Top 3 Bookkeepers in Boston, MA

Quick Comparison

Firm	Credentials	Focus
<a href="https://www.one8solutions.com/">One 8 Solutions</a>	Founder Jonathan Bello is a Top 100 ProAdvisor for eight years per Insightful Accountant, with the firm running as a QuickBooks ProAdvisor practice since 2001 in West Newton.	Client accounting services, monthly bookkeeping, QuickBooks setup and training, payroll, and exit or succession planning for owner-managed small to mid-sized businesses.
<a href="https://navitance.com/">Navitance</a>	Founded in 2002 by Laura Glennon, a Certified QuickBooks ProAdvisor, with an Andover headquarters plus a Boston office on Atlantic Avenue.	Bookkeeping, payroll, accounting, and part-time CFO work, with a published focus on nonprofits and startup-stage companies across Massachusetts.
<a href="https://savvyfinancialedge.com/">Savvy Financial Solutions</a>	Principal Dawn Gilliland is a Certified QuickBooks ProAdvisor with over a decade of bookkeeping experience; the company is the current name of Affordable Bookkeeping Services.	QuickBooks setup, cleanup, training, monthly bookkeeping, reporting, and migration from Desktop to Online for small businesses across the North Shore and Greater Boston.

1. One 8 Solutions

• Address: 72 Tolman Street, West Newton, MA 02465
• Phone: (617) 332-8522
• Founder / Owner: Jonathan Bello (Founder, CEO, and Principal Accountant)
• Operating Since: 2001 (25 years)
• Credentials: Certified QuickBooks ProAdvisor practice; founder named to Insightful Accountant’s Top 100 ProAdvisors list for eight consecutive years including 2025, plus the Top 10 categorical award in 2023 and Woodard’s Top 50 CAS Practices award in 2023
• Service area: Greater Boston home base in West Newton with a national remote team supporting clients across the United States
• Industries served: Owner-managed small and mid-sized businesses, professional services, and family-run companies, with QuickBooks-centered engagements rather than industry-specific niches
• Website: one8solutions.com

West Newton Client Accounting Practice

One 8 Solutions runs from a 72 Tolman Street office in the West Newton 02465 zip and works with owner-managed companies across Greater Boston. Jonathan Bello started the shop in 2001 as an outsourced IT shop, shifted the focus to accounting and bookkeeping in 2012, and rebuilt the practice as a Client Accounting Services firm with QuickBooks as the core platform. The 25-year window sits well past the five-year minimum used in this directory, and the practice stays under single-founder control.

Top 100 ProAdvisor Recognition

Jonathan Bello has been named to Insightful Accountant’s Top 100 ProAdvisors list eight times, including the 2025 cohort, and received the publication’s Top 10 categorical award in 2023 alongside Woodard’s Top 50 CAS (Client Accounting Services) Practices award the same year. That recognition pattern signals a firm that invests in QuickBooks Online certification cycles year over year rather than treating the credential as a one-time check.

Accounting Plus IT Heritage

Because the practice began as an outsourced IT service company before pivoting to bookkeeping, the team handles QuickBooks Online setup, conversion, and app integrations from a technical setup standpoint as well as a books standpoint. Owners who want a single shop for QuickBooks file health, app stack decisions, and monthly close work can pair those workstreams under one engagement instead of splitting them across a separate IT vendor and bookkeeper.

Exit and Succession Planning Track

The firm publishes exit and succession planning as a stand-alone service line alongside monthly bookkeeping, QuickBooks training, and payroll. Owner-managed businesses approaching a sale or transfer can use the same firm that keeps the monthly books to prepare clean financials for a buyer or successor, which reduces the handoff cost that owners typically pay when a fresh CPA enters the deal late.

2. Navitance

• Address: 23 Main Street, Andover, MA 01810 (headquarters); 745 Atlantic Avenue, 8th Floor, Boston, MA 02111 (Boston office)
• Phone: (978) 809-3282
• Founder / Owner: Laura Glennon (Founder and former President; Scott Berkley is current President)
• Operating Since: 2002 (24 years)
• Credentials: Founder is a Certified QuickBooks ProAdvisor with prior experience as a Bank Examiner for the U.S. Treasury and Senior Credit Analyst at BayBank; the firm is a published QuickBooks-centered bookkeeping and part-time CFO practice
• Service area: Boston and Greater Boston, with a satellite Andover headquarters and remote work across Massachusetts and New England
• Industries served: Nonprofits, startup-stage companies, and small to mid-sized businesses, with a published nonprofit bookkeeping specialty
• Website: navitance.com

Andover Headquarters and Boston Office

Navitance opened in 2002 and runs from a 23 Main Street headquarters in Andover plus a Boston office at 745 Atlantic Avenue on the 8th floor near South Station. Laura Glennon founded the company and led it as President before handing day-to-day work to Scott Berkley, who holds the Certified QuickBooks ProAdvisor designation. The 24-year window covers a full economic cycle, which suits clients who want a firm with track record across recessions and recoveries.

