Bookkeeping tailored for your business.

YZ & Associates specialize in fulfilling the bookkeeping needs of solopreneurs and small business owners. We understand the demands of keeping a business running and growing. YZ & Associates takes pride in providing the bookkeeping solutions that bring you peace of mind allowing you to keep your business on track.

As a full-service bookkeeping company, YZ & Associates customization options will cover all of your bookkeeping needs. Our accurate and timely financial data will give you the confidence to make sound business decisions.

Our mission is to provide solopreneurs and small businesses with skilled and reliable Full-service Bookkeeping, a Concierge Bookkeeping Service or a Bookkeeping Consultation Service.

Why Use YZ & Associates Bookkeeping Service?

As a small business owner, you will get professional bookkeeping services tailored to the specific needs of your business. Your CPA will be able to expedite your tax preparation with the clean, current financial records we provide.

When you need assistance, we are only a call away.

Call us today to make an appointment for a free consultation to review your needs. YZ & Associates offers a multitude of customization options that take the burden out of bookkeeping. You'll have a sense of security and peace of mind knowing that you'll have more time to run your business!

Give us a call today at 786.925.3579 to find out how we can help you do what you do best without the burden of bookkeeping.

Call us today at 786.925.3579
We look forward to creating a bookkeeping plan tailored for your company needs.

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About YZ & Associates

As each client relationship grows, our dedication shines through.  Our guiding principles are:

  • Professionalism
  • Responsiveness
  • Quality

Call us at 786.925.3579 and let us show you how we can help your business.

Policy on Disclosure of Your Personal Information

1. We collect personal information about you and all our clients from the information you submit on our applications or other forms, and through information we obtain over the course of your business relationship with us, our affiliates, and others. In addition, we may from time to time receive information about you from a consumer reporting agency.

2. Personal information is information that we collect from you that is not otherwise available from public sources.
The categories of personal information we collect include the following:

a. Information we receive from you on applications or other forms, such as your name, address, social security number, names of family members, assets, and income.
b. Information about your transactions with us, our affiliates, or others, such as your account balances, investments,current and prior tax information, and credit card usage.
c. Information we may receive from a consumer reporting agency pertaining to your creditworthiness and credit history, including loan or mortgage payments made.

3. We will not disclose any personal information about our clients or former clients to anyone, consistent with our professional confidentiality obligations. However, upon your written request we will disclose information about you, and we may be required by law to disclose personal information about you, as, for example, in response to a subpoena or other court order.Also, we may disclose personal information about you to our affiliated financial planning and investment adviser firms.

4. Within our institution, we provide access to your personal information only to those employees who need to know the information to provide you with our services. We maintain physical and procedural safeguards to guard your personal information.

5. We do not share your personal information with companies that perform marketing services.