owners a corporate level of bookkeeping expertise even when they sometimes have only a few hours per week or month of bookkeeping.


What types of customers have you worked with?

We work with customers of all sizes and have experience in many different industries. Our clients typically fall into one of the following categories: - Businesses that want to do their own bookkeeping but need someone with more knowledge to review and audit their entries and perform reconciliations; - Small businesses that have monthly input and reporting needs and don't have time or the knowledge to handle it themselves; - Larger businesses with in-house bookkeeping staff that prefer to have bank accounts reconciled by an outside bookkeeper; - Businesses that need customized services such as point of sale entries, daily bank reconciliations, bill paying and customer invoicing; - Businesses that have gotten behind on their bookkeeping and need everything brought up to date; - Businesses that find their QuickBooks file needs to be cleaned up prior to having their taxes filed; - Businesses that are tired of having to hire and train in-house bookkeepers


What advice would you give a customer looking to hire a pro in your area of expertise?

My advice would be to work with someone who offers exactly what you need. Don't hire a tax professional for bookkeeping and don't employ a bank as a payroll provider. If you are looking for a QuickBooks expert, be sure the person working on your books is a Certified QuickBooks Proadvisor.