Clean books every month. No tax-season panic.
Monthly bookkeeping, catch-up work, and clear financial reports for small businesses across Buffalo and Erie County, from a local team that also offers tax preparation.
Professional BookkeepingFree EstimateLocal Buffalo OfficeQuickBooks, Xero & ExcelBookkeeping + Tax Under One RoofNY Sales Tax-Ready RecordsReal feedback from business owners who work with KD Accounting & Tax, straight from Google.
We filed our c corp company tax return for last 7 years and Alex and his cpa team did best
We had our llc company tax return and sales tax .
Excellent service
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Reasonable price
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Price assessment
Great price
Maybe your books are a spreadsheet you stopped updating in March. Maybe it's a QuickBooks file nobody has reconciled since last tax season, or a folder of receipts in the truck. If you run a business in Buffalo, you're probably very good at the work itself: the job site, the kitchen, the client meetings. Bookkeeping is the thing that slides.
KD Accounting & Tax provides small business bookkeeping for owners across Buffalo and Erie County, from monthly bookkeeping and catch-up work to clear financial reporting. The goal is simple. Accurate books every month, so your numbers are ready when you need them, whether that's for a bank, a sales tax return, or tax season.
Have questions about your books? Talk to a local bookkeeper today. Call Us 716-589-2665
Not sure if it's time to hand off the books? These are the signs worth paying attention to:
Money comes in and goes out, but you couldn't say what you actually made last month.
If you check the account before every purchase, you're managing cash by guesswork.
You spend late nights in March and April hunting for receipts and rebuilding the year.
Unreconciled accounts, duplicate entries, and a growing uncategorized balance all point to books that need attention.
New employees, a second location, a loan application, or sales tax collection all make accurate books more important and more time-consuming.
If two or more of these sound familiar, a monthly bookkeeping plan will likely save you time and stress.
Sound familiar? Let's talk about getting your books back on track. Call Us 716-589-2665
Every client bookkeeping engagement starts with the same basics: accurate records, reconciled accounts, and reports you can use. From there, we add the services your business actually needs.
We record and categorize your income and expenses, reconcile every bank and credit card account, and close your books each month on a consistent schedule. You get a profit and loss statement and balance sheet you can actually read. If something looks off, like a duplicate vendor charge, a deposit that doesn't match an invoice, or an expense coded to the wrong account, we'll point it out.
Behind by a few months, or a few years? It happens, and it's fixable. We start from your bank and credit card statements, review your chart of accounts, rebuild the missing months, correct miscategorized entries and duplicates, and reconcile until the balances tie out. Cleanup is quoted after we see your records. Once you're current, a monthly plan keeps the backlog from building up again. Many seasonal businesses find winter the easiest time to catch up, and it's worth doing before a loan application or tax season too.
Reconciliation is how you know your books match reality. We compare every account to its statement each month, so missing transactions, bank errors, and unexpected charges get caught while they're still easy to fix, not months later.
We keep track of who owes you and what you owe. Aging reports show which customers are slow to pay and which bills are coming due, so cash flow surprises are less likely. Accounts payable and receivable management is included in our Gold and Platinum plans.
We record payroll correctly in your books, including wages, withholding, and employer taxes, and keep the records organized for New York's quarterly NYS-45 return. Need payroll run for you too? Our payroll services start at $99 per month as an add-on to any plan.
Each month you receive a profit and loss statement and a balance sheet. Gold and Platinum plans add cash flow analysis and custom financial reporting. These are the reports banks, lenders, and landlords usually ask for, and the ones that show whether your business is actually making money.
If you make taxable sales, New York requires you to file sales tax returns and remit any tax due by the applicable deadline. For quarterly filers, returns are generally due 20 days after the end of each reporting period, with standard due dates of March 20, June 20, September 20, and December 20. If a due date falls on a Saturday, Sunday, or legal holiday, the deadline generally moves to the next business day. We keep taxable sales, exempt sales, and sales tax collected properly organized in your books, so the information needed for each return is ready when it's time to file.
Not sure which services you need? We'll help you sort it out on a quick call. Call Us 716-589-2665
Good software makes bookkeeping faster. Careful review makes it accurate. We use both.
