Strategic Bookkeeping Partnership

Bookkeeping That Builds Foundation

More than data entry. We provide strategic bookkeeping that creates the financial foundation for every decision you make. Real-time accuracy, deep understanding, and partnership that scales with your growth.

99.9%
Accuracy Rate
24hr
Typical Response
100%
Audit-Ready
Core Services

What's Included in Our Bookkeeping

Comprehensive bookkeeping services that keep your books accurate, current, and ready for strategic use

Daily Transaction Management

Every transaction recorded, categorized, and verified in real-time

Transaction recording & categorization
Receipt capture & management
Bank & credit card sync
Automated matching & verification

Monthly Reconciliations

Complete account reconciliation ensuring nothing slips through

Bank & credit card reconciliations
Balance sheet account reviews
Variance investigation
Supporting documentation

Financial Close Process

Professional month-end close with accruals and adjustments

Accruals & prepayments
Adjusting journal entries
Financial statement prep
Month-over-month analysis

Accounts Payable & Receivable

Invoice management and payment coordination

Vendor invoice processing
Customer invoice generation
Payment scheduling & tracking
Aging reports & collections

Chart of Accounts Management

Structured, industry-appropriate account organization

Custom chart setup
Regular cleanup & optimization
Department/project tracking
Class & location coding

Cleanup & Catch-Up

Get behind on books? We'll get you current fast

Historical data cleanup
Error correction & reclassification
Backlog catch-up services
System migration support
Real Results

What Clients Achieve With Strategic Bookkeeping

When bookkeeping becomes a strategic partnership, businesses unlock tangible value

87%
Faster Month-End Close
From 10+ days to 3-5 days average
$24K
Avg Tax Savings Found
Through proper categorization & deductions
100%
Pass Investor Due Diligence
Clean books accelerate fundraising
3-5hrs
Owner Time Saved Weekly
Focus on growth, not bookkeeping

Our Clients

"Rich and the aquifer team helped us significantly improve our financial infrastructure. This allows us to focus on scaling faster, while feeling confident we have the right financial systems in place."

"The Aquifer team has been incredibly insightful in approaching our finance stack, making them an invaluable partner for our business. They work with us rather than around us and continue to lend their expertise in the world of web3 accounting."

"Aquifer was instrumental in helping GDA scale by providing financial infrastructure & processes, financial advisory seed + Series A rounds, corporate accounting & tax support, and any other ad-hoc projects. The team brought a strong sense of co-founder ownership."

Technology Ecosystem

Seamlessly Integrate With Your Existing Tech Stack

Platform-agnostic expertise means you never have to change your systems. We adapt to your workflow, not the other way around.

Core Accounting Platforms
QuickBooks Online

Cloud-based accounting for growing businesses

Popular
QuickBooks Desktop

Enterprise-grade local accounting software

Xero

Modern cloud accounting platform

Popular
NetSuite

Enterprise resource planning system

Sage Intacct

Advanced financial management

FreshBooks

Simple invoicing and accounting

Seamless Integrations

We connect with the tools you already use, creating a unified financial ecosystem

Banking

Direct bank feeds for real-time transaction sync

Payroll

Automated payroll journal entry recording

Expenses

Receipt capture and expense categorization

E-commerce

Sales and inventory synchronization

Payments

Payment processing and revenue recognition

CRM

Customer relationship and sales tracking

Inventory

Inventory management and COGS tracking

Project Mgmt

Project-based accounting and time tracking

Automatic Sync

Real-time data synchronization across all platforms

Bank-Level Security

Encrypted connections you can trust

Not Sure Which Platform Is Right For You?

We'll analyze your business needs, recommend the optimal platform, and handle the complete migration with zero disruption to your operations.

100+ platforms supported• Zero data loss guarantee
Our Process

How We Become Your Accounting Team

We don't rush onboarding. We take the time to deeply understand your business, processes, and goals

Discovery & Assessment

We review your current accounting setup, understand your business model, and identify opportunities for improvement

01
Setup & Integration

We configure your accounting system, establish chart of accounts, and integrate with your tools and workflows

02
Ongoing Partnership

Your dedicated team maintains your books daily, weekly, or monthly based on your needs and complexity

03
Continuous Improvement

We proactively identify process improvements and provide insights to optimize your financial operations

04
Our Team

Meet Your CFO Partners

Our experienced CFOs bring decades of expertise across various industries to help your business thrive

Rich Zhou
CEO & Founder
Terence Papadacos
COO & Manager of Accounting
Alexander Williamson
Senior Manager of Accounting
Ron Armstrong
Senior Business Analyst
Witton Leung
Financial Modeling Expert
Lydia Yu
Manager of Accounting
Mhilanie Belleza
Manager of Accounting
Want to learn more about our team and expertise?
View Full Team Bios
The Aquifer Difference

Strategic Partners, Not Just Data Entry

We don't just record transactions. We become integrated partners who understand your business cycles, cash flow patterns, and financial goals to deliver bookkeeping that drives better decisions.

Proactive Financial Insights

We monitor trends and flag issues before they become problems, giving you visibility into your business health.

Accuracy You Can Trust

Our multi-layer review process ensures 99.8% accuracy with monthly reconciliations and detailed audit trails.

Real-Time Visibility

Access up-to-date financials anytime with cloud-based systems that keep you informed and in control.

Common Questions

Frequently Asked Questions

Everything you need to know about our bookkeeping services

What's the difference between bookkeeping and accounting?
How often will my books be updated?
Can you clean up my messy books?
Do I need to change my accounting software?
What if I have questions between updates?
How do you ensure accuracy?
Can you handle multiple entities or locations?
What's included in your bookkeeping service?
Do you handle payroll?
How quickly can you start?
Let's Get Started

Ready for Bookkeeping That Actually Helps Your Business?

Schedule a free 30-minute consultation with our bookkeeping team. No credit card required, no commitment—just expert guidance to get you started.

No Credit Card Required
30-Min Free Call
Dedicated Partnership