Business Details
11 Years
experience
Expert Accounting Services for Business Success
Founded in 2015 by Peter Wahba, The Bookkeeper & Co & Co has established itself as a trusted partner for businesses seeking comprehensive financial solutions. Our team brings decades of combined experience in accounting and financial management, delivering personalized services tailored to each client's unique needs. We specialize in bookkeeping, payroll processing, financial reporting, tax filing, and strategic tax planning, ensuring accuracy, compliance, and operational efficiency. With a commitment to transparency and client-centric service, we prioritize building long-term relationships by providing actionable insights that drive business growth. Our expertise in financial software integration and meticulous attention to detail empower clients to focus on core operations while we handle their financial infrastructure.Backed by testimonials highlighting our responsiveness and cost-effective solutions, we serve businesses of all sizes, from startups to established enterprises. Our systematic approach combines automated statement retrieval with collaborative strategy sessions to align financial plans with organizational goals. Recognizing the critical role of year-round tax planning in minimizing liabilities, we offer proactive guidance to optimize fiscal outcomes. As a client-focused firm, we measure success through the stability and prosperity achieved by our clients, supported by flexible service schedules and dedicated account management.
Services
Bookkeeping
Payroll Processing
Financial Reporting
Tax Filing
Tax Planning
Details
- Year established: 2015
Highlights and features
- We offer 15+ years of combined experience in accounting and financial management.
- Our team specializes in automated financial software integration and real-time reporting.
- We provide personalized financial strategies through collaborative client consultations.
- Our services include year-round tax planning to minimize annual liabilities.
- We guarantee responsive communication with dedicated bookkeeper assignments.
What people say
Easy to work with
Quick response times
Eye for details
Found important discrepancies
High-quality standards
Services
Bookkeeping
Our bookkeeping services organize financial transactions for accurate reporting and tax preparation. We track income and expenses, reconcile accounts, and manage accounts payable/receivable. Clients receive timely financial statements to support informed business decisions while maintaining compliance with regulatory requirements.
Payroll Processing
We handle payroll administration including tax calculations, benefit management, and government filings. Our services ensure accurate employee compensation, compliance with labor regulations, and timely quarterly reporting. This reduces administrative burdens while minimizing compliance risks for business owners.
Financial Reporting
Our financial reporting delivers insights into business performance through profit/loss statements and balance sheets. We analyze key metrics to identify trends and provide actionable recommendations. This enables strategic decision-making and helps track progress toward financial objectives.
Tax Filing
We prepare and submit tax returns while ensuring regulatory compliance. Our services include document gathering, return preparation, and communication with tax accountants. This reduces audit risks and ensures timely filing while maximizing available deductions.
Strategic Tax Planning
Our tax planning identifies strategies to minimize liabilities through proactive financial adjustments. We analyze business profits and recommend tax-efficient practices. This approach helps businesses retain more revenue while maintaining compliance with evolving tax regulations.
People
Peter Wahba
Founder
Peter Wahba founded The Bookkeeper & Co & Co in 2015 after serving as CFO for multiple organizations. With a Bachelor's in Accounting and extensive experience in financial management, he specializes in delivering tailored bookkeeping solutions that improve business efficiency and client financial outcomes.
Questions
What accounting services do you offer?
We provide bookkeeping, payroll processing, financial reporting, tax filing, and strategic tax planning services tailored to business needs.
How do you customize financial solutions?
We analyze business operations during initial consultations to create personalized packages that match specific requirements and budget constraints.
Can you handle multi-state tax filings?
Yes, our tax services include managing complex filings for businesses operating across multiple states and jurisdictions.
What software platforms do you support?
We integrate with major accounting software and provide automated statement retrieval from bank and credit card accounts.
How often do you provide financial reports?
We deliver financial reports on schedules ranging from daily to annual, depending on client preferences and business requirements.
Do you offer tax planning throughout the year?
Yes, we emphasize year-round tax planning to identify savings opportunities and minimize annual tax liabilities proactively.
Reviews (6)
Nonof Urbiznes
Nov 13, 2020
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I started a new real estate investing business and wanted a bookkeeper. My main criteria where accessibility and someone who could grow with my business. Peter came onboard and its been great. I have several entities and he collates expenses from property management plus the business entity. We work on slack which is a great platform as I can access it anytime anywhere when I have expenses that might need explaining or upload documents. He responds quickly. I am ready for tax season ahead of everyone else. He takes care of the accounting so I dont have to think about it which leaves me free to
Jesse Giunta
Jan 31, 2020
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I have been working with this company for almost 2 years, and they are professional, timely, honest and diligent. As a small business owner I had been through 4 bookkeepers previous to them and had found it incredibly difficult to find someone who I could rely on and who was more on top on my business finances than me. I highly recommend them!
Dr. Suzanne Schiller
Jan 24, 2020
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Peter is easy to work with! He quickly responds to communications and gets the job done fast with an eye for details at an affordable price. I highly recommend him for your bookkeeping needs!
Monica Francois
Nov 23, 2019
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We cant thank the Bookkeeper & Co inc enough for the excellent work in bookkeeping as well as advising. I found Peter on Yelp, emailed him, had a brief phone interview /overview of our needs and situation and he was able to give us a quote right aways. He assured us that he would be able to take on the task hand and has exceeded our expectations. Since working with Peter, we have been able to focus more on our business goals rather than bookkeeping.He is precise and vigilant in his work-to the point of the penny, which is something I want in a bookkeeper for sure. He has always been accessible
Bernard Rothermund
Sep 13, 2019
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I have been with the Bookkeeper and Company for more than 3 years now. He works with me daily not only in my accounting needs but also in helping me manage my cash flow, grow my business and plan for the future. He has given me peace of mind, knowing he has my back. I would highly recommend him to anyone that has an accounting need as he is far less expensive than having a full time AP or AR person on staff.
Core Reconnection
Aug 13, 2019
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Peter knocks it out of the park. I am way too busy to manage all the financial details - he does it for us without a hitch. I am thrilled to have found him and would recommend him to anyone.
