Success starts when you take charge of your books.

Bookkeeping Services and Packages

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Full-Charge Bookkeeping — Daily & Weekly

Ideal for S-Corps, LLCs, or corporations that need real-time oversight. Transactions are reviewed, categorized, and reconciled on a scheduled basis so your books are always current. This comprehensive package includes:

  • Monthly bank and credit card reconciliations

  • Monthly financial reports with a client review meeting

  • Add‑ons available for A/P, A/R, sales tax, payroll, coaching, and consulting

Monthly & Bi‑Monthly Bookkeeping

Perfect for sole proprietors and smaller operations that don’t require daily bookkeeping. We take care of:

  • Monthly reconciliations and client reporting

  • Cleanup and classification support (balance sheet clean‑up, asset categorization services CT)

  • Optional QuickBooks setup and optimization


Unlike typical bookkeeping, our approach is built for hands-on businesses—contractors, kitchen remodelers, HVAC pros, and commercial roofers—who expect precision without fuss. As a QuickBooks-certified bookkeeper and team led by Heather DaMotta, we prioritize accuracy, transparency, and smooth collaboration with your CPA or tax pro.

Why BookSmart fits your business

  • Specialized expertise in bookkeeping for contractors CT, HVAC bookkeeping services Connecticut, kitchen remodeler bookkeeping, and commercial roofing bookkeeping

  • Flexible structuring—choose between outsourced bookkeeping packages and virtual bookkeeping options

  • QuickBooks experience—from setup and clean-up to ongoing management, led by a QuickBooks expert

  • Proactive financial reporting—monthly small business financial statements CT and Portland CT financial reporting ensure you’re never in the dark

BookSmart offers more than just numbers: we deliver peace of mind and clarity for business owners who need reliable, tax-ready records year-round.

Ready to get started?
Schedule your free consultation today and choose the package that gives you confidence, clarity, and control over your finances.