This page lists bookkeeping and accounting firms that serve home-service and trades businesses such as HVAC, plumbing, electrical, roofing, landscaping, and general contracting in Burlington, VT. Each entry summarizes the firm based on its own website, and notes when a firm serves the area remotely rather than from a local office.
Firms listed: 3.
My Vermont CPA #
Website: https://www.myvermontcpa.com
Phone: 802-878-9619
My Vermont CPA operates a certified public accounting practice serving the Burlington, Vermont area. On its website the firm presents itself under the name Associates in Accounting, PLC and describes itself as a CPA firm in Burlington, Vermont dedicated to providing accounting, tax, and consulting services to businesses and individuals in the Champlain Valley area and beyond. The firm lists its office address as 1035 Hinesburg Road, South Burlington, VT 05403, so while the practice markets itself to the Burlington area, its physical office is located in nearby South Burlington within the same metropolitan region.
The firm presents itself as a local practice that serves the tax and accounting needs of individuals and small businesses in the Burlington area. According to its website, it aims to strike a balance between small, local, attentive service and professional experience. For small and mid-sized businesses, the firm offers a range of services intended to increase productivity and reduce tax liabilities, including outsourced accounting and bookkeeping, business consulting, tax planning, and business tax preparation.
Bookkeeping and small business accounting feature prominently in the firm’s described offerings. The website states that its small business accounting services are designed to streamline operations, and that the firm provides complete bookkeeping outsourcing so owners can focus on day-to-day operations. The firm says it establishes and manages a processing workflow suited to a client’s business needs. It describes the services as scalable, allowing businesses to meet demand without hiring an in-house bookkeeper. Related offerings include cash flow management, which the firm calls a vital aspect of business and financial planning, financial statement preparation, and financial reviews and compilations.
On the tax side, the firm offers both annual tax return preparation and year-round tax minimization planning. It describes itself as dedicated to staying current with tax codes and changing regulations. The website also lists IRS tax problem resolution services, stating that the firm can work on a client’s behalf with the IRS to address back taxes, levies, liens, and wage garnishment. Additional services described include payroll processing, incorporation and new business advisory services such as entity selection and registration, and QuickBooks setup, cleanup, and staff training.
For individual clients, the firm provides wealth management, estate planning, and business valuation services, and it notes that it works as a Certified Valuation Analyst. It also offers individual tax preparation. The website expresses a view that taxes should not be considered only once a year and emphasizes year-round planning. A broader list of additional services on the site includes litigation support, business consulting, business valuation, debt restructuring, business loan assistance, mergers and acquisitions, succession planning, and estate planning.
The source material does not identify specific trades or home-service industries as a focus of the firm, so this listing does not attribute any particular contractor specialization to the practice. Its described services are general small business accounting, bookkeeping, payroll, tax, and advisory work suited to a range of small and mid-sized businesses in the area.
The website describes the firm’s accounting work as producing the precise financial data clients need to track expenses, manage cash flow, and capitalize on opportunities for growth, and it states that the firm aims to be easy to reach and willing to offer reliable advice when clients have critical financial questions. The firm also lists payroll, tax reduction planning, and business consulting among the areas it highlights for helping clients grow their bottom line.
The firm invites prospective clients to request a discovery call, which it states is offered to both individuals and businesses, or to call its office directly. It also provides a secure file sharing tool for sending documents and offers a newsletter with tips and tax due dates. For directory purposes, My Vermont CPA, operating as Associates in Accounting, PLC, is a local certified public accounting and bookkeeping firm with an office at 1035 Hinesburg Road in South Burlington that serves individuals and small businesses throughout the Burlington area and the Champlain Valley. Prospective clients can reach the office at 802-878-9619.
Reconciled #
Website: https://www.reconciled.com
Phone: 802.242.1352
Reconciled is a bookkeeping and accounting firm that was founded in Burlington, Vermont in 2015 by two small business consultants who, according to the firm, set out to meet growing demand for high-quality virtual bookkeeping and accounting services. While the firm traces its origins to Burlington, its website explains that Reconciled operates as a full-service virtual firm and provides its services entirely on a remote basis. Directory users should understand that the company works with clients across the country rather than from a conventional walk-in office serving only the local Burlington market.
The firm’s core work centers on bookkeeping and accounting. According to its website, bookkeeping services range from basic monthly reconciliations to paying bills and invoicing clients, and the firm positions itself as an extension of a client’s in-house team. Reconciled describes a bookkeeper’s role as tracking the revenue and expenses that flow in and out of a business, coding and categorizing those transactions, and reconciling accounts so that income, expenses, loans, bank accounts, and credit cards are accurately represented in financial reports such as the profit and loss statement and balance sheet. The firm notes that bookkeepers may also handle accounts receivable work, including invoicing and follow-up, as well as payroll and the payment of vendor, contractor, and utility bills.
Beyond bookkeeping, Reconciled lists advisory services, tax services, and human resources services. The advisory work is described as deep financial analysis and high-level reviews, with engagements that can range from fractional support to full CFO involvement. The tax work focuses on helping clients understand their taxes and identify business deductions. The HR services are presented as a customized alternative or supplement to an in-house HR team.