Not sure which one is right for you? We'll explain the options, set it up correctly, and train you or your staff to handle day-to-day entries. Read more about our QuickBooks bookkeeping help.
Automation handles the repetitive work, but it can't tell when a transaction has been put in the wrong place. That's why every month a person checks the work:
The result is financial statements you can rely on for decisions, lenders, and tax filing.
Want books you can actually trust? Call Us 716-589-2665
We talk through your business, your software, and where your books stand today. If you're behind, we'll look at what's needed to get current.
We connect your bank and credit card accounts, set up or clean up your chart of accounts, and agree on how you'll send receipts and documents.
Every month we categorize transactions, reconcile accounts, and close the books.
You receive your monthly financial statements, and on Silver plans and above, we review the numbers with you quarterly or monthly. If we also prepare your taxes, your year-end records go straight to our tax preparation team, so there's no chasing down numbers in March.
Ready for step one? Your free estimate starts with a quick call. Call Us 716-589-2665
Our small business bookkeeping plans are priced by how many transactions you have, so you know the cost upfront. Every plan includes transaction recording, bank reconciliation, monthly financial statements, and QuickBooks support.
| Plan details | Bronze | Silver | Gold Most popular | Platinum |
|---|---|---|---|---|
| Monthly price | $149/mo | $249/mo | $399/mo | $599/mo |
| Best for | Startups and very small businesses | Growing small businesses | Established businesses | Businesses needing full financial support |
| Transactions per month | Up to 100 | Up to 200 | Up to 400 | Customized / high volume |
| Transaction recording | | | | |
| Bank reconciliation | — | | | |
| Monthly financial statements | | | | |
| QuickBooks support | | | | |
| Accounts payable | — | — | | |
| Accounts receivable | — | — | | |
| Financial review | — | Quarterly | Monthly | Monthly |
| Cash flow analysis | — | | | |
| Custom financial reporting | — | — | | |
| Add-on | Starting at |
|---|---|
| Bookkeeping cleanup/catch-up | Custom quote |
| QuickBooks setup | $149+ |
| Payroll services | $99+/mo |
Tax preparation, tax planning, and advisory are also available in our plans. See the full comparison on our pricing plans page.
Not sure which plan fits? Get a free estimate, and we'll recommend one. For more on what drives the price, read our guide to what bookkeeping services cost in Buffalo.
Prefer to talk it through? Call us, and we'll recommend a plan. Call Us 716-589-2665
Every industry has its own bookkeeping quirks. A few we know well:
Job costing, subcontractor payments, 1099 records, and cash flow that swings with Buffalo's building season. See accounting for contractors in Buffalo.
Reconciling point-of-sale reports to deposits, tracking tips, and keeping sales tax records clean. See restaurant and retail bookkeeping.
Keeping client funds separate from operating accounts and records organized. See bookkeeping for law firms.
Consultants, agencies, and medical and wellness practices that need clean monthly numbers.
Setting up your books correctly from day one. If you're still forming the business, start with our business registration services.
Don't see your industry? Ask us. We work with a wide range of small businesses. Call Us 716-589-2665
Most bookkeeping problems start small and grow quietly. Here are some of the issues we fix when cleaning up a new client's books:
Personal and business expenses mixed together. Running personal purchases through the business account makes it hard to see real profit, and harder to support deductions at tax time.
Transfers recorded as income. Moving money between your own accounts can show up as sales if it's categorized wrong, which overstates income.
Loan payments recorded as expenses. Only the interest portion is an expense. Recording the whole payment understates profit and leaves the loan balance wrong.
Sales tax lumped in with revenue. Sales tax you collect belongs to New York State, not to your business. Mixing it into sales inflates revenue and makes returns harder to prepare.
Months without reconciliation. Without regular reconciliation, small errors pile up until the books no longer match the bank.
Catching these early keeps your financial statements reliable and makes tax preparation faster and less stressful.
Worried your books have some of these problems? We'll take a look. Call Us 716-589-2665
"Accounting is the language of business." — Warren Buffett
Accurate books are how you understand that language for your own business. Here's why Buffalo owners choose us to keep their books.
Our office is in Buffalo, and we know how business here works, from winter slowdowns to New York's sales tax and payroll filing requirements.
