Bookkeeping Made Simple for Small Business Success.

Focus on Business Growth; Leave the Books to Us.


Account Reconciliation Services

We balance your checkbooks and reconcile bank/credit card statements monthly to ensure every transaction matches your records. Catch errors early, avoid surprises during tax time, and maintain accurate financials you can trust.

Accounts Payable & Receivable Management

We handle your AP to pay bills on time and avoid late fees, while managing AR to track invoices, send reminders, and improve cash flow. Stay organized and vendor relationships strong without the hassle.

Profit & Loss and Balance Sheet Reports

We prepare clean P&L statements to track profitability and generate accurate balance sheets to monitor your financial health. Gain clear insights into revenue, expenses, and equity—ready for taxes, loans, or strategic decisions.


Reconstructive Bookkeeping is Our Specialty

Reconstructive bookkeeping is the process of rebuilding inaccurate, incomplete, or neglected financial records so they clearly reflect how money actually moved through a business. This kind of cleanup gives owners reliable numbers for decisions, lending, and tax filings, instead of guessing from messy reports. By reconstructing past periods and fully reconciling accounts, you also reduce the risk of tax errors, penalties, and painful audits because every figure is supported by organized documentation.

DolphInvest specializes in reconstructive bookkeeping for small businesses, real estate, and construction—situations where records are often complex, multi‑year, and intertwined with trusts, loans, and property deals. Partnering with a firm that focuses on this work means you get expert attention on untangling old transactions, aligning them with tax treatment, and delivering clean, CPA‑ready books that stand up under scrutiny and actually help you run the business.

Ready to Simplify Your Bookkeeping?

Schedule your free 30-minute consultation today and discover how professional bookkeeping can save you time and stress.

  • Get personalized advice for your small business or LLC
  • Review your current books and identify quick wins
  • Receive a custom quote with no obligation

[Book Your Free Consultation Now]
Limited spots available – secure yours today!


“DolphInvest Financial Bookkeeping has been an outstanding partner for Leominster Realty Trust. Their team quickly learned the nuances of our trust accounting and real estate activity, and has kept our books accurate, timely, and easy to understand. Monthly reconciliations, P&L statements, and balance sheets are consistently delivered on schedule, which has made reviews with our CPA much smoother.”

  • Lisa Belli – Trustee

“Thanks to DolphInvest Financial Bookkeeping, we have complete confidence in our numbers and can focus on managing our properties instead of worrying about the back office. “

  • Linda Wigren – Di-Bell Realty Trust
  • Don – The Don’s BBQ

Watch, Read, Listen

Keep the auditors happy

Reconstructive bookkeeping gives the tax auditor something critical: a clear, supportable trail from the tax return back to real‑world transactions and third‑party documents.​ Strong, traceable support for return numbers Faster, smoother audit process Reduced adjustments, penalties, and interest Better defense of complex areas

It’s THAT time of year again! Are you ready??

Reconstructive bookkeeping is the process of rebuilding months or years of missing, messy, or incorrect books so they accurately reflect what really happened in the business. During tax season, having this work done can be the difference between a clean filing and an expensive, stressful scramble.​ What reconstructive bookkeeping involves Why it matters so much…

5 Top Reasons for Reconstructive Bookkeeping

Reconstructive bookkeeping becomes necessary when financial records are incomplete, inaccurate, lost, or unreliable, preventing reliable reporting, compliance, or decision-making. Natural disasters, fires, floods, cyberattacks, or system failures that wipe out digital backups trigger reconstruction to recover ledgers from secondary sources like bank statements. Tax audits, IRS examinations, GAAP alignment, or regulatory reviews demand verifiable books…

  • Reconstructive bookkeeping gives the tax auditor something critical: a clear, supportable trail from the tax return back to real‑world transactions and third‑party documents.​ Strong, traceable support for return numbers Faster, smoother audit process Reduced adjustments, penalties, and interest Better defense…

  • Reconstructive bookkeeping is the process of rebuilding months or years of missing, messy, or incorrect books so they accurately reflect what really happened in the business. During tax season, having this work done can be the difference between a clean…

  • Reconstructive bookkeeping becomes necessary when financial records are incomplete, inaccurate, lost, or unreliable, preventing reliable reporting, compliance, or decision-making. Natural disasters, fires, floods, cyberattacks, or system failures that wipe out digital backups trigger reconstruction to recover ledgers from secondary sources…

  • “Five stars—highly recommended for any small business looking for reliable, expert bookkeeping support.” “DolphInvest Financial Bookkeeping has been an outstanding partner for Leominster Realty Trust. Their team quickly learned the nuances of our trust accounting and real estate activity, and…

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