Business Details
25 Years
experience
Trusted Bookkeeping & QuickBooks Services in East Hartford, CT
Founded in 2001, we are Hartford County's Top Advanced Certified QuickBooks ProAdvisors dedicated to empowering small business owners through expert bookkeeping and accounting solutions. Our team specializes in streamlining financial processes using QuickBooks software, offering tailored services ranging from system setup and training to comprehensive controllership support. With decades of combined experience across diverse industriesincluding nonprofits, healthcare, construction, and technologywe provide actionable financial insights to help businesses thrive.Our commitment to operational accounting excellence ensures clients maintain accurate records, optimize cash flow, and make data-driven decisions. Recognized as Intuit's Top 100 QuickBooks ProAdvisor for multiple years, we combine technical expertise with personalized service to deliver reliable, scalable financial management solutions.
Services
Bookkeeping Services
QuickBooks Setup
Online Training
Controllership Support
Cash Management
Data Transfers
File Condensing
QuickBooks Tune-ups
Monthly Financials
On-Site Bookkeeping
Details
- Year established: 2001
Highlights and features
- We offer 20+ years of experience in small business accounting and QuickBooks optimization.
- Our team holds Advanced Certified QuickBooks ProAdvisor status for software expertise.
- We provide tailored financial solutions for diverse industries including nonprofits and healthcare.
- Our operational accounting approach improves cash flow and decision-making accuracy.
- Recognized as Intuit's Top 100 QuickBooks ProAdvisor for 8 consecutive years.
Associations and certifications
- Advanced Certified QuickBooks ProAdvisor
What people say
Outstanding knowledge
Second to none
Keep me on track
Accurate bookkeeping
Proactive financial support
Services
Bookkeeping Services
We manage complete bookkeeping cycles including accounts payable/receivable, payroll processing, bank reconciliations, and financial reporting. Our certified professionals ensure accurate, timely financial records that comply with regulatory requirements while providing actionable business insights through customized reporting.
QuickBooks Setup
Our ProAdvisors configure QuickBooks systems tailored to your business structure, including chart of accounts setup, inventory tracking, and multi-currency support. We ensure proper software configuration for tax compliance and integrate with payment processors or CRM systems for streamlined operations.
Controllership Support
We provide strategic financial analysis, internal controls implementation, and policy development. This includes quarterly financial reviews, cash flow optimization strategies, and operational accounting frameworks to improve business decision-making and long-term financial health.
Data Transfers
Our experts handle seamless data migration between QuickBooks versions or platforms. We clean corrupted files, merge multiple records, and convert Excel data to QuickBooks format while maintaining data integrity and historical financial accuracy.
Cash Management
We analyze cash flow patterns, optimize accounts receivable/payable processes, and implement cost-saving measures. Our services include expense tracking, payment term negotiations, and financial forecasting tools to improve liquidity and operational efficiency.
People
Laurie O'Neil
Founder
Certified QuickBooks Enterprise expert with 20+ years of accounting experience. Recipient of Hartford Business Journal's 40 Under Forty Award and 8-time Intuit Top 100 ProAdvisor. Specializes in operational accounting and small business financial strategy.
Questions
What QuickBooks services do you offer?
We provide QuickBooks setup, training, data migration, software optimization, and ongoing bookkeeping support for both desktop and online versions.
Do you work with businesses outside Connecticut?
Yes, we serve small businesses nationwide through remote bookkeeping services while maintaining our East Hartford headquarters.
What industries do you specialize in?
We work with diverse sectors including healthcare, construction, nonprofits, professional services, and technology companies.
Can you help with existing bookkeeping issues?
Yes, we specialize in cleaning up disorganized records, reconciling accounts, and optimizing existing QuickBooks systems.
How are your bookkeeping packages priced?
Monthly pricing depends on transaction volume, with options for remote or on-site services tailored to business needs.
Reviews (4)
Jackson Oliveira
Sep 28, 2021
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For the last five years, my company has been working with Roxanne and Renee from Innovative Financial. The firm has proved to be extremely competent and reliable in all areas of accounting. I personally work one-on-one with Roxanne or Renee every week to review different aspects of our finances, and they go above and beyond to try to improve this end of my company. The firm is constantly working with me and my staff on different technologies to make accounting run as smoothly as possible. I have learned a lot from working with the team over the years and I look forward to continuing our partnership. I highly recommend Innovative Financial for small business owners.
Mark Heinrich
Aug 24, 2021
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Working with Laurie O'Neil is truly a pleasure. Her knowledge of QuickBooks, and the training she provided me was incredibly valuable. Initially our meetings were for some general QuickBooks training, and then she was able to come in and help us during a major company change. As we overhauled our reporting by changing from a calendar year to a fiscal year, Laurie came in and helped us set things up in a new company in QuickBooks. She is a great professional, and I would recommend her services to any company, anytime. Thanks again Laurie. Mark Heinrich Our Companions Animal Rescue
Stephen Simon
Nov 22, 2020
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Excellent response time. Very professional & personable. Great company to work with. Makes bookkeeping easy. Thanks.
Bill Ezedine
May 22, 2020
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Great company to work with. They handled my bookkeeping for years. Defiantly i recommend them. Very professional
