Business Details
Your Trusted Partner for Accounting and Bookkeeping Solutions
At Universal Bookkeeper, we are more than just accountantswe are strategic partners in your financial success. With a modern, technology-driven approach, we provide outsourced bookkeeping, accounting, and fractional CFO services tailored for small businesses and nonprofits. Our team of skilled professionals transforms financial chaos into clarity, ensuring accurate tracking, insightful reporting, and seamless financial management. We pride ourselves on building personalized relationships, offering dependable financial solutions that allow clients to focus on growth and impact.Celebrating a decade of service, our commitment to excellence has earned industry recognition, including the NYSBDC Growth Business of the Year award and Utica Chamber Small Business Catalyst Award. Our mission is to empower local entrepreneurs and nonprofit organizations through exceptional financial support, strategic guidance, and innovative solutions.
Services
Bookkeeping
Outsourced Accounting
Payroll
Financial Reporting
Reconciliations
Forecasting
Strategic Meetings
Highlights and features
- We offer over a decade of experience in outsourced accounting services.
- Our team is QuickBooks Online Certified with advanced ProAdvisor credentials.
- We specialize in accounting for small businesses, nonprofits, and hospice organizations.
- Our real-time financial dashboard provides instant insights and secure data access.
- We have earned industry awards, including the Utica Chamber Small Business Catalyst Award.
Associations and certifications
- QuickBooks Online Certified
- ProAdvisor Certified
What people say
Highly recommend their services
Saved time and money
Responsive and knowledgeable team
Accurate financial reporting
Proactive strategic guidance
Services
Bookkeeping
Comprehensive bookkeeping services ensure accurate tracking of income, expenses, and financial transactions. Our team maintains organized records, streamlines invoicing, and provides timely reconciliations. Clients benefit from error-free financial documentation that supports informed decision-making and regulatory compliance.
Outsourced Accounting
Outsourced accounting solutions handle daily financial operations, tax filings, and compliance requirements. We offer scalable support for businesses needing expert oversight without hiring in-house staff. Services include payroll processing, financial statement preparation, and audit-ready recordkeeping tailored to client needs.
Payroll
Hassle-free payroll management ensures timely and accurate employee payments, tax deductions, and regulatory compliance. We handle wage calculations, direct deposits, and year-end tax forms, reducing administrative burdens and minimizing errors for businesses of all sizes.
Financial Reporting
Customized financial reports deliver insights into cash flow, profitability, and operational efficiency. Our real-time dashboard provides up-to-date metrics, enabling data-driven decisions. Clients receive clear, actionable reports to monitor performance and strategic planning.
Forecasting
Proactive forecasting and strategic planning services help businesses anticipate challenges and opportunities. We analyze historical data, market trends, and operational goals to create realistic financial projections, supporting long-term growth and stability.
People
Justin Miller
Chief Executive Officer
Justin Miller, CPA, co-founded Universal Bookkeeper with Beth Miller. With nearly two decades of accounting expertise, he specializes in strategic financial guidance for small businesses and nonprofits. His leadership focuses on innovation and client-centric solutions.
Beth Miller
Chief Operating Officer
Beth Miller, MBA, co-founded Universal Bookkeeper and oversees daily operations. Her background in business management ensures efficient service delivery and client satisfaction. She prioritizes building strong, trust-based relationships with clients.
Shannon Riley
Controller
Shannon Riley, CPA, manages financial operations and ensures compliance. With expertise in nonprofit and hospice accounting, she provides accurate reporting and strategic insights to support organizational growth and regulatory adherence.
Brittany Becker
Senior Accountant
Brittany Becker specializes in bookkeeping and financial analysis for small businesses. Her attention to detail and client-focused approach ensures accurate records and actionable financial guidance tailored to client needs.
Laura Izzo
Staff Accountant
Laura Izzo supports clients with bookkeeping and accounting tasks. Her dedication to precision and timely service ensures clients maintain organized financial records and meet compliance requirements efficiently.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial reporting, reconciliations, and strategic planning tailored to small businesses. Our services simplify financial management and support growth.
Do you specialize in nonprofit accounting?
Yes, we specialize in nonprofit accounting, including grant tracking, donor reporting, and compliance with Form 990 requirements. Our team understands nonprofit financial needs.
How do you handle remote accounting for clients?
We use cloud-based software and virtual communication tools to manage books remotely. Clients receive secure, real-time access to financial data and expert support.
What sets you apart from other accounting firms?
Our focus on small businesses, nonprofits, and hospice organizations, combined with QuickBooks certification and personalized service, ensures tailored, expert financial solutions.
Can you assist with hospice-specific financial needs?
Yes, we provide specialized accounting for hospice organizations, including Medicare/Medicaid compliance, cost report preparation, and board reporting tailored to healthcare regulations.
Do you offer a free consultation?
Yes, we offer a free consultation to discuss your financial needs and determine how our services can benefit your organization.
