“CBC takes care of our daily bookkeeping, and completed a major budgeting project on-time and affordably. I highly recommend them for your accounting needs.

Brian Shea, Director of Finance

Homeless and Travelers Aid Society

what we do

Whether you're just starting out or long established, we create accounting systems that are easy to use, save time, offer powerful reporting, and will grow with you.

  • Custom chart of accounts and lists

  • Integration with banking, POS and payroll providers

  • Set up sales tax rates and tracking

  • Categorize by job, location, program or grant

  • Clear manuals and staff training

We provide a full spectrum of services, from comprehensive bookkeeping to periodic support. We work on-site or remotely, with whatever frequency your situation demands.

  • Data entry in accounting systems and Excel

  • Entering bills and cutting checks to improve cashflow

  • Entering hours, running payroll and recording payroll tax filings

  • Monthly reconciliation of the books to bank statements

analytics & planning

We help our clients make good decisions informed by data. We evaluate and design systems to improve efficiency, engagement and transparency.

  • Budgets and financial models

  • Process design and internal controls

  • Open Book Management training to engage and motivate staff

  • Financial reporting and analysis

(518) 328-4972

info@capitalbookkeeping.coop

313 10th Street

Troy, New York 12180

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