Upcoming Webinar: Mastering Bookkeeping in QuickBooks Online - Advanced Techniques, Date: 14th May, Time: 11:30 AM EST. Upcoming Webinar: Mastering Bookkeeping in QuickBooks Online - Advanced Techniques, Date: 14th May, Time: 11:30 AM EST
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Hire Remote Bookkeeper, Accountant , Tax return Preparer or Admin Person

Monthly Bookkeeping, Payroll, Financial Statements & Tax returns for Educational and Academic Institues

Quality Driven

QuickBooks and Xero Certified Experts

50% Reduction in

Part Time/Full Time Resources For

⚪ CPA Firms
⚪ Enrolled Agents
⚪ Bookkeeping Firms
⚪ Tax Practitioners

Hire Remote Team​

Hire Remote Bookkeeper, Accountant , Tax return Preparer or Admin Person

Monthly Bookkeeping, Payroll, Financial Statements & Tax returns for Import-Export Industry

Quality Driven Approach

QuickBooks and Xero Certified Experts

50% Reduction in Costs

Part Time / Full Time Roles For

100 +
1100 +
250 k+
20 +

Bookkeeping software expertise

End to End Remote Bookkeeping & Accounting services for Business Owners & Accounting firms

Meru Accounting is a CPA firm providing complete outsource bookkeeping and accounting solutions to CPAs and small & medium-sized businesses across the United States, United Kingdom, Australia, New Zealand, Hongkong, Canada, and European countries.

bookkeeping services
Bookkeeping Service

Regular Management Accounts for your Business, We serve bookkeeping services for different industries.

Setup Xero/Quickbooks

Set up your accounting software in a day through our checklist, for converting a client from your legacy software to Xero.

Bookkeeping for CPAs

We help CPAs to reduce 50 % of their cost by outsourcing recurring tasks to us, with trust and security.


We do Payroll for all countries in all software and comply with all tax formalities of the IRS, HMRC, ATO, etc.

Payable Accounting

Manage your Payables on daily basis, cost-effectively with reduced invoice discrepancies and disputes.

Indirect Tax

We do BAS, VAT, GST101A, Sales Tax, etc. reduce attribution errors and costs, and ensure indirect taxes are handled correctly.

Bookkeeping for trading firms involves the recording and tracking of all financial transactions related to the buying and selling of goods and services. The goal of bookkeeping is to ensure that a company’s financial records accurately reflect its financial status and performance.  

All financial transactions associated with buying and selling goods and services are meticulously tracked and organized through bookkeeping, making it the sturdy backbone of a trading company. It’s like a financial GPS, guiding the firm through the labyrinth of numbers and figures. 

Also, bookkeeping ensures transparency and accountability. Investors, regulators, and even employees can use it to assess the firm’s health. As a result, the trading firm’s performance, profitability, and stability are demonstrated in a report card. 

In general, bookkeeping for trading firms involves the following key tasks:  

  1. Recording transactions:  This involves tracking all financial transactions, including purchases, sales, expenses, and payments.  
  2. Classifying transactions:  Transactions are classified into different categories, such as revenue, cost of goods sold, and expenses, in order to help with financial analysis and reporting.
  3. Balancing accounts:  This involves ensuring that all accounts are balanced and that the company’s financial statements accurately reflect its financial position.
  4. Reconciling accounts: This involves comparing the company’s financial records to its bank statements and other external records to ensure that all transactions have been accurately recorded.  
  5. Generating financial statements:  This involves preparing financial statements such as the balance sheet, income statement, and cash flow statement to provide a clear picture of the company’s financial performance.  
Effective bookkeeping is crucial for trading firms to make informed business decisions, meet legal and regulatory requirements, and maintain financial stability. It can be done manually or using accounting software. A trained bookkeeper or accountant can help ensure that a company’s financial records are accurate and up-to-date. 

Exploring the Top Software and Payment Gateways for Trading Firms

Trading firms use various software and payment gateways to manage their operations and facilitate transactions. Here are some examples:   

  1. Trading software: Trading firms use software programs to manage their trades, analyze market data, and monitor positions in real-time. Examples of popular trading software include MetaTrader, NinjaTrader, and TradeStation.  
  2. Accounting software: To manage their financial records, trading firms often use accounting software such as QuickBooks, Xero, or Sage.  
  3. Payment gateways: Payment gateways are used to facilitate electronic payments, such as credit card transactions or bank transfers. Examples of popular payment gateways used by trading firms include PayPal, Stripe, and Square.  
  4. Portfolio management software: Trading firms also use portfolio management software to track their investments and evaluate their performance. Examples of portfolio management software include Aladdin, Bloomberg Terminal, and Morningstar. 
  5. Risk management software: Risk management software is used by trading firms to identify, assess, and mitigate risks associated with their investments. Examples of risk management software include RiskMetrics, MSCI RiskManager, and Eze Risk Analytics. 

A well-maintained bookkeeping system also facilitates budgeting and forecasting, and helps in identifying areas of cost-cutting without compromising the quality of care.  

In short, an effective bookkeeping system saves money in the long run while ensuring compliance with legal and regulatory requirements. Therefore, it is essential for every eldercare facility to prioritize bookkeeping and make it an inseparable part of its daily routine.  

Again, maintaining an organized bookkeeping system for eldercare is essential for ensuring that your finances are being properly managed. Cash flow is a crucial factor to consider when setting up this system, which involves managing income and expenses on a regular basis. Documenting all income sources and expenses will help you to understand your cash flow and to identify any areas where you can reduce costs. When unexpected expenses arise, having an accurate record of your finances will make it easier to manage them without causing significant financial strain. By setting up a solid bookkeeping system, you can make informed decisions about how to allocate your resources and ensure that your eldercare needs are being met while also maintaining a healthy financial state.  

Boost Your Trading Firm's Success with Effective Bookkeeping: The Top Benefits to Know.

Bookkeeping provides several benefits to trading firms:      

  1. Accurate financial reporting: Bookkeeping ensures that trading firms’ financial records are accurate and up-to-date, allowing them to make informed business decisions and meet legal and regulatory requirements. 
  2. Improved decision-making: With accurate financial records, trading firms can make informed decisions about their business operations, such as when to invest, expand, or reduce costs.  
  3. Financial analysis: Bookkeeping provides the data necessary for financial analysis and reporting, such as the preparation of financial statements. This information is used by stakeholders, such as investors, lenders, and regulators, to evaluate the financial health of the trading firm.  
  4. Better understanding of business operations: Bookkeeping allows trading firms to better understand their financial performance and operations, identifying areas for improvement and increasing efficiency. 
  5. Easier access to financing: Accurate financial records make it easier for trading firms to obtain financing from lenders or investors, as they can provide proof of their financial stability and creditworthiness.  

How meru bookkeeping help trading firms?

By providing a range of benefits, Meru Bookkeeping assists trading firms in improving their overall efficiency and profitability.some of them listed below    

  1. Expertise accounting services: Trading firms are very uncertain to gain profit and revenue due to the risk involved in trading! We at Meru Accounting understand this uniqueness and based on it we provide our clients with the best accounting and bookkeeping services. We also provide them with regular accounting statements. So the firms can test their businesses and can take important decisions based on them.  
  2. Receivables management: Receiving payments on time is required for a firm to grow and flourish in its business, and thus we have our highly trained staff to provide our clients with accurate receivables management services on time. When using online payment gateways like Paypal, Skrillex, stripe, Transfirst, Square N, we pay, etc; we help you ensure timely receipts of payments along with