NEW YORK / REMOTE BOOKKEEPING
The Nexus Advisors provides remote bookkeeping and accounting support for New York businesses. We organize transactions and reconciliations, then prepare draft reports and schedules for your independent CPA's review. This is a remote service area, not a New York office.
Bookkeeping preparation, with a clear handoff. Nexus is not a CPA firm and does not hold a CPA designation. Your independent CPA performs professional review. Audit, assurance and tax return filing are outside our services.
A WORKABLE ROUTINE
A business may receive card settlements, marketplace payouts, bank transfers, and invoice payments. These records can arrive at different times and describe activity differently. We organize agreed sources, compare them with account statements, and flag missing information. Work begins with a defined period, account list, and reporting scope. These examples illustrate possible bookkeeping needs; they are not client stories or claims of industry-specific expertise.
WAYS THE WORK CAN FIT
Illustrative situations to discuss when defining your scope.
Bring together sales summaries, settlement reports, refunds, and fee records. We trace recorded activity to deposits and list differences for clarification, keeping source detail available instead of treating each net deposit as a complete explanation.
Organize invoice numbers, payment references, credits, and customer balances. An agreed receivables schedule helps distinguish matched payments from items that need your input. Your business retains responsibility for customer communications and collection decisions.
Map the overdue periods and available statements before starting corrections. We track missing documents, reconcile included accounts, and keep a record of authorized bookkeeping changes. Questions requiring accounting judgment go to your independent CPA.
BEFORE THE FIRST WORKING SESSION
The initial inquiry can stay brief. We agree on access and document sharing before you provide records.
HOW REMOTE SUPPORT WORKS
Confirm the accounts, periods, record sources, and priorities. Agree on document access, responsibilities, deliverables, and the expected sequence before work begins.
Work through the agreed transactions and reconciliations. You provide business explanations and missing records; unresolved differences stay visible on an outstanding-item list.
Receive draft reports, supporting schedules, reconciliations, and open questions for your independent CPA. A recurring monthly routine can be discussed separately.
BEFORE WE BEGIN
This page describes remote support available to New York businesses. It does not represent a New York office. We agree on document sharing and communication during scoping.
We can discuss the records each provider supplies and include agreed sources in the scope. Access to complete exports and statements determines what can be reconciled.
We identify the gaps and the work they affect. You obtain missing records where possible. Unresolved items remain disclosed in the handoff rather than treated as confirmed.
No. Nexus is not a CPA firm and holds no CPA designation. We prepare bookkeeping records; your independent CPA performs professional review. We do not certify financial statements, perform audit or assurance work, or file tax returns.
OFFICIAL STATE RESOURCES
These state resources are separate from Nexus. Discuss requirements specific to your business with the appropriate agency or your independent professional adviser.
Official New York business information and administrative resources.
Official Department of Taxation and Finance information for businesses; discuss applicability with your tax professional.
LET’S START WITH YOUR RECORDS
Tell us where in New York your business operates, which accounting system you use and which periods need attention. We’ll discuss a practical scope before work begins.