On pricing, the firm’s website states that basic bookkeeping for a single entity starts around 300 to 500 dollars per month, while most clients engage the firm in full-service work averaging from 1,000 to 2,000 dollars per month. Reconciled says it also has programs for smaller businesses and uses a flat-rate pricing model so that clients do not see increases in accounting expenses during busier months.
Reconciled describes its model as cloud-based and emphasizes that it provides services 100 percent remotely. The firm uses cloud accounting technology and tools, can digitize most paper processes, and provides clients with a receipt-capture smartphone application and secure portals for digital communication and document retention. Its website notes a remote work culture it calls a Video-On philosophy, which uses video conferences and shared online workspaces to maintain regular contact with clients. The firm states that it will, in certain circumstances, provide advisory or enterprise support on site, but its standard delivery is remote. Reconciled also identifies itself as a partner of Xero, Intuit QuickBooks, and Sage Intacct.
The firm reports serving a wide range of industries. Among those it lists are professional services, IT and software consulting, marketing and media, staffing and training, technology and eCommerce companies, retail and manufacturing, restaurants and bars, food and beverage, health and wellness, real estate, medical practices, and agricultural businesses. Relevant to trades and home service work, the firm specifically lists Construction and Landscaping as well as software and product installers and solar businesses among the industries it serves, indicating familiarity with contractor and field-based operations.
Reconciled’s leadership team, as presented on its website, includes Founder and Chief Executive Officer Michael Ly, who launched the firm in 2015 after working as a financial consultant for small businesses in Vermont, and President Chandler Yelton. The team also includes a Director of Accounting Services, a Director of Human Resources, a Director of Tax who is a Certified Public Accountant, and a Controller. The website notes that team members work remotely from locations across the United States.
The firm lists several recognitions on its site, including Intuit QuickBooks Firm of the Future, a Best Accounting Firms to Work For listing, and a Vermont Minority-Owned Small Business of the Year award. For directory purposes, Reconciled is best understood as a Vermont-founded firm delivering remote bookkeeping, accounting, advisory, tax, and HR services to clients nationwide, including businesses in the construction and landscaping sectors.
Wisehart Wimette & Associates #
Website: https://www.wwa-cpa.com
Phone: 802-879-1055
Wisehart, Wimette & Associates is a certified public accounting firm that serves clients in the Burlington, Vermont area. According to its website, the firm’s office is located at 159 River Road in Essex Junction, Vermont, a community near Burlington, and its stated office hours are Monday through Friday from 8 a.m. to 5 p.m. The firm describes itself as an Essex Junction accounting practice that works closely with clients in Burlington and throughout Vermont, so while it provides services to the Burlington market, its home office is in nearby Essex Junction.
The firm’s website states that it offers professional accounting services to businesses in Burlington, Winooski, Colchester, Essex Junction, Essex, Williston, and surrounding Vermont communities. It also notes that the firm serves clients throughout Vermont and New England and that the first consultation is always free. The practice is organized around three client categories: personal, business, and nonprofit.
For businesses and corporations, the firm offers a range of services that includes bookkeeper and controller services, small business consulting, tax preparation, attestation services, tax examination assistance, business valuations, payroll services, and employee benefit plan audits. The website describes its bookkeeping and controller services as allowing business owners to focus their time and energy on growing and managing their business, while relieving them of the burden and inefficiencies that can come with limited accounting staff. The firm states that it understands timely and reliable financial information is critical to managing all aspects of a business and that its trained professionals aim to provide quality services in a cost-effective manner. For business clients more broadly, the firm describes assisting with complex financial decisions, implementing new processes, planning and consulting, small business valuations, mergers and acquisitions, tax preparation, and audits.
For individuals and families, the firm provides tax preparation, IRS audit representation, estate planning, personal financial statements, and personal consulting. The website frames working with a CPA as a way to be proactive with household finances, noting that the firm aims not only to address deductions on a tax return but also to help clients make forward-looking financial decisions.
For nonprofit organizations, the firm offers tax planning and preparation, audits of nonprofits, employee benefit plan audits, and nonprofit consulting. The website notes that 501(c) nonprofit organizations have unique accounting and tax needs and states that the firm works with Vermont nonprofits to navigate complex tax codes and reporting requirements.
The firm is led by two named certified public accountants, Kirk Wisehart, CPA, and Todd Wimette, CPA. Its stated mission, as quoted on the website, is to offer professional tax, accounting, and auditing services throughout Vermont and New England, with an emphasis on relationships and on providing professional services with the due diligence the industry requires. The website states that the firm is about more than just numbers and that it focuses on relationships, encouraging prospective clients to reach out with questions about their taxes and important financial decisions. The firm also maintains a secure client portal for working with clients and references a peer review of its practice, and it provides a get-directions option for those visiting its Essex Junction office.
The source material does not single out specific trades or home-service industries such as HVAC, plumbing, or roofing as a focus of the firm, so this listing does not attribute any particular contractor specialization to the practice. Its described work centers on general accounting, bookkeeping, controller services, payroll, tax preparation, attestation, business valuation, and consulting for personal, business, and nonprofit clients across the region. The firm’s website lists a Vermont registration number of 092.0000684.
For directory purposes, Wisehart, Wimette & Associates is a certified public accounting firm based in Essex Junction that serves businesses, individuals, families, and nonprofits in Burlington and the surrounding Vermont communities. Prospective clients can reach the firm at 802-879-1055.