Because we also prepare taxes, we keep your books with tax time in mind. If you choose us for both, the same firm that closes your books every month prepares your return, so nothing gets lost in a handoff.
Our client bookkeeping is handled by a local team you can call, not a support ticket queue.
Outsourcing your bookkeeping means no salary, benefits, training, or turnover costs for a full-time bookkeeper, and you only pay for the level of service you need.
We explain your numbers in plain language, not accounting jargon, and Silver plans and above include regular financial reviews.
KD Accounting & Tax has provided accounting, tax, and bookkeeping services in Buffalo for over 10 years, and you can read what clients say on our Google Business Profile.
Work with a local Buffalo bookkeeping team. Call Us 716-589-2665
We work with businesses throughout Buffalo and across Erie County, including:
| Area | ZIP codes |
|---|---|
| Central Buffalo (home of our office) | 14208 |
| Downtown Buffalo | 14202, 14203 |
| Allentown | 14201 |
| Elmwood Village | 14222 |
| North Buffalo | 14214, 14216 |
| South Buffalo | 14210, 14220 |
| Amherst | 14221, 14226, 14228 |
| Williamsville | 14221 |
| Cheektowaga | 14225, 14227 |
| Tonawanda | 14150, 14217, 14223 |
| Kenmore | 14217, 14223 |
| West Seneca | 14224 |
| Orchard Park | 14127 |
| Hamburg | 14075 |
| Lackawanna | 14218 |
| Lancaster | 14086 |
Don't see your ZIP code? If you're anywhere in Western New York, give us a call.
Prefer to work remotely? You can send documents electronically and meet with us by phone or video, so your location isn't a barrier.
Anywhere in Erie County? We can help. Call Us 716-589-2665
Our monthly plans are priced by transaction volume, starting at $149 per month for up to 100 transactions. If your books need cleanup first, that's quoted separately, and add-ons like payroll services start at $99 per month. Our Buffalo bookkeeping cost guide explains what affects the price.
At its core, small business bookkeeping means recording every transaction, reconciling your bank and credit card accounts, and producing monthly financial statements. Depending on your plan, it can also include accounts payable and receivable, financial reviews, cash flow analysis, and payroll.
A bookkeeper records and organizes your day-to-day transactions and keeps accounts reconciled. An accountant uses those records to prepare tax returns, analyze your finances, and advise on planning. KD Accounting & Tax offers both, which can make year-end much smoother.
Yes. We rebuild your records from bank and credit card statements, correct errors, and reconcile each month until everything ties out. A monthly plan then keeps you current.
Usually not. We work in QuickBooks Online, Xero, and Excel. If your current setup is causing problems, we'll explain the options and help you move if it makes sense.
Yes. We track taxable sales, exempt sales, and sales tax collected in your books, so the numbers for your quarterly or annual return are ready on time.
No. You're welcome to meet us in person in Buffalo, but most of the work can be done remotely. You share documents electronically, and we meet by phone or video.
At least monthly. Monthly bookkeeping keeps reconciliations current, catches errors while they're easy to fix, and gives you up-to-date numbers for decisions. Businesses with high transaction volume or tight cash flow may benefit from weekly updates.
Yes. Lenders usually ask for recent profit and loss statements, a balance sheet, and sometimes tax returns. We make sure your books are reconciled, and your financial statements are accurate before you apply.
Recent bank and credit card statements, access to your accounting software (if you use one), and any payroll or sales tax records. We'll walk you through the rest during onboarding.
Still have a question? Ask us directly. Call Us 716-589-2665
Whether you need monthly bookkeeping or a full catch-up, KD Accounting & Tax can help your Buffalo business get organized and stay that way. Call (716) 589-2665 or request your free estimate today.
Want to learn more before you call? These guides from our blog answer common bookkeeping questions:
What drives bookkeeping prices and how to compare providers.
The basics of how every transaction gets into your books.
The tasks to finish every month to keep your books accurate.
Job costing, subcontractors, and seasonal cash flow.
Point-of-sale, tips, inventory, and sales tax records.
Keeping client funds and operating accounts properly separated.
Rather talk to an expert? Call Us 716-589-2665
Call Us 716-589-2665