At Heartfelt CFO and Tax Services many of our new and potential clients ask if we offer on-site bookkeeping services. This question is normally followed by which option is best for me? The answer always varies by situation and level of work that needs to be completed. Heartfelt CFO and Tax Services has provided quality on-site and remote bookkeeping services to some of New York City’s top businesses. As technology progresses, virtual bookkeeping grows in popularity, however having an on-site bookkeeper can be a better option for many clients.

What is On-site Bookkeeping?

On-site bookkeeping is when the bookkeeper visits your office or place of business for a set amount of weekly or monthly hours. Hiring an on-site bookkeeper holds many benefits and is the right choice for clients who prefer face to face contact. When choosing Heartfelt CFO and Tax Services for your on-site bookkeeping services we will assign one bookkeeper that will remain the same throughout the entire process.

Benefits of On-Site Bookkeeping:

  • Face to face communication.
  • All of your financial documents are kept securely in your office
  • Any help or support is readily available.
  • You have the ability to monitor your bookkeepers progress and work.
  • Monthly or quarterly financial reports can be discussed in person.


What is Remote Bookkeeping?

When opting for remote bookkeeping services with Heartfelt CFO and Tax Services or any other firm you can save a significant amount of money. As the digital age continues to create new and streamlined business solutions, many virtual bookkeeping alternatives are popping up. All of the options can be overwhelming especially when dealing with something as important as your companies finances. There are many options for remote bookkeeping through our experience we’ve found QuickBooks Online to be the most proficient. For more on the benefits of QuickBooks online click here. Our team of professional bookkeepers are QuickBooks certified in order to streamline the process and provide the best results.

Benefits of Remote Bookkeeping:

  • Cost efficient
  • Bookkeeper flexibility
  • Data files are consistently backed up.


Which Option is Best for My Business?

When deciding on what type of bookkeeper you’d like to hire for your business, it’s best to ask yourself these important questions:

How many hours do you need your bookkeeper to work each week?
Do you prefer communicating through emails or discussing finances in person?
Do you have the time to sit with a bookkeeper on a weekly or monthly basis?


One benefit you’ll receive regardless of the type of bookkeeping service you choose is the ability to save time and money by having a bookkeeper manage and organize your expenses. Making the decision to switch to outsourced bookkeeping is a great investment. We offer custom bookkeeping and accounting services in order to better suit the client. If you’d like remote services but prefer monthly reports in person we can find a way to accommodate you. Other options we include are custom payroll services in order to match the size of your business with the amount of work that needs to be done.