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Valley Bookkeeping LLC

Valley Bookkeeping LLC

Reviews Summary

The reviews consistently praise the bookkeeping service for its exceptional organization, attention to detail, and professionalism. Customers highlight the significant reduction in stress, reliable communication, and tailored support for small businesses. The bookkeeper is described as highly competent, responsive, and trustworthy, often exceeding expectations. Many emphasize how invaluable the service is for their business operations, with strong recommendations for others seeking expert financial management. The overall sentiment is overwhelmingly positive, with repeated mentions of peace of mind and improved business clarity.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

515 Dowd Ave

Canton, Connecticut 06019

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday 8AM-12PM

Customer Reviews

5 Stars! Natalie at Valley Book Keeping has been an absolute lifesaver for my business. From day one, she brought a level of organization and professionalism that instantly lifted a huge weight off my shoulders. She?s incredibly friendly, easy to communicate with, and always attentive to my needs ? no detail ever goes unnoticed. I truly feel like she cares about my business as much as I do. I recommend her to all of my small business friends ? if you?re looking for someone who is reliable, detail-oriented,

The greatest bookkeeping services of all time! There's nothing like having a CPA-credentialed bookkeeper on your team. Natalie is highly competent and super responsive. She truly is a consummate professional...highly recommended!

I can't recommend Valley Bookkeeping highly enough! As a small business owner, keeping track of finances used to be a constant source of stress. Since hiring Natalie, everything is meticulously organized and accurate. She's taken a huge weight off my shoulders, allowing me to focus on what I do best. Her attention to detail and proactive communication truly provides invaluable peace of mind. If you're looking for reliable and trustworthy bookkeeping, look no further.

I absolutely love working with Natalie. She is extremely responsive and gives me her undivided attention for all my business related questions. She is extremely knowledgeable in the work that she does. Her CPA background makes her exceptionally qualified for my service based business.

Valley Bookkeeping is a fantastic resource for any small business needing reliable and professional bookkeeping support. Natalie and her team are responsive, detail-oriented, and truly care about helping their clients succeed. Whether you need help catching up on your books or want ongoing monthly support, they make the process easy and stress-free. Highly recommended for anyone looking to get their finances in order with confidence.

I highly recommend Valley Bookkeeping, LLC. Their customer service is second to none and their attention to detail with some of our most complex projects consistently exceeds my expectations. They have tremendous experience, which helps to guide and continuously improve our business.

Natalie is the best. Always on top of things. I get a much better picture of what's going on with my business now that I have a dedicated bookkeeper. I'd highly recommend her to any business!

Words can?t describe how grateful I am for Natalie. Truly, I wouldn?t be able to run my business without her. She handles so so much for me from sales tax, organizing my books, etc. Every time I have a question about something no matter how big or small she always answers quickly and solves all my problems. She?s so sweet and easy to chat with , you feel like you?ve known her forever. She?s beyond trustworthy and I recommend her to everyone I know. I seriously can?t express how great she is at her job and I

Valley Bookkeeping presents as an organized, professional company. Natalie is super helpful and I recommend her and her business!

Natalie is a very organized and talented young woman! Very impressed with her work. I highly recommend.

Natalie has done a great job with our contracting companies bookkeeping. Highly Recommend, Very Detail Orientated

Natalie is great. She understands small businesses and is willing to tailor her schedule to what your business needs. I highly recommend her.

Natalie at Valley Bookkeeping is so hardworking and organized. She takes pride in her work and always makes her customers her main concern.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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