#1 Bookkeeping Service in
Berkshire County

Simplify Your Finances with Expert Bookkeeping Services

Accurate, Reliable, and Customized Solutions for Your Business

1 +
Years Experience
1 +
Tax Money Saved
1
Company Partners
1 %
Client Satisfaction

Key Services:

Monthly Financial
Reporting

  • Profit & Loss (Income) Statements
  • Balance Sheet Preparation
  • Monthly Cash Flow Summaries
  • Custom Reports Based on Business Needs

Bank & Credit Card Reconciliation

  • Match Bank & Credit Card Transactions
  • Identify Errors or Missing Entries
  • Detect Fraud or Duplicate Charges
  • Maintain Audit-Ready Records

Payable & Receivable Management

  • Invoice Creation & Tracking
  • Monitor Outstanding Payments
  • Bill Payment Scheduling
  • Cash Flow Monitoring & Reporting
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The Dreamers

Meet Stephanie & Charlie — The Heart Behind Breezy Bookkeeper

With a strong foundation in accounting, tax law, and business strategy, Stephanie and Charlie set out to create more than just a bookkeeping service — they built a people-focused financial partner.

 

Their vision? To bring clarity and peace of mind to individuals and businesses through stress-free tax planning, filing, and financial management.

 

At Breezy Bookkeeper, it’s not just about numbers — it’s about helping clients feel secure, supported, and confident in their financial journey. Stephanie and Charlie are committed to building lasting relationships, offering personalized solutions tailored to each client’s unique goals.

413.300.1369
Have Any Questions?

Driving Financial Success in Every Industry

E-commerce & Retail

Stay on top of your inventory, sales, and expenses with accurate bookkeeping built for fast-moving e-commerce and retail businesses.

Construction & Contracting

Track job costs, payments, and project expenses with bookkeeping tailored to the unique needs of contractors and construction pros.

Healthcare & Medical Practices

Simplify billing, payroll, and compliance with expert bookkeeping for healthcare clinics, practices, and medical professionals.

Professional Services (Law, Consulting, Agencies)

Reliable bookkeeping for time-based billing, invoicing, and expense tracking—perfect for law firms, consultants, and creative agencies.

Real Estate (Agents, Investors, Property Managers)

Manage rental income, property expenses, and cash flow with real estate-focused bookkeeping that keeps your portfolio organized.

Hospitality & Food Service (Restaurants, Cafés, Hotels)

Track daily sales, manage tips and payroll, and stay audit-ready with bookkeeping designed for the fast-paced hospitality industry.

Let Us Handle the Numbers—So You Don’t Have To

Let Us Handle the Numbers—So You Don’t Have To

Financial Reports
Audit
Liability
Financial Strategy
Investments
Credits
Compliance
Tax brackets
Tax brackets
Compliance
Credits

Our Team

Why Choose Us

Experience: Over a decade of serving businesses with dependable bookkeeping solutions.

Personalized Approach: Tailored services to meet the unique needs of your business.

Transparency: Clear communication and straightforward processes to keep you informed.

Community Focus: Dedicated to supporting local businesses and organizations.

Let Us Handle the Numbers—So You Don’t Have To

Let Us Handle the Numbers—So You Don’t Have To

Schedule a Consultation

Ready to simplify your finances?

Contact us today to schedule a free consultation and discover how we can support your business’s financial health.

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Words of appreciation By ouramazing clients

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Frequently Asked Questions

Ask Us What you want to know from us

Breezytax is always ready to answer all your question regarding any business & consultancy related topic. If you have more questions than the listed ones, pleas mail us that.
How Can A Financial Advisor Help Me?
A financial advisor like Breezy Tax helps you create a tailored strategy to manage taxes, grow wealth, and achieve goals like retirement or debt reduction. They provide expertise in investments, tax optimization, and estate planning, aligning your finances with your unique needs for long-term security and peace of mind
What Is Tax Planning, And Do I Need It?
Tax planning uses strategies (deductions, credits, investments) to minimize taxes. Everyone with income or assets needs it—it saves money, ensures compliance, and supports financial goals.
How Do You Ensure My Financial Data Is Secure?
We use advanced encryption, secure servers, and strict access controls to protect your financial data. Your privacy and security are our top priorities.
What's The Difference Between Financial Planning And Wealth Management?
Financial planning focuses on budgeting, saving, and meeting specific financial goals, while wealth management is a broader service that includes investment strategies, tax planning, and estate planning to grow and protect your wealth.
What Is A Fractional CFO, And How Can It Help My Business?
A fractional CFO is an outsourced financial expert who provides high-level financial strategy, budgeting, and forecasting without the cost of a full-time CFO. They help businesses improve cash flow, profitability, and financial decision-making.
Are Your Financial Services Suitable For Small Businesses?
Yes, our services are tailored for small businesses, offering tax preparation, bookkeeping, and compliance support to help you stay on top of your finances.
How Do You Charge For Your Services?
Our pricing varies based on the services required. So don’t worry about the pricing. Let’s just have a cup of coffee and discuss the solution.
How Do I Get Started With Your Financial Services?
Getting started is easy! Simply fill up a the contact form or call us for a consultation, and we’ll discuss your needs, recommend the right services, and guide you through the onboarding process.

Contact Info

M-F 8:00 - 4:00
413.300.1369
help@breezytax.com
55 Church Street. Pittsfield, MA 01201