(774) 521-3903

Welcome to

CRM Bookkeeping & Consulting

At CRM Bookkeeping & Consulting, we understand that every small business is as unique as the person behind it.  We are not here to provide cookie-cutter solutions but to be your personalized guide to financial excellence.

Your journey to financial clarity starts here.  Our comprehensive suite of services is designed with you in mind.  The industries we serve are of a wide variety.  We work with retail and wholesalers, construction management companies, architects, landscape companies, and independent contractors and freelancers, such as coaches, graphic designers, and real estate professionals.   We aim to empower small business owners like you with the financial support you deserve.

We’re not just about numbers. We are about your success. Our friendly, approachable, and laid-back approach is backed by unwavering professionalism. We are here to listen, advise, and connect you to the software and support you need to thrive.

Contact us today to get started!

What We Do

Proper bookkeeping is a crucial part of running a successful small business.  We offer our support wherever you need it. 

  • Monthly Bookkeeping, with and without payroll
  • QuickBooks and Xero Wizardry
  • DIY Bookkeeping Membership
  • Your Personal Financial GPS
  • Budgeting Bliss
  • Financial Insights and Advice

We can customize a package that works for you.  Please contact us at 774-521-3903 or request a meeting below. 

Our Bookkeeping Services Include:


 Recording transactions in QuickBooks or Xero

 Document management (bank statements, loan documents, etc.)

 Monthly reporting

 Unlimited emails & texts to answer all your questions

 Quarterly online review meetings to look at your books

Additional Services:


 Accounting software review, set up & conversion

 Training for QuickBooks Desktop, QuickBooks Online & Xero

 Bookkeeping Clean Up


 Sales Tax

 Year-end consolidation – 1099’s and audit support

 Transaction classification, multiple locations, inventory tracking, job costing







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Still Have Some Questions Left?

Call us for a Free Consultation at (774) 521-3903