Nonprofit Bookkeeping Specialty

Nonprofits sit as a named service track on the shop site, with published content on nonprofit-specific topics such as audit preparation, internal controls, and KPI design. That focus matters in the Boston market because the city has one of the highest densities of registered nonprofits in the country, and books prepared with restricted-fund tracking and grant-reporting needs in mind reduce the rework that nonprofit boards typically face at audit time.

Part-Time CFO Pairing

Beyond monthly bookkeeping and payroll, the practice offers interim and part-time CFO work for owners who need financial strategy support but cannot justify a full-time hire. Founder Laura Glennon’s earlier experience as a Bank Examiner for the Department of Treasury and Senior Credit Analyst at BayBank shows up in the firm’s published service mix, which pairs day-to-day books with strategic finance work under one roof.

Startup-Stage Engagement Model

Startup-stage companies appear alongside nonprofits as a named focus on the company site. That track suits founders who need clean books for Series A or Series B investor diligence but who do not yet have an in-house finance team. The same staff who maintain monthly QuickBooks files can prepare data-room financials, which keeps the audit trail consistent during a fundraise.

3. Savvy Financial Solutions

• Address: 3 Besson Street, Suite 248, Marblehead, MA 01945
• Phone: (857) 256-1087
• Founder / Owner: Dawn (Klapper) Gilliland (Principal)
• Operating Since: Over a decade of bookkeeping experience for the principal; the shop is the current name of Affordable Bookkeeping Services
• Credentials: Certified QuickBooks ProAdvisor listed in the Intuit Find-a-ProAdvisor directory under Marblehead, MA; principal holds a Northeastern University bachelor’s degree plus a Salem State University accounting certificate
• Service area: North Shore of Massachusetts and Greater Boston, with virtual support for clients across the United States
• Industries served: Small businesses across general sectors, with QuickBooks setup, cleanup, training, and ongoing maintenance as the core line
• Website: savvyfinancialedge.com

Marblehead North Shore Practice

Savvy Financial Solutions runs from a 3 Besson Street office in Marblehead and supports small businesses across the North Shore and Greater Boston. The firm is the current name of Affordable Bookkeeping Services (ABS), which Principal Dawn Gilliland built into a QuickBooks-centered shop after she previously owned and ran In Touch, a high-end gift shop on Newbury Street in Boston. The pivot from retail ownership to bookkeeping gives Gilliland a small-business owner’s first-hand view of the books her clients now hand off to her.

QuickBooks Setup, Cleanup, and Training

The firm publishes QuickBooks setup, cleanup, training, reporting, and Desktop-to-Online migration as the four core service lines, alongside ongoing monthly maintenance. That mix suits owners who either need to start a fresh QuickBooks file the right way or who inherited a messy file from a prior bookkeeper and want a clean reset before monthly work begins. The Intuit ProAdvisor directory lists Dawn Gilliland under Marblehead, MA, which matches the practice’s own contact page.

Principal-Led Engagement Model

Engagements stay under principal-led oversight rather than rotating between junior staff, which matters for small-business owners who want one consistent point of contact across monthly close, QuickBooks questions, and year-end tax prep handoffs. Gilliland’s Northeastern University bachelor’s degree plus Salem State University accounting certificate sits alongside the QuickBooks ProAdvisor credential on the firm’s About page.

Virtual Plus North Shore Coverage

The firm supports clients virtually across the United States while keeping its Marblehead office for North Shore and Greater Boston clients who want occasional in-person work. That setup matters for clients in Salem, Beverly, Swampscott, and the inner Boston neighborhoods who want a regional QuickBooks expert without the rates of a downtown Financial District firm.

