Serving Tewksbury, Boston, and beyond

You didn't start a
business to do
bookkeeping.
We did.

Clean books, clear numbers, and the financial confidence to run your business — without spending your time in a spreadsheet.

QuickBooks Online Certified
Level 2 · QBO ProAdvisor
Xero Certified Advisor
Level 2 Certified
20+ Years in Finance Operations
SaaS · Distribution · Small Business
Full-Spectrum Tool Stack
QuickBooks · Xero · NetSuite · Bill.com · Brex
Professionally Insured
Errors & Omissions (E&O) Insurance · Your peace of mind

Services Built for Small Business

From keeping your books current to managing payroll and AR/AP — we handle the financial back-office so you can focus on growth.

Monthly Bookkeeping
Transaction categorization, bank reconciliation, and clean books delivered every month. The foundation of every package.
Financial Reporting
Monthly P&L, balance sheet, and cash flow statement — plus trend analysis — so you always know where you stand.
Accounts Payable
Bill entry, approval workflow support, vendor payment scheduling, and bill payment execution so nothing falls through the cracks.
Accounts Receivable
Invoice creation, tracking, cash application, and collections follow-up to keep your cash flow healthy and receivables current.
Payroll Support
Payroll journal entries, reconciliation, and end-to-end coordination with your payroll provider.
Month-End Close
A structured close process with accruals, prepaid amortization, and full account reconciliations — audit-ready every month.

Bookkeeper vs. CPA — What's the Difference?

Both roles are essential. Neither replaces the other. Here's how they work together to keep your business financially healthy.

MO Bookkeeping Services, LLC
Bookkeeper vs. CPA / Tax Accountant
What each one actually does for your business
Bookkeeper
Year-round partner
CPA / Tax Accountant
Primarily tax season

Records daily transactions

Income, expenses & payments, coded and categorized

Prepares & files tax returns

Federal, state, and local — annual tax compliance

Reconciles accounts monthly

Bank, credit card, loans — every account balanced

Provides tax strategy & planning

Minimize liability and plan for business growth

Produces financial reports

P&L, balance sheet, budget vs. actuals — monthly

Advises on business structure

LLC, S-corp, sole prop — entity elections & taxes

Manages AP & AR

Vendor bills, client invoices, payment tracking

Handles IRS correspondence

Audits, notices & disputes — licensed representation

Supports month-end close

Clean, accurate books delivered by the 10th

Offers advisory & consulting

Forecasting, valuations, and financial guidance

Hands clean data to your CPA

Organized books = less CPA time = lower tax bills

Reviews financials at year-end

Depends on your bookkeeper's clean, accurate data

Cleanup & catch-up work

Fix messy or months-behind books and start fresh

Provides licensed representation

CPA credential required — legally authorized to sign

Better together — not interchangeable

Your bookkeeper keeps your books clean all year. Your CPA uses those books to save you money at tax time. You need both — and they work best as a team.

Bookkeeper frequency
Monthly
ongoing, year-round
CPA frequency
Annually
primarily at tax time
Pro tip
Clean books = lower CPA bills
invest monthly, save at year-end

Build Your Custom Package

Choose the services your business needs and select a commitment level. Your estimated monthly investment updates instantly — no surprises.

Step 1
Choose Your Services
Monthly bookkeeping is the foundation of every package. Add on what fits your business.
Step 2
Select a Contract Term
Longer commitments mean better rates — and more time to build something great together.
Your Estimate
$0/mo
Billed monthly
No commitment

This estimate is for discussion purposes only. Actual pricing is confirmed after reviewing your business volume and specific needs.

Experienced. Certified.
In Your Corner.

I'm Michelle Ouellette, founder of MO Bookkeeping Services, LLC. With over 20 years in finance operations across SaaS, distribution, and mission-driven small businesses, I've seen firsthand how clean books and reliable reporting change the way business owners make decisions.

I launched MO Bookkeeping to bring the same level of financial rigor I applied in corporate environments to small and growing businesses — without the overhead of a full-time hire.

We're based in Tewksbury, MA and work with clients locally and remotely. Whether you need a monthly bookkeeping partner or help getting your accounts untangled, I'd love to connect.

Certifications
QuickBooks Online Certified — Level 1 & 2
QuickBooks Online ProAdvisor
Xero Certified Advisor — Level 2
Tools & Platforms
QuickBooks Online · Xero · Odoo · NetSuite
SAP Concur · Brex · Expensify
Excel · Google Sheets · AP Automation
Industries Served
SaaS & Technology
Distribution & Wholesale
Mission-Driven Small Business

Let's Talk About Your Books

The best first step is a short discovery call — no obligation, no pressure. We'll talk through where your books are today, what you need, and whether we're a good fit.

Reach out by phone or email and I'll get back to you within one business day.

Location
Tewksbury, MA & surrounding areas