Bookkeeping Services for Small Businesses in Portland, CT

Managing your books shouldn’t take time away from running your business. At Carollo & Associates, we provide professional bookkeeping services in Portland, CT and the surrounding areas—helping small business owners stay financially organized, tax-ready, and in control.

Why Small Businesses Need Professional Bookkeeping

If you’re like most business owners in Portland or Glastonbury, your time is spent serving customers—not reconciling accounts or running financial reports. But without accurate bookkeeping, it’s easy to lose track of cash flow, miss deductions, or fall behind on compliance.



Whether you own a busy salon, a growing spa, or a local shop in Middlesex County, partnering with a trusted CPA for your bookkeeping brings peace of mind. Your books stay clean, your financials stay current, and come tax season, you’re ready.

What Our Bookkeeping Services Include

We provide tailored monthly and quarterly accounting support for small businesses across Connecticut. Services include:

  • Accounts Payable & Receivable tracking
  • Bank & credit card reconciliations
  • Monthly financial statements (P&L, Balance Sheet, Cash Flow)
  • General ledger management
  • Sales tax tracking and reporting
  • Cash flow monitoring
  • Customized chart of accounts
  • Optional quarterly or annual check-ins for review

Need a deeper level of service? We can scale support as your business grows.

Why Connecticut Businesses and Families Choose Us

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QuickBooks Setup & Optimization

Whether you're launching a new business or transitioning from spreadsheets, we help you get set up with QuickBooks Online or Desktop—and make sure it's customized to your industry and needs.

From optimizing your chart of accounts to training you on daily use, we set you up for success.

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Payroll & Tax Integration

Accurate books do more than keep your records straight—they simplify payroll and taxes.

We help you integrate payroll with your bookkeeping system (QuickBooks Payroll or your provider of choice) and ensure your records align for efficient tax preparation each year.

Ready to Simplify Your Accounting?

Let’s start with a conversation. Whether you need a one-time service or ongoing support, we’re here to help.

Looking Beyond Accounting?

In addition to tax and bookkeeping, we provide investment and retirement planning services. See how our financial advisory team can help you build long-term wealth.