---
title: Bookkeeping & Mini CFO | Capri Tax & Accounting
description: "Monthly QuickBooks bookkeeping and reconciliations, plus Mini CFO: monthly CPA meetings, cash flow, projections and tax returns for Long Island businesses."
---

[Capri Tax & Accounting](https://capricpa.com/?hsLang=en)

[Services](https://capricpa.com/services?hsLang=en)[About](https://capricpa.com/about?hsLang=en)[Contact](https://capricpa.com/contact?hsLang=en) [Request a consultation](https://capricpa.com/contact?hsLang=en)

Services / Bookkeeping & Mini CFO

# Bookkeeping and Mini CFO

Clear numbers, every month.

![](https://capricpa.com/hubfs/raw_assets/public/capri-theme/images/office-janet-anthony.jpg)

We keep your QuickBooks current and reconciled every month.

Mini CFO adds monthly meetings with your CPA, cash flow and projections, quarterly estimates, and your tax returns. You get the oversight of a CFO without a full-time hire.

[Ask about Mini CFO](https://capricpa.com/contact?hsLang=en)

Mini CFO includes

- Monthly bookkeeping and reconciliations
- Monthly meetings with your CPA
- Cash flow and projections
- Quarterly estimates and tax returns

Services

## Other ways we help

### [01 Business Tax & Planning Returns and year-round planning for S corps, LLCs, and partnerships. Learn more](https://capricpa.com/services/business-tax-planning?hsLang=en)

### [02 Rental Property Tax Depreciation, basis, and planning for one property or many. Learn more](https://capricpa.com/services/rental-property-tax?hsLang=en)

### [03 Bookkeeping & Mini CFO Monthly books, clear numbers, and ongoing guidance. Learn more](https://capricpa.com/services/bookkeeping-mini-cfo?hsLang=en)

### [04 Individual Tax for Business Owners Personal returns prepared alongside your business. Learn more](https://capricpa.com/services/individual-tax?hsLang=en)

### [05 NYS & NYC Tax PTET elections, New York City business tax, and sales tax. Learn more](https://capricpa.com/services/nys-nyc-tax?hsLang=en)

## Let's get your business *in order.*

Tell us about your business. If we're a good fit, we'll set up a short call.

[Request a consultation](https://capricpa.com/contact?hsLang=en)

[Capri Tax & Accounting](https://capricpa.com/?hsLang=en)

Tax planning and bookkeeping for Long Island business owners.

#### Visit

- 340 Trinity Place
- Malverne, NY 11565

#### Contact

- [(516) 992-6769](tel:5169926769)
- [janet@capricpa.com](mailto:janet@capricpa.com)

#### Explore

- [Services](https://capricpa.com/services?hsLang=en)
- [About](https://capricpa.com/about?hsLang=en)
- [Request a consultation](https://capricpa.com/contact?hsLang=en)

© 2026 Capri Tax & AccountingMalverne, Long Island, New York