Helped over 60+ businesses
Bookkeeping for small businesses that want accurate, organized finances
I help business owners organize their finances so they can improve cash flow, increase profitability, and move through tax season with far less stress. You work directly with me, and I focus on keeping your books in order, solving problems early, and giving you the clarity you need to make better decisions.
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An independent bookkeeper you work with directly
I started Pulito Books to help business owners understand and manage their finances with more confidence. I take time to learn your needs and goals, review your current systems, and suggest practical solutions that fit the way you work. My goal is to create stability, give you financial insight, and free up your time so you can focus on growing your business.
35%
Approximate cost reduction within 3 to 6 months
~65%
Administrative workload reduced
~20
Hours saved for clients monthly
Core bookkeeping and financial management services
Managing books can take up time and attention. I help make the process clearer, calmer, and more organized.
01Bookkeeping
Recording, classifying and maintaining a business's daily financial transactions.
02Bank and Credit Card Reconciliations
The process of matching a company's internal financial records against its bank and credit card statements to ensure they align. This routine helps identify outstanding checks, deposits in transit, bank errors, fraud and ensures accurate cash flow reporting.
03Payroll Processing
Setting up personnel data in a payroll platform, entering time, tracking benefits and processing payroll.
04Sales Tax Filing
The process of tracking collected sales tax and making required payments on time to state authorities.
05Accounts Payable
Recording, tracking & paying supplier or vendor bills for goods and services purchased with payment usually due in 30-60 days.
06Accounts Receivable
Outstanding invoices that customers owe a business for goods or services received which are to be paid at a future date.
07Financial Reporting
Generation and analysis of the income statement, balance sheet and cashflow report. These statements show profitability and financial health, enabling informed decision-making.
081099-NEC Filing
An IRS tax document businesses use to report payments of $600 or more to independent contractors, freelancers, or vendors.
09Bookkeeping Clean-ups
The process of fixing, organizing, and reconciling messy or inaccurate financial records to bring them up to date. It involves reviewing past transactions, reclassifying miscategorized expenses, reconciling bank accounts, and ensuring the Balance Sheet and P&L accurately reflect the current state of the business.
10Bookkeeping Setup
Using a bookkeeping platform like Quickbooks Online or Xero, a system is created to record income, expenses, assets, liabilities and equity. The process involves creating a customized chart of accounts, product and services lists, a vendor/customer database, a custom invoice design and syncing bank and credit card accounts.
11Document Management
12Year End Closing of Financial Statements
"I have worked closely with Bernadette over many years. She is professional, personable, and highly knowledgeable about all aspects of business. She's my first recommendation to anyone who needs help managing their books."
- Jackie Blue
Simple, secure, and built around your business
I am a virtual bookkeeper based in NY. I use TaxDome, a secure cloud-based practice management platform specific to accounting and bookkeeping firms. Client communications, billing and document storage are all maintained within each client’s private portal. All activities can be performed using the mobile app in addition to browser access.
Assessment
I assess the current state of your books through a virtual meeting.
Proposal
I propose solutions & prepare a proposal of services.
Work Begins
Upon acceptance of the proposal, I begin implementing the improvements.
Training
Once the enhancements are complete, a review and training session is scheduled.
Monitoring
Weekly chats and calls help maintain open communication and
accountability
You work directly with the person doing the work
Bernadette Redmond
I began my professional career as a landscape architect, then moved into bookkeeping through real life changes and new opportunities. My background includes working with accounting professionals in the IT and construction industries. Early on, I ran a small U.S. branch of a growing IT company, working with a CFO in Australia and a Controller in the UK, which gave me a strong international foundation.Later, I worked with an exclusive construction contractor that built housing and entertainment communities for high end clients. There I managed masonry and wood siding divisions and continued learning from the CFO and Controller. In 2021, I started Pulito Books on my own. Today, I work with service professionals, construction businesses, and retail businesses that want organized books and a more reliable financial process.
"I have used Pulito Books for a few years and it is consistently very professional. They are always responsive and take care of you very well."
- Helaine Smith
"Excellent job with my books each year. Professional, timely, responsive, organized and a problem solver. She has managed to save me 1,000’s each year!"
- Dental Staffing
Common questions, and answers
Key details about working together. If something is unclear, book a free call and we can talk it through.
Do you work virtually?
+
Yes. I am a virtual bookkeeper based in New York, and I use a secure client portal for communication and document sharing.
What services do you offer?
+
I handle bookkeeping, reconciliations, payroll, sales tax filing, accounts payable and receivable, reporting, 1099s, cleanups, and bookkeeping setup.
How do we get started?
+
We begin with a virtual meeting to review your current books, discuss your needs, and determine the best next steps.
What happens after the system is delivered?
+
I make sure you understand how everything works and feel confident using it. If adjustments are needed later, I’m available to refine or expand the system as your workflow evolves.
Helped over 60+ clients
Get clarity on your books
If you are ready for more organized finances, a calmer tax season, and support you can actually rely on, reach out to start the conversation.
Get In Touch
If something is unclear or you are not sure a call makes sense yet, send a message via the form or the contact details below, and I will reply with a straightforward answer.
