Bookkeeping
- Monthly bookkeeping and bank/credit card reconciliations
- Catch-up bookkeeping if you're months (or years) behind
- QuickBooks Online setup and cleanup (QuickBooks ProAdvisor)
- Payables, receivables and sales-tax tracking
Princeton · Mercer County, NJ
Bookkeeping, Accounting & Tax Preparation in Princeton, NJ
One team for your books and your taxes. Small businesses, self-employed professionals and households in Mercer County get clean monthly books, accurate returns and a clear quote before we start: a flat monthly fee or hourly, whichever suits you.
QuickBooks ProAdvisorACCA memberBig Four experienceFlat-fee or hourly pricing
Get a free quote
Tell us what you need. We reply within one to three business days.
Thank you.
We've received your request and will reply within one to three business days. Want to talk sooner? Pick a time on the calendar.
What we do
Bookkeeping, accounting and tax preparation under one roof
Most small businesses hire a bookkeeper and a tax preparer separately, then pay for the gaps between them. We handle both, so your books are ready when your return is due.
Accounting
- Month-end close with P&L, balance sheet and cash flow
- Accrual-basis books for lenders, investors and buyers
- Budgets, cash-flow forecasts and fractional CFO support
- Year-end adjustments handed straight to your tax return
Tax preparation
- Individual returns (1040), including self-employed and 1099 income
- Business returns for LLCs, S corps, partnerships and C corps
- New Jersey and multi-state returns
- Extensions, prior-year and late filings, IRS notice help
How it works
Three steps to books and taxes you don't have to think about
Free 30-minute call
We look at where you are today: your books, your last return and what's coming up.
A clear quote
You get the scope and price before any work starts: a flat monthly fee, a project fee, or hourly if you prefer.
We take it from there
Secure document upload, monthly books, and returns filed on time, with one person you can call.
Why MFA
Big Four training. Local, small-firm attention.
Senior teamexperienced accountants and tax professionals with 10+ years in accounting, audit and tax, including at Big Four firms
ProAdvisorQuickBooks Online setup, cleanup and support
Flexible pricingflat monthly, project or hourly, quoted upfront after a free consultation
Direct accessyou talk to your advisor, not a call center or a seasonal temp
Client reviews
5.0 stars, client after client
★★★★★
“Merchant Financial Advisory has been outstanding in providing fractional CFO and bookkeeping services… They are responsive, professional, and truly feel like an extension of your team.”
★★★★★
“He set up QuickBooks Online for my new LLC and made sure everything was organized in a way that makes sense for both day-to-day bookkeeping and year-end taxes…”
★★★★★
“He really does make the whole process insanely easy. His communication is super clear and quick, and he checks in to make sure he's actually building what you need.”
Book a call
Thirty minutes. Your numbers, our full attention.
Pick a time that works for you. It's free, it's on Google Meet, and you'll leave knowing what to fix first and what it will cost.
Calendar not loading? Open the booking page or email [email protected].
PrincetonWest WindsorPlainsboroLawrencevilleMontgomeryHopewellKingston
Common questions
Before you reach out
Where are you located?
We're based in Princeton, NJ and work with clients across Mercer County, including Princeton, West Windsor, Plainsboro, Lawrenceville, Montgomery, Hopewell and Kingston. Most work happens by video call, phone and secure document upload, so you don't need to take time off to drop off paperwork.
Who will work on my account?
A senior team of experienced accountants and tax professionals, led by founder Zain Merchant, a member of ACCA (the Association of Chartered Certified Accountants, UK) with Big Four audit and assurance experience. For engagements that require a licensed CPA, we partner with licensed CPAs. You get one point of contact who knows your file.
How much do you charge?
You choose how you pay. Ongoing bookkeeping and advisory are usually a flat monthly fee, so your cost is predictable. One-off projects like cleanups and catch-up work get a project quote, and we also work on hourly contracts if you prefer to pay as you go. Bookkeeping pricing depends mainly on how many transactions you have each month, the number of accounts, the complexity of your business, and whether your books are kept on a cash or accrual basis. Every engagement is quoted upfront after a free consultation.
I'm behind on my books or haven't filed. Can you help?
Yes. Catch-up bookkeeping and prior-year returns are a regular part of our work. We rebuild the records, reconcile every account and get your filings current.
Do you work with QuickBooks?
Yes. We're a QuickBooks ProAdvisor and handle QuickBooks Online setup, cleanup and ongoing bookkeeping. We can also work from spreadsheets and bank statements if you don't use accounting software yet.
What should I bring to the first call?
For bookkeeping, tell us roughly how many accounts your business has, including bank accounts, credit cards and loans (an estimate is fine). That tells us your approximate monthly transaction volume, which, together with complexity, is what drives bookkeeping pricing. If you know whether your books are on a cash or accrual basis, mention that too; if not, we'll work it out together. For tax returns, have last year's return handy if you can.
Let's get your books and taxes in order.
Free consultation. Clear quote. No obligation.