Bookkeeping billing software for New York
Charge monthly retainers for cleanup, write-up, and tax prep. Pass-through QuickBooks Online subscription costs at margin. Give every client a portal where they see what they owe and pay via ACH (0.8% — your margin stays intact).
Why New York matters for bookkeeping + accounting firms
New York agencies serve the densest enterprise + financial-services + media SMB cluster in the country — clients who pay reliably but expect every receipt, ledger entry, and statement to be audit-ready.
New York's retail rates are the highest in the US, which makes auto-draft + ACH adoption disproportionately valuable: a 2.9% card fee on a $5K monthly retainer is $145 the agency loses every month. ACH at 0.8% capped at $5 saves four figures per year per client.
- 0.8%
- ACH cost — capped at $5/transaction
- 12 mo
- Statement PDFs for clean year-end records
- $15
- Avg margin per QBO reseller subscription
Bookkeeping + accounting firms we work best with in New York
- You charge monthly retainers for write-up + categorization + tax prep.
- You resell QuickBooks Online (or Xero) subscriptions to clients with a markup.
- You're using QuickBooks Online for your own AR and getting tired of the duplication.
- You want ACH-first invoicing so card fees don't eat your margin.
FAQ — Bookkeeping billing in New York
Is HubWho a good fit for bookkeeping + accounting firms based in New York?+
Yes. HubWho supports bookkeeping + accounting firms nationwide — every US state including New York — with the same flat $29-$249/mo pricing. ACH via Plaid + Stripe Connect + Authorize.net work from any US bank. The per-client margin report and white-label customer portal are identical regardless of which state you operate in.
Can I bill differently for cleanup vs. ongoing write-up?+
Yes — products in HubWho are flexible enough to model 'Cleanup project (one-time $2,500)' separately from 'Monthly write-up ($350/mo)'. Both can live on the same client, both flow into the same invoice if you want, or stay as separate subscriptions for cleaner reporting.
Does HubWho integrate with QuickBooks Online?+
Export-only today (CSV + IIF). Two-way sync (push paid invoices into QBO as Sales Receipts) is on the roadmap for Q3 2026. Most bookkeeping firms run HubWho for AR + portal and reconcile manually into QBO at month-end.
How does ACH pricing work?+
Stripe Connect ACH is 0.8% capped at $5 per transaction. For a $500/mo retainer that's $4. For a $2,000/mo retainer that's still $5 (capped). Compare to 2.9% + $0.30 on cards — ACH literally protects your margin on bigger retainers.
Try HubWho free for 14 days.
No credit card. Live with your first invoice in under an hour. Works for bookkeeping + accounting firms in all 50 states, including New York.
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