The Shaffer Group
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Bookkeeping · Core Service

Books you can trust, kept by people you know.

Bookkeeping is run directly by The Shaffer Group in QuickBooks, so your numbers stay organized, current and ready when you need them, including tax preparation for accountants.

A Shaffer Group bookkeeper reviewing a QuickBooks dashboard with a client

What we handle

Monthly bookkeepingCategorizing, reconciling and closing each month.
QuickBooks setup & cleanupNew files set up right, or messy ones put back in order.
Financial reportsClear profit and loss and balance sheet reporting.
Tax preparation for accountantsTax-ready books and reports prepared for your accountant.
Ask about bookkeeping

Secure Client Portal

Bookkeeping clients can securely send and open documents: bank statements, receipts, payroll reports and anything else we need.

Upload documents Client login

Please don't email sensitive financial documents. Use the portal instead.