About Connecticut Professional Bookkeeping

Your trusted financial partner since 2010, dedicated to helping Connecticut businesses succeed through accurate bookkeeping and strategic financial guidance.

Our Story

Connecticut Professional Bookkeeping was founded with a simple mission: to provide local businesses with the same quality of financial services that larger corporations enjoy, but with the personal touch and understanding that only comes from being part of the community.

After years of watching small business owners struggle with bookkeeping while trying to run their companies, we knew there had to be a better way. We built our practice on the belief that professional bookkeeping should be accessible, understandable, and actually helpful to business growth.

Today, we serve over 200 businesses across New Haven County, from Main Street shops to growing tech startups. What hasn't changed is our commitment to treating each client's business as if it were our own.

Our office in New Haven
14+
Years Serving CT

Our Values

These principles guide everything we do, from how we work with clients to how we grow our team.

🛡️

Integrity First

We handle your finances with the same care and honesty we'd want for our own business.

📍

Local Focus

As a Connecticut business ourselves, we understand the unique challenges you face.

📚

Continuous Learning

Tax laws change. Technology evolves. We stay ahead so you don't have to.

🤝

Personal Service

You're not just an account number. We know your business and your goals.

Meet Our Team

Certified professionals dedicated to your financial success

David Morrison

David Morrison

Founder & Lead Bookkeeper

With over 15 years of experience serving Connecticut businesses, David founded the firm to provide personalized, professional bookkeeping services that help local businesses thrive.

Credentials:

  • QuickBooks ProAdvisor
  • Certified Bookkeeper (AIPB)
  • MBA, Finance
Sarah Anderson

Sarah Anderson

Senior Tax Specialist

Sarah specializes in tax strategy and compliance for small businesses, with deep expertise in Connecticut tax law and IRS regulations.

Credentials:

  • Enrolled Agent (EA)
  • QuickBooks Advanced Certified
  • BS, Accounting
Michael Chen

Michael Chen

Payroll Services Manager

Michael ensures accurate, compliant payroll processing for all our clients, staying current with ever-changing employment laws and regulations.

Credentials:

  • Certified Payroll Professional (CPP)
  • SHRM-CP
  • BS, Business Administration

Professional Certifications

Our team maintains the highest professional standards through continuous education and certification

QB

QuickBooks ProAdvisor

Advanced certified in QuickBooks Online & Desktop

AIPB

Certified Bookkeeper

American Institute of Professional Bookkeepers

EA

Enrolled Agent

Licensed to represent taxpayers before the IRS

CPP

Payroll Professional

Certified in payroll compliance and processing

Ready to Work Together?

Let's discuss how our expertise can help your business thrive. Schedule a free consultation to get started.