Business Details
11 Years
experience
Trusted Bookkeeping Services in Orange County, NY
Capacity Bookkeeping was founded in 2015 with a mission to redefine expectations of bookkeeping and financial services. Our team consists of Certified Elite QuickBooks ProAdvisors and accounting professionals with a minimum of 10 years of experience, all based in the United States. We specialize in providing outsourced bookkeeping, payroll management, and fractional CFO services tailored to businesses of all sizes and industries. Our technology-driven solutions offer real-time financial data access while maintaining bank-level security protocols.We combine local expertise with strategic financial analysis to help clients streamline operations, reduce costs, and make data-driven decisions. With a proven process that includes quarterly reporting and trend analysis, we ensure accuracy and compliance while delivering actionable insights. Our 5-star rated services have helped businesses save thousands in accounting fees and improve financial health through meticulous bookkeeping and strategic guidance.
Services
Bookkeeping
Payroll Management
Fractional CFO
White Label Service
Payment Processing
Details
- Year established: 2015
Highlights and features
- Certified professionals with 10+ years of accounting experience
- USA-based team with accounting degrees and industry certifications
- No-contract flexible service agreements
- 5-star Google rating from satisfied business owners
- Proven process for financial trend analysis and reporting
Associations and certifications
- QuickBooks ProAdvisor
What people say
Dream team
Terrific financial health
Competent responsive staff
Saved thousands in fees
Spot-on professional work
Services
Bookkeeping
Our bookkeeping service provides accurate transaction recording, bank reconciliations, and financial reporting. We handle accounts payable/receivable, payroll processing, and tax preparation support for businesses of all sizes. Our certified professionals use cloud-based accounting software to maintain real-time financial records while ensuring compliance with regulatory requirements.
Fractional CFO
Our fractional CFO service delivers strategic financial guidance tailored to growing businesses. We offer cash flow analysis, budgeting, business planning, and merger/acquisition support. This service provides executive-level financial expertise without full-time executive costs, helping owners make informed decisions about business expansion and financial management.
White Label Service
Designed for accounting firms, our white label service handles bookkeeping tasks while CPAs maintain client relationships. We provide seamless financial data management, audit support, and reporting under the CPA's brand. This solution helps accounting practices scale services without increasing internal overhead.
Payment Processing
We integrate payment processing solutions with accounting systems to streamline financial operations. Our service connects platforms like Square and PayPal to accounting software, ensuring accurate income tracking and automated reconciliation for improved cash flow management.
Financial Reporting
Our financial reporting service includes quarterly trend analysis, budget comparisons, and performance metrics. We identify financial patterns, cash flow issues, and growth opportunities through detailed reporting. This service helps business owners make data-driven decisions based on accurate, up-to-date financial information.
People
Eric Egeland
Senior Partner
With 20+ years in financial consulting, Eric founded Capacity Bookkeeping to combine strategic thinking with precise bookkeeping. He specializes in business process improvement and financial strategy development.
Laurie Dupont-Sherard
Senior Bookkeeper
Laurie brings 15 years of accounting experience, specializing in bookkeeping for small businesses. She focuses on helping entrepreneurs maintain accurate financial records while reducing administrative burdens.
Magda Reyes
Fractional CFO
As a CPA with MBA, Magda provides strategic financial guidance to growing businesses. She specializes in financial planning, analysis, and helping owners understand complex financial data.
Victoria Fontana
Bookkeeper
Victoria handles bookkeeping for law offices and professional services firms. She brings 12 years of experience in legal accounting and financial reconciliation services.
Raquel Egeland
Billing Specialist
Raquel manages billing and collections processes for small businesses. She specializes in creating efficient accounts receivable systems that improve cash flow and reduce payment delays.
Questions
What bookkeeping services do you offer?
We provide full-service bookkeeping including transaction recording, bank reconciliations, financial reporting, payroll processing, and tax preparation support for businesses nationwide.
Are your bookkeepers certified professionals?
Yes, all our bookkeepers are Certified Elite QuickBooks ProAdvisors with accounting degrees and minimum 10 years of experience in financial management.
How does the fractional CFO service work?
Our fractional CFO service provides strategic financial guidance, budgeting, cash flow analysis, and business planning on an as-needed basis at a fraction of full-time costs.
Do you work with remote clients?
We serve clients nationwide through secure online platforms, offering real-time financial data access and virtual consultations regardless of business location.
What industries do you specialize in?
We work with diverse industries including non-profits, law offices, healthcare providers, retail businesses, and professional service firms across New York and beyond.
How quickly can you start working with my business?
We typically begin services within 3-5 business days after initial consultation, with immediate support available for urgent financial management needs.
