We are YOUR Bookkeeper

At J. Zollo & Associates, Inc., our knowledgeable and professional staff provides an extensive range of full charge bookkeeping services to suit your needs, no matter how small or large they may be. We do not use subcontractors; all work is performed in our office by our employees. You’ll be partnered with a dedicated bookkeeper who best fits your specific needs. Plus, you get the the expertise of the entire team backing you! With J. Zollo & Associates, Inc., you’re always covered, even if your bookkeeper is out of the office. We understand that bookkeeping is not your specialty; but it is ours! When you outsource to J. Zollo & Associates, Inc., you can focus on what’s most important to you.

Personal and Family Bookkeeping

The personal finances of the busy and affluent can be complicated, often more so than even those of a small business. We specialize in accounting for multiple properties, vessels and aircraft, and we provide bookkeeping services for individuals, families, trusts, family limited partnerships, and much more.

Services include:

• Banking and bill pay services
• Bank and credit card reconciliation
• Brokerage account reconciliation
• Domestic payroll and background checks
• Financial statements
• Cash flow and budgeting
• Document and record management
• Other concierge services

Contact J. Zollo & Associates, Inc. today and we’ll get started on your bookkeeping tomorrow.

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Business Bookkeeping

J. Zollo & Associates, Inc. will help maximize the effectiveness of QuickBooks for your company while minimizing your direct time and effort. We offer a full range of full charge bookkeeping services including:

  • Bank & credit card reconciliations
  • A/R processing including receiving payments and banking
  • A/P processing including bill payment services
  • Sales tax processing and filing
  • Payroll and 1099-related processing and filing
  • Financial reporting
  • Budgeting and cash flow forecasting
  • Document and record management
  • Training and support

Whether you take advantage of our bill pay services or not, we’ll reconcile all accounts, classify, organize and report your company’s financial information on time, so you can make informed decisions about the management of your business.

Contact J. Zollo & Associates, Inc. today and we’ll get started on your bookkeeping tomorrow.

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Professional Services for CPA's

Never deal with messy books or a shoebox of receipts again. We guarantee timely financial statements with consistent quality for all your clients. We have fantastic working relationships with our client’s CPAs and we appreciate being part of the team.

Contact J. Zollo & Associates, Inc. today and we’ll get started on your bookkeeping tomorrow.

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QuickBooks Products and Services

We are Certified Intuit QuickBooks Pro Advisors and our longstanding relationship with Intuit allows us to offer special pricing on Intuit products that we are happy to pass on to our clients. We are the leading expert in QuickBooks support for both desktop and online versions. Often, it’s not the program navigation that’s the issue, but the inner mechanics and accounting behind it. That’s where the full charge bookkeeping knowledge of J. Zollo & Associates, Inc. is key. You can count on us to provide the answers you need quickly and with thorough explanation.

Contact J. Zollo & Associates, Inc. today and we’ll get started on your bookkeeping tomorrow.

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Contact J. Zollo & Associates, Inc. today and we’ll get started on your bookkeeping tomorrow.