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Bookkeeping CAS Practice in Connecticut and New York

Serving The Entire USA!

Heather and her team are great to work with. They are super patient with questions and provide easy to understand answers. They are "keepers"! Tony F. (CT)

"I'm doing so well now on my client's file - all because of your great work" .... "You do a great job, and my QBO file is so much better.".... "Thanks again, terrific job." ~ A.B., CPA (TX)

Customized Bookkeeping & Systems

Our bookkeepers in Connecticut use accounting practices and methods that are customized and suitable for your business. Our bookkeeping firm provides accurate and expedient bookkeeping and accounting services.  And we will provide you and your accountant with a year-end CPA-Ready financial package for easy year-end tax preparation.

Messy Books? Incomplete Books? Our CT Bookkeepers are Certified and Trained!
We have been cleaning up QuickBooks company files since 1998. Our QuickBooks ProAdvisors have designed a system to address many or all of the issues and errors you may be dealing within your QuickBooks Company File. We will provide you with a report explaining where the errors are and then lay out a plan on how to resolve the problems according to your specific needs, goals and budget.  We require our entire staff to continue improving their skills and become Certified.  Our CT bookkeepers are held to high standards so that every client relieves a higher level of care than an average bookkeeper or bookkeeping firm provides.

Our bookkeepers in Connecticut provide professional bookkeeping services to small businesses as well as individuals and estates.  Our bookkeeping firm has certified bookkeepers that are available to travel to your location to work on-site or work remotely.

100% Remote Capable!

Whether our clients use QuickBooks Online or QuickBooks Desktop software, our bookkeepers in Connecticut are fully set up with systems to provide 100% remote bookkeeping services to all businesses. 

QuickBooks ProAdvisors

Success-Oriented Bookkeepers in Connecticut!
We want you to become a PROFIT MACHINE!  BookSmart focuses on our customers' future financial prosperity.  We provide impeccable bookkeeping, create financial reports, and explain what it all means.  We provide a road map so our customers can see their profits and cash flow more clearly.  Wow, wouldn’t it be nice to know the truth about the financial health of your business?  Turning a profit and knowing how much profit ensures success in all business areas!

We are a Financial CAS Firm!

CAS = Client Advisory Services. Financial CAS is cloud-based financial services that provide monthly financial reporting and accounting-level oversight, ideally delivered through a standardized dashboard of financial information.

Smart, Reliable Bookkeeping for Service-Based Businesses

BookSmart Bookkeeping helps service-based businesses, including contractors, healthcare providers, fitness businesses, tech companies, financial and wealth management firms, remodelers, HVAC professionals, and commercial roofers get — and stay — financially organized. Founded by Heather DaMotta, a full-charge bookkeeper with decades of hands-on experience, our firm is built to support hardworking service professionals who value accurate books, timely reports, and clear communication.

We go beyond simple data entry. Our team is QuickBooks-certified, tech-savvy, and committed to getting things right from the beginning. Whether you need help with balance sheet clean-up, monthly reconciliations, or detailed asset categorization, we’re here to make sure your numbers are accurate — and useful. We also collaborate directly with your CPA or tax pro, so everything works together seamlessly.

Built for Tradespeople, Backed by Experience

Our clients are small business owners who want to spend less time worrying about their books and more time growing their businesses. We specialize in:

  • Bookkeeping for contractors and service-based businesses

  • Monthly small business financial statements

  • QuickBooks setup and troubleshooting

  • Team-based support alongside your CPA or tax advisor

  • Virtual bookkeeping services across Connecticut and beyond

From HVAC bookkeeping services to full-charge support for general contractors, we understand the specific needs of trade-based businesses. We focus on proper categorization, accurate reconciliations, and timely reporting — so nothing gets missed.

Why Choose Booksmart?

  • Deep Industry Knowledge: We understand the bookkeeping challenges that service-based businesses face — especially in construction, the trades, health and wellness.

  • Hands-On Expertise: Heather and her team bring decades of experience, along with a tech-forward mindset, balancing precision with efficiency.

  • QuickBooks Certified: Our team is trained, certified, and always learning, so you don’t have to worry about outdated practices or missed details.

  • Collaborative Approach: We work closely with your tax professional or CPA to ensure smooth year-end reporting and informed decision-making throughout the year.

  • No Guesswork: You’ll get accurate financials, timely communication, and a clear path forward — every month.

Transparent. Responsive. Always Professional.

Since 1998 • Fully Insured
At BookSmart, we believe in clarity, integrity, and honest work. Whether you're just getting started or need help cleaning up years of messy books, we’re ready to support your success.

Want accurate books and peace of mind?
Let’s talk. Schedule your complimentary discovery call or contact us here to get started.

"Booksmart Bookkeeping and Consulting LLC is bookkeeping firm that is committed to providing superior bookkeeping services, accounting help, training and advice. Our Connecticut bookkeeping firm is committed to providing all our clients with knowledgeable, trustworthy, competent, confidential, reliable and friendly bookkeeping service. We are committed to protecting the confidence of our client’s business matters. We promise to be loyal to our clients and work in the best interests of our clients. We promise to preserve the integrity and professionalism of the bookkeeping and accounting profession by adhering to the Code of Ethics set forth by The American Institute of Professional Bookkeepers and follow the The Generally Accepted Accounting Principle (GAAP)."

– Heather A DaMotta, Owner

See why our clients love us!

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Certified Bookkeeping

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IRS Problems?

Get help today!

Incomplete or messy bookkeeping can lead to big problems at tax time!

Bookkeeping Review

The first step to resolving your IRS problems is a thorough review of your books. We will identify mis-categorizations, improper handling of transactions, double entries of transactions, and missing transactions.

IRS Audits

We help our clients work with the IRS and address their concerns. The tax law is complicated and a professional will be better equipped to guide you through the audit experience. We work with our clients, their accountants and the IRS to achieve the best possible outcome.

Bookkeeping Clean Up

If it's determined that your tax return for the year in question needs to be revised, we will work with your tax accountant towards cleaning up your books, and we will make sure that your financial picture is accurate in order to file an accurate tax return.

Moving Forward

Often times, business owners discover the need to bookkeeping training or the need to hire a professional bookkeeper to ensure all future tax filings are accurate in order avoid any major problems in the future.