At Sunderland Valley Enterprises, we transform financial chaos into clarity for small businesses. With over 30 years of experience, we specialize in comprehensive accounting and bookkeeping services, including proactive financial management, streamlined systems, and data-driven insights.
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4 customer reviews
James Matos
I cannot recommend Sunderland Valley Enterprises highly enough for their outstanding accounting services!! From start to finish, Jackie provided me with expert financial guidance, ensuring my books were not only accurate but also strategically optimized for growth.
Her attention to detail and precision in bookkeeping gave me complete confidence in my financial records, allowing me to focus on running my business without any worries.
What truly sets her apart is their creative approach to accounting. Their insights helped me maximize my profits, streamline expenses, and plan effectively for the future. Her professionalism, responsiveness, and dedication to client success make her an invaluable partner.
If you’re looking for an accounting firm that goes beyond basic bookkeeping and truly adds value to your business, Sunderland Valley Enterprises is the way to go. Their expertise, integrity, and commitment to excellence make them a top-tier choice. I’m incredibly grateful for their services and will continue to trust them with my accounting needs.
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Lisa Miller
Sunderland Valley Enterprises is an exceptional accounting and financial analytics company. Jackie is a brilliant small business bookkeeper and financial officer who understands all aspects of running a successful financial operation. Rob is a highly skilled business expert and the combination makes them an invaluable team who has provided my company with financial services for many years. They are easy to work with, professional, reliable and trustworthy. They have your best interests in all they do. More...
Galit .C.
As a new business owner, I appreciate the work and the knowledge I have received for my bookkeeping and tax preparation. Working with Jackie was very helpful. Thank you for providing fast, well-organized, and professional service. More...
Norma Crocco Financial Administrator CCS, New Jersey
Working with Jackie had a transformational impact on our school’s financial management. She expertly transitioned our accounting system from a manual process to a fully automated QuickBooks setup, significantly improving efficiency and accuracy. Her hands-on training ensures our team felt confident in navigating the new system, providing us with a strong foundation for long-term success. More...
What kind of accounting services do you provide?
We provide Strategic Bookkeeping Services designed to maximize profitability, optimize tax savings, and improve cash flow—not just maintain compliance. Our services include full-service bookkeeping, cash flow management, tax-optimized financial tracking, payroll processing, and AI-enhanced automation for real-time insights. We go beyond traditional bookkeeping by offering profitability analysis and strategic financial planning to help businesses scale sustainably. Whether you're a startup or an established company, our proactive, data-driven approach ensures you stay financially strong and positioned for growth.
Why is it so important for businesses to hire a great accountant?
Hiring a great accountant is crucial for businesses because they do much more than just handle taxes. Here’s why they are essential:
Financial Accuracy and Compliance – A skilled accountant ensures financial records are accurate, reducing errors that could lead to legal or tax issues. They also help businesses stay compliant with tax laws and regulations.
Cost Savings and Efficiency – A great accountant helps identify areas where money can be saved, whether through tax deductions, expense reductions, or process efficiencies.
Strategic Financial Planning – Beyond day-to-day bookkeeping, accountants provide insights into budgeting, forecasting, and financial decision-making, helping businesses grow and scale effectively.
Cash Flow Management – Proper cash flow management is critical for business survival. A good accountant helps track incoming and outgoing funds, ensuring businesses don’t run into liquidity issues.
Tax Optimization and; Planning – Accountants don’t just file taxes—they strategize to minimize liabilities, maximize deductions, and ensure businesses take advantage of tax benefits.
Risk Management – They can identify financial risks early and provide solutions to mitigate them, helping businesses avoid costly mistakes.
Business Growth and Investment Readiness – If a business is seeking investment, loans, or expansion, an accountant prepares the necessary financial documents and helps present a solid financial case.
Time Savings for Business Owners – Instead of handling complex financial tasks, business owners can focus on growing their business while an accountant manages the numbers.
In short, a great accountant is an investment that pays off by improving financial health, reducing risks, and driving long-term business success.
What do you love most about your job?
We are passionate about partnering with small business owners and entrepreneurs to drive their success. Our expertise helps clients achieve positive cash flow and long-term profitability, allowing them to focus on growing their business without the stress of financial management.
What inspired you to start your own business?
We saw a need for small business owners to have access to strategic bookkeeping and accounting services that larger companies use. We bring all of the tools and expertise used in our corporate careers to business owners and entrepreneurs.
Why should our clients choose you?
We know that managing business finances can feel overwhelming—but you don’t have to do it alone. We’re not just bookkeepers; we’re your financial partners, here to simplify your numbers, uncover hidden opportunities, and help you make smarter financial decisions with confidence. Our approach is personal, strategic, and proactive—we don’t just record transactions; we help you understand your finances, optimize cash flow, and reduce tax burdens so you can focus on growing your business. Whether you’re just starting out or scaling up, we provide the clarity, support, and expertise you need to succeed.
Can you provide your services online or remotely? If so, please add details.
Yes services will be available online and remotely. We utilize various systems to ensure that all services are easily accessible for all clients.
Tax Ready Financials
Eliminate tax season stress with year-round preparation.
- Keep business books clean and accurate all year long
- Ensure financial records are always ready for tax preparation, audits or lender requests
- Make tax season seamless with detailed, organized records and reporting.
Monthly Financial Health Checks
Get a clear snapshot of your business's performance
- Understand key financial metrics & transactions to stay on top of cash flow
- Catch potential compliance or financial issues early, avoiding costly mistakes
- Access expert guidance through monthly strategy sessions curated to your goals
-Gain personalized insights & actionable recommendations to drive growth
- Obtain real answers to your financial questions for a deeper understanding of your business
Catch-Up Bookkeeping
Get your records back on track, quickly.
-Bring your overdue books up to date from any point
- Resolve bookkeeping backlogs to regain control of your finances
- Set your business up for success with organized, reliable financial records
Custom QuickBooks Setup & Training
Utilize a customized QuickBooks system designed to meet your specific needs.
- Take part in personalized training to confidently manage your system
- Learn tips and tricks to optimize QuickBooks for your workflow and maximize efficiency.
Remote Fractional CFO Services
Bring decades of expertise to your business at a reasonable cost.
- Access customized financial guidance and strategic planning
- Make data-driven decisions for sustainable growth and profitability
- Create strategies based on facts with detailed financial forecasting
- Receive insights and recommendations that align with your long-term goals
Profit & Loss Analysis
Transform your numbers into actionable insights with in-depth profit and loss reviews
- Discover where your business is making and losing profit
- Receive strategic recommendations to improve profitability and efficiency
- Uncover hidden profit opportunities in your data
- Analyze your profit margins to ensure your business remains competitive and scalable
- Identify and eliminate unnecessary expenses to maximize profit
Exit Planning
At Prepare To Sell, our mission is to empower business owners to achieve the highest possible value when selling their most valuable asset—their business. We understand that selling a business is not just a transaction; it’s a pivotal moment in your entrepreneurial journey. That’s why our team of seasoned business experts is dedicated to guiding you every step of the way, ensuring a seamless and profitable exit.