Address
720 Vassar Road, Poughkeepsie NY 12603
Phone
Privacy Policy
At Pulito Books, we are committed to protecting the privacy and confidentiality of our clients' personal and financial information. This Privacy Policy outlines how we collect, use, and safeguard the data you provide to us through our website and our bookkeeping services. By using our website or engaging our services, you consent to the practices described in this policy.
Information Collection and Use
We collect personal information, such as your name, email address, and phone number, only when voluntarily provided by you. This information is used solely to communicate with you, respond to your inquiries, and provide the requested bookkeeping services. We do not sell, rent, or share your personal information with third parties for marketing purposes.
Data Security
We take the security of your personal information seriously. We implement industry-standard security measures to protect your data from unauthorized access, loss, misuse, or alteration. Our systems are regularly updated and monitored to ensure the safety and integrity of your information. However, please note that no data transmission over the internet or electronic storage method is 100% secure, and we cannot guarantee absolute security.
Information Retention
We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, or as required by law. When we no longer need your information, we will securely dispose of it in accordance with applicable regulations.
Cookies and Tracking Technologies
Our website may use cookies and similar tracking technologies to enhance your browsing experience. Cookies are small files stored on your device that enable certain functionalities and help us analyze website traffic. You can modify your browser settings to refuse cookies, although this may limit some features of our website.
Third-Party Links
Our website may contain links to third-party websites or services. Please note that we are not responsible for the privacy practices or content of such external sites. We encourage you to review the privacy policies of those websites before providing any personal information.
Changes to the Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any significant changes by posting the revised policy on our website. We encourage you to review this page periodically to stay informed about our privacy practices.
Contact Us
If you have any questions or concerns regarding this Privacy Policy or the handling of your personal information, please contact us. We will be happy to assist you.
Terms of Use
1. Introduction
By accessing or using this website, you agree to comply with and be bound by these Terms of Use. These terms constitute a legally binding agreement between you and Liam Morgan. If you do not agree to these terms, you must discontinue using this website immediately.
2. Website use
You are granted a limited, non-exclusive, revocable license to access and use this website for informational purposes only. By using this website, you agree to refrain from using the website in any unlawful manner or in violation of any applicable laws or regulations, engaging in any conduct that disrupts or inhibits the website's functionality or security, attempting to gain unauthorized access to any portion of the website, other systems, or networks connected to the website.
3. Intellectual property
All content on this website, including but not limited to text, graphics, images, logos, audio clips, and design elements, is the property of Liam Morgan or its content suppliers and is protected by copyright, trademark, and other intellectual property laws. You may not copy, modify, reproduce, distribute, republish, download, or create derivative works from any website content without prior written consent from Alex Morgan. Any unauthorized use of intellectual property may result in civil or criminal penalties.
4. Disclaimer of warranties
The website and its content are provided on an "as is" and "as available" basis. Liam Morgan makes no representations or warranties of any kind, express or implied, including but not limited to the accuracy, completeness, reliability, or availability of the website or its content, the absence of viruses or other harmful components, or any implied warranties of merchantability, fitness for a particular purpose, or non-infringement. Your use of the website is at your own risk. We do not guarantee that the website will be uninterrupted or error-free.
5. Limitation of liability
To the maximum extent permitted by law, Liam Morgan and our affiliates, officers, employees, or agents shall not be liable for any direct, indirect, incidental, special, consequential, or punitive damages arising from or related to your use or inability to use the website, errors, omissions, or inaccuracies in the website content, any unauthorized access to or use of our servers and any personal information stored therein, or any bugs, viruses, or harmful components transmitted through the website. This limitation applies even if we have been advised of the possibility of such damages.
6. Third-party links
This website may contain links to third-party websites or services that are not owned or controlled by us. We do not endorse or assume any responsibility for the content, privacy practices, or terms of these third-party sites. Accessing third-party links is at your own risk. We recommend reviewing the terms and privacy policies of any third-party websites you visit.
7. Privacy policy
Your use of this website is also governed by our Privacy Policy, which explains how we collect, use, and protect your information.
8. User conduct
Users are responsible for ensuring that any content they submit or communicate through this website does not violate any applicable laws or regulations, infringe upon the rights of any third party, including intellectual property rights, or contain any harmful, obscene, defamatory, or illegal material. We reserve the right to monitor, remove, or refuse any content that violates these terms or is otherwise deemed inappropriate.
9. Modification of terms
We reserve the right to update, modify, or replace any part of these Terms of Service at our discretion. Any changes will be posted on this page with an updated revision date. It is your responsibility to review these terms periodically for updates. Continued use of the website following any changes constitutes acceptance of those changes.
10. Governing law and jurisdiction
These terms are governed by and construed in accordance with the laws of Greece, without regard to its conflict of law principles. Any disputes arising under these terms shall be resolved exclusively in the courts located in Greece.
11. Indemnification
You agree to indemnify, defend, and hold harmless Liam Morgan, our affiliates, officers, employees, agents, licensors, and service providers from and against any claims, liabilities, damages, judgments, awards, losses, costs, expenses, or fees (including reasonable attorneys' fees) arising from your violation of these terms or your use of the website.
11. Contact
If you have any questions or concerns about these Terms of Service, please contact us through the website form.
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