Choosing the ground
Business formation
We prepare and file the paperwork to set up your business, including your EIN application and the state and local licenses and permits you need.
Formation$50 + filing fees
Strong roots. Clear books. Lasting returns.
Bookkeeping for small businesses and families in New York and New Jersey, explained in plain language, in English or Spanish, so you never make decisions in the dark.
New York & New JerseyLocal know-how for both states' filings
Hablamos españolYour finances, explained in your language
QuickBooks OnlineClean, organized, audit-ready books
Operating in the dark costs more than you think
Without accurate records, choices about hiring, spending and pricing become guesswork. Every hour you spend wrestling with your own books is an hour taken away from growing your business.
Why we started Raíces & Returns- You can't see your real profitStrategic decisions get made on incomplete information.
- Tax season becomes a scrambleWeeks lost hunting for statements and receipts.
- Audits feel frighteningDisorganized records increase your exposure if the IRS comes calling.
- Opportunities slip byWithout numbers you trust, loans, leases and growth plans stall.
From the ground up, in three steps
Start wherever you are. Some clients need a business set up, some need years of records rebuilt, and most simply want books they never have to worry about again.
Breaking the ground
Books restoration
Behind by months or years? We rebuild chaotic or missing records into a clean QuickBooks Online file, as far back as you need to go.
Priced byyour history
Monthly gardening
Ongoing bookkeeping
Accurate, current, audit-ready books every month: reconciliations, payroll, sales tax and financial statements at one flat rate.
Flat rate$450/mo
Monthly Gardening
Our flagship subscription keeps your books accurate, current and audit-ready every single month.
$450 / month
Strategy meeting, automated reporting and payroll processing included at no extra cost.
- Transaction recording & categorization
- Bank and credit card reconciliations
- Accounts receivable & payable tracking
- Basic payroll processing & statutory filings
- Sales tax filing
- P&L, balance sheet & cash flow statements
- Monthly, quarterly & annual closing
- Trial balance & general ledger maintenance
- Monthly 30-minute P&L strategy meeting
- Automated financial reporting to your inbox
Who we serve
We break down the language and financial-education barriers other firms overlook.
Small business owners
Restaurants, contractors, salons, shops and service businesses that want reliable numbers and more time to run the business.
New entrepreneurs
First-time owners who need their LLC, EIN and licenses handled correctly from day one, with books set up the right way.
Families building a legacy
Households that want financial clarity and literacy to turn hard-earned income into something lasting.
How we grow it together
Great books are a partnership. Here's how you water and fertilize your garden so we can keep it thriving.
- Keep business and personal expenses separate.
- Share bank, credit card and merchant processor statements by the 5th of the following month in Google Drive, or give us online access.
- Send payroll reports after each payment run.
- Upload receipts to the shared Google Drive within one week of a purchase.
- Answer categorization questions within 48 hours.
- Review your financials and ask about anything that is unclear.
- Tell us about loans, major purchases or significant business changes.
Book a consultation
We confirm your real transaction volume and complexity together. During our journey, either party can step away with 30 days' written notice.
Then ongoing
A standard agreement, ended by either party with 60 days' written notice.
$100
Grow together: our referral reward
For every new client you refer who signs up for monthly services, we take $100 off your next invoice. There's no limit: refer three businesses and save $300 on your next month of bookkeeping.
Ready to establish your financial ground?
Tell us where your books stand today. We'll walk you through the right next step, in English or Spanish.