Capacity Bookkeeping Creates a Better Model with Bookkeepers You Can Meet

MONTGOMERY, N.Y., April 22, 2019 /PRNewswire-PRWeb/ -- Capacity Bookkeeping launched in 2015 with a unique model. Eric Egeland, the founder, conducted a research study and discovered that outsourced bookkeepers usually only come in three varieties:

•     single bookkeepers that work out of their home,
•     online pay-one-price providers that are typically overseas,
•     and accounting firms that charge CPA fees to do books.

Research revealed the majority of business owners want to meet a person face-to-face before trusting them with their money. After the initial meet and greet, the business owner is more apt to trust the person and does not mind interacting remotely and online. The research also indicated single bookkeepers are limited and can only handle a few accounts. Others do not take the necessary precautions with insurance to protect against errors and omissions.

The market was in need of a professional, insured bookkeeping firm with trained bookkeepers who could meet clients but work remotely.

Many CPAs are also looking for bookkeepers whom they can trust to accomplish their job without overstepping into the tax preparation role. Eric answered this need by creating Capacity Bookkeeping! He vows not to step on the toes of CPAs by hiring bookkeepers with accounting degrees who can effectively communicate with CPAs.

"If a client has an accountant, that is our first call," says Eric. "We ask them how they want things done, and we get a lot of referrals from CPA firms by staying in our lane!"
Capacity Bookkeeping tested its model in 2015, perfected it in 2016, and then started growing.

With popular web-based programs like QuickBooks Online, clients can link their bank accounts so all transactions upload automatically. This avoids mistakes and requires less entry time.

"We are always taking on clients who lost their full-time bookkeeper. After the inevitable clean-up that has to happen because the books have been ignored for months, they are amazed at how much faster and better we get things done," Eric comments.

Capacity Bookkeeping has locations in Orange County, NY and Chittenden County, VT, just above Burlington. They provide services to clients from Long Island, NY to Jay Peak, VT.    

SOURCE Capacity Bookkeeping