About Us

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Boca Bookeeping

Our mission is to develop and provide accounting solutions that enable our customers to operate and manage their business for financial security, stability, and success.  We accomplish this by:

  • Maintaining skills and knowledge of accounting systems to meet the needs of small and mid-size business including certification as your Boca Raton Certified QuickBooks ProAdvisor or your Xero Certified Advisor.

  • Implementing accounting systems that provide accurate and secure information.

  • Utilizing proper use of financial tools, 3rd party apps and reporting to enhance your results.

  • Developing business plans to improve our clients financial security

  • Integrate CRM solutions such as Method CRM to leverage your accounting sollution.

George Williams

President

George manages a team who assist in the operations of the business and handle select clients. The team includes Boca Raton Certified QuickBooks ProAdvisors, Xero Certified Advisors,  and Certified QuickBooks Enterprise Solutions ProAdvisors.  Boca Bookkeeping is committed to operating with honesty, integrity, and quality at every level.

"George implemented QuickBooks ES for our high volume/growth services business, integrating CRM (Salesforce) and Merchant accounts with 3rd party applications. His understanding of business, bookkeeping, and systems is rare to find. He is a highly valued resource. An excellent part of the team. "

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Boca Bookkeeping has extensive experience with bookkeeping, QuickBooks, Xero, financial and accounting management, Customer Relationship Management (CRM), Cloud Based computing solutions, and serves as a financial advisor for select small and midsize businesses.

The Boca Bookkeeping staff has served companies in multiple industries including Contracting, Roofing, HVAC, Manufacturing, Dental, Medical offices, Medical supplies, instruments, plumbing, pumps, electrical, Web based services, and distribution.

Recent engagements include:

  • Provided QuickBooks Enterprise training and QuickBooks Enterprise Solutions tuneup to reconcile open account issues for a contracting company.

  • Provided Bookkeeping and payroll services for manufacturing company with reporting services to keep management aware of financial position.

  • Provided support to clean up a system migration that did not get completed properly into QuickBooks Enterprise Solutions software.

  • Provided system implementation, setup, training, and data migration support from industry specific Enterprise system to QuickBooks Enterprise.

  • Implemented 3rd party application to synchronize CRM system (Salesforce.com) with QuickBooks.

  • Implemented Merchant Services software to integrate with CRM system and QuickBooks.

  • Evaluated, selected, and implemented the appropriate version of QuickBooks to meet contracting company needs.

  • Provided 3rd party application testing and verification to insure the system is performing up to expectation.

  • Implemented QuickBooks with industry specific manufacturing application for a medical device manufacturer.

  • Implemented scoreboards for Manufacturer and distributor of construction related products. These scoreboards enable crisp focus on priority issues such as Inventory, Gross Margin, and key performance ratios required by the investors.

  • Provided bookkeeping services for a multitude of companies in service, job costing, manufacturing, and distribution.

  • Created the bank package for a manufacturer resulting in a Line of Credit of $2.5 million to expand product lines.

Having vast experience as bookkeepers, accountants, CFO, and Boca Raton QuickBooks ProAdvisor enables Boca Bookkeeping to provide you with the best support to help your business succeed.

Ready to get started? Schedule a consultation