Reference Notes

• One 8 Solutions address (72 Tolman Street, West Newton, MA 02465) and phone (617) 332-8522 verified across the company’s own site at one8solutions.com, the Yelp business profile, the Yellow Pages listing, and the Chamber of Commerce directory record. The 2001 founding date and Jonathan Bello’s founder, CEO, and Principal Accountant titles sourced from the shop’s own team page. Top 100 ProAdvisors recognition for eight consecutive years including 2025, plus the 2023 Top 10 categorical award and Woodard’s Top 50 CAS Practices award, sourced from the practice’s published news posts and from Insightful Accountant’s spotlight coverage.
• Navitance Andover headquarters (23 Main Street, Andover, MA 01810) and phone (978) 809-3282 verified across the firm’s contact page at navitance.com, a Bipper Media directory profile, and the ZoomInfo company record. The Boston office at 745 Atlantic Avenue, 8th Floor is sourced from the company’s contact page. The 2002 founding date and Laura Glennon’s founder role sourced from her LinkedIn profile, the Navitance about page, and a ZoomInfo profile. Scott Berkley’s current President role and Certified QuickBooks ProAdvisor designation sourced from the shop’s QuickBooks bookkeeping services page.
• Savvy Financial Solutions address (3 Besson Street, Suite 248, Marblehead, MA 01945) and phone (857) 256-1087 verified across the practice’s contact page at savvyfinancialedge.com, the firm’s Facebook business page, and a Cience company record. Principal Dawn (Klapper) Gilliland’s role, ProAdvisor credential, Northeastern University degree, Salem State University accounting certificate, and prior In Touch gift shop ownership on Newbury Street sourced from the team page at qbbookservices.com (the prior Affordable Bookkeeping Services domain). The Intuit Find-a-ProAdvisor directory lists Dawn Gilliland under Marblehead, MA.
• All three firms appear as independent, founder-led practices and not as franchised or rolled-up brands such as Bench, Pilot, QuickBooks Live, BELAY, Bookkeeper360, Bookminders, Supporting Strategies, Bookkeeper.com, or 1-800Accountant.

Selection Methodology

This list applies four filters to the Boston market. First, the company has to be independent, family owned, or founder led rather than part of a national rollup or franchise brand. Second, the shop must show active QuickBooks credentials or a QuickBooks-centered practice, with that focus visible on its own site or on a third-party directory such as the Intuit Find-a-ProAdvisor index. Third, the practice has to have been in business for at least five years, with priority given to firms past the ten-year mark. Fourth, the firm has to position itself as a bookkeeping practice rather than a pure CPA tax-prep shop. Public address and phone data also had to match across at least two independent sources, including the company’s own site plus a Better Business Bureau record, a Yelp business profile, or another third-party directory. National rollup brands such as Bench, Pilot, QuickBooks Live, BELAY, Bookkeeper360, Bookminders, Supporting Strategies, Bookkeeper.com, and 1-800Accountant were excluded by design, since this directory targets locally owned shops in Greater Boston.

Frequently Asked Questions

Do these firms serve clients inside Boston proper?

Yes. Navitance keeps a Boston office at 745 Atlantic Avenue near South Station alongside its Andover headquarters, which puts a physical presence inside the City of Boston for clients who want in-person meetings. One 8 Solutions runs from a West Newton office about ten miles west of downtown Boston and supports clients across Greater Boston plus a remote national base. Savvy Financial Solutions runs from a Marblehead office on the North Shore and supports inner Boston neighborhoods virtually plus across the United States.

Are these firms CPA practices or bookkeeping practices?

All three position themselves as bookkeeping and accounting service firms rather than as CPA audit shops. One 8 Solutions runs as a Client Accounting Services firm centered on QuickBooks. Navitance pairs bookkeeping with payroll and part-time CFO work, including for nonprofits and startups. Savvy Financial Solutions focuses on QuickBooks setup, cleanup, training, and monthly bookkeeping for small businesses. Clients who need formal CPA audit or attest work would still need to retain a licensed CPA firm separately.

Do Boston bookkeeping firms typically offer remote service?

Yes. One 8 Solutions runs a national remote team alongside its West Newton office, which suits owners who travel or operate across multiple states. Navitance supports clients across Massachusetts and New England from its Andover headquarters and Boston office, with cloud-based QuickBooks files. Savvy Financial Solutions supports clients virtually across the United States while keeping its Marblehead office for North Shore and Greater Boston in-person work, so owners can pick mostly in-person, mostly remote, or a hybrid mix.

How long have these firms been operating?

One 8 Solutions has been a QuickBooks ProAdvisor practice since 2001, which puts the shop at 25 years of operating history. Navitance was founded in 2002, which puts the practice at 24 years. Savvy Financial Solutions, the current name of Affordable Bookkeeping Services, is led by a principal with over a decade of bookkeeping experience and an active Intuit ProAdvisor directory listing under Marblehead. Each firm sits well past the five-year minimum tenure threshold this directory applies, and each has stayed under founder-led or principal-led control across its full window.

Editorial Note

This post was prepared on 2026-05-11 using publicly available web sources, including each firm’s own website, third-party business directories such as Yelp, the Better Business Bureau, Chamber of Commerce listings, and Bipper Media, the Intuit Find-a-ProAdvisor directory, the Insightful Accountant Top 100 ProAdvisor coverage, and LinkedIn business profiles. Address, phone, ownership, and tenure details reflect those sources at the time of writing. Readers should confirm current details directly with each firm before contracting, since office locations, phone numbers, and ownership can change after publication.