Business Details
11 Years
experience
Your Strategic Financial Partner in New Hartford
At Universal Bookkeeper, we believe thriving small businesses and nonprofits form the backbone of our local community. Our passion lies in helping entrepreneurs and organizations achieve financial success through customized accounting services and strategic financial guidance. Founded by Justin and Beth Miller, our team includes Certified Public Accountants (CPAs) and QuickBooks Online Certified professionals who bring nearly two decades of combined experience. We specialize in outsourced bookkeeping, accounting, and fractional CFO services tailored for small businesses, nonprofits, and hospice organizations. Our technology-driven approach simplifies complex financial processes, ensuring accurate tracking, insightful reporting, and seamless management.We prioritize building personalized relationships, demonstrated by our 12-year partnerships with clients like Mohawk Valley Wellness. Our commitment to excellence earned us the NYSBDC Growth Business of the Year award in 2020 and Utica Chamber Small Business Catalyst Award in 2021. With four CPAs and a dedicated team, we deliver exceptional services while fostering a positive environment for clients and staff. Our real-time financial dashboard by Reach Reporting empowers clients with up-to-date insights, secure data protection, and compliance adherence. We actively seek ways to streamline internal controls and identify cost-saving opportunities, demonstrating our genuine investment in client success.
Services
Bookkeeping
Outsourced Accounting
Payroll
Financial Reporting
Reconciliations
Forecasting
Strategic Planning
Nonprofit Accounting
Hospice Accounting
Virtual CFO Services
Details
- Year established: 2015
Highlights and features
- Our team includes four Certified Public Accountants (CPAs) with nearly two decades of combined experience.
- We offer real-time financial dashboards with Reach Reporting for instant business insights.
- QuickBooks Online Certified team members ensure seamless technology integration.
- Award-winning service recognized by NYSBDC and Utica Chamber of Commerce.
- Specialized expertise in hospice accounting, nonprofit compliance, and small business operations.
Associations and certifications
- QuickBooks Online Certified
- ProAdvisor Advanced Certified
What people say
Responsive team
Accurate financial reports
Proactive cost-saving
Knowledgeable CPAs
Seamless technology
Services
Bookkeeping
Our comprehensive bookkeeping services maintain accurate financial records through cloud-based technology. We track daily transactions, manage accounts payable/receivable, and ensure organized ledgers for small businesses and nonprofits. Our team handles bank reconciliations, expense categorization, and month-end closing processes to provide clear financial visibility.
Outsourced Accounting
We offer full-service outsourced accounting solutions that replace traditional in-house departments. Our CPAs manage financial statements, tax filings, and regulatory compliance while providing strategic guidance. This service includes budget preparation, cash flow analysis, and customized reporting tailored to organizational needs.
Virtual CFO Services
Our Virtual CFO service delivers executive-level financial expertise without full-time costs. We provide business performance analysis, strategic planning, and growth advisory services. This includes financial forecasting, investment analysis, and operational efficiency recommendations to support long-term organizational goals.
Nonprofit Accounting
Specialized accounting for nonprofits includes grant tracking, donor reporting, and compliance with IRS Form 990 requirements. We manage fund accounting, program expense allocations, and donor restriction compliance to maintain transparency for stakeholders and regulatory bodies.
Hospice Accounting
Our hospice accounting expertise handles Medicare/Medicaid compliance, cost report preparation, and specialized billing requirements. We implement financial controls for hospice organizations while providing board reporting that highlights key healthcare metrics and funding sources.
People
Justin Miller
Chief Executive Officer
Justin Miller, CPA, co-founded Universal Bookkeeper with Beth Miller in 2015. With nearly two decades of accounting experience, he specializes in strategic financial guidance for small businesses and nonprofits. His leadership focuses on technology integration and client relationship development.
Beth Miller
Chief Operating Officer
Beth Miller, MBA, co-founder of Universal Bookkeeper, oversees daily operations and client service delivery. Her expertise in QuickBooks systems and nonprofit accounting has helped establish the firm's reputation for technological innovation and financial expertise.
Shannon Riley
Controller
Shannon Riley, CPA, serves as Controller managing financial operations for hospice clients. With specialized knowledge of healthcare regulations, she ensures compliance with Medicare/Medicaid requirements while providing strategic financial oversight for healthcare organizations.
Thomas Squires
Controller
Thomas Squires, CPA, brings extensive nonprofit accounting experience to Universal Bookkeeper. As Controller, he specializes in fund accounting, grant compliance, and Form 990 preparation, helping nonprofits maintain financial transparency and regulatory adherence.
Brittany Becker
Senior Accountant
Brittany Becker, CPA, provides expert accounting services to small businesses and nonprofit clients. Her focus on accurate financial reporting and cost-saving strategies has made her a trusted advisor for organizations seeking financial optimization.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, payroll, tax preparation, and strategic planning services tailored for small businesses.
How do you support nonprofit organizations?
We offer specialized nonprofit accounting including grant tracking, donor reporting, Form 990 compliance, and budget management services.
What makes your hospice accounting services unique?
Our hospice expertise includes Medicare/Medicaid compliance, cost report preparation, and specialized financial reporting for healthcare organizations.
Can you help with remote accounting solutions?
Yes, we provide fully remote accounting services using cloud technology for seamless access and real-time financial insights.
What accounting software do you use?
We specialize in QuickBooks Online and integrate with Reach Reporting for real-time financial dashboards and analytics.
How do you ensure data security?
We use encrypted systems, secure cloud storage, and strict access controls to protect client financial information.
Reviews (7)
Tracey Talgo
Jun 29, 2021
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I moved all my business to Universal Bookkeeper. They make things very assessible through the use of modern online technology. Plus , they are just great people! I recommend them all the time. -Chris
Priscilla Cahoon
Jun 18, 2021
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This is my second year using Universal Bookkeeping for doing my taxes. I couldnt be happier! They take a stressful process and make it enjoyable. Thank you Justin,Beth and their wonderful staff .
Elias Zeina
May 14, 2021
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I have been using Universal Bookkeeper for just under a year now. Partnering with Justin and his team was the best decision I made as a new restaurant operator. UB has all the accounting tools needed to help start a business and successfully operate one. From start-up to scale-up, having UB in your corner will pay you dividends. 5 out of 5!
Mark O. Chieco
Mar 29, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
I have been using Universal Bookkeeper for a couple years now and they are outstanding. Always have time to answer a question or give spot on tax advice. Highly recommend!!!!!!
I have been using Universal Bookkeeper for a couple years now and they are outstanding. Always have time to answer a question or give spot on tax advice. Highly recommend!!!!!!
John Bartholomeo
Mar 21, 2021
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Positive:Professionalism
I have had the pleasure of working with the team at Universal Bookkeeper for 10+ years now. They continue to do an excellent job not only with our personal taxes but on the business side of things as well. I would recommend them to anyone looking for a great team of Bookkeepers! 6 Stars for U.B.
I have had the pleasure of working with the team at Universal Bookkeeper for 10+ years now. They continue to do an excellent job not only with our personal taxes but on the business side of things as well. I would recommend them to anyone looking for a great team of Bookkeepers! 6 Stars for U.B.
Maria Traino
Mar 07, 2021
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Having the incredible team at UB handling accounting, bookkeeping and tax preparation as a small business owner has been an incredible resource. They've helped to lower my expenses, increase my savings, and grow my businesswhile offering tremendous peace of mind. I highly recommend UB as not only a reliable resource for your business, but as a partner with your best interest at heart.
Katie Reilly
Mar 02, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Working with Universal Bookkeeper for my personal taxes was a dream. They made in so easy to submit everything digitally, saving time and energy. The process was quick and painless. I would definitely recommend them to anyone.
Working with Universal Bookkeeper for my personal taxes was a dream. They made in so easy to submit everything digitally, saving time and energy. The process was quick and painless. I would definitely recommend them to anyone.
