DolphInvest Financial

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.

HARD MONEY LENDER HARD MONEY LENDER

Get accurate, stress‑free books without hiring in‑house staff.

When you hire DolphInvest Financial as your small‑business bookkeeper, you get reconciled accounts, clean financial reports, and proactive support tailored to your LLC or sole proprietor — so you can focus on growing your business while the numbers are always right.

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!

Free Consultation

“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

“Five stars—highly recommended for any small business looking for reliable, expert bookkeeping support.”

  • Don – The Don’s BBQ

Watch, Read, Listen

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…

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Testimonials

“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 has kept our books accurate, timely, and easy to understand. Monthly reconciliations, P&L statements, and…

sdifelice's avatar by sdifelice

  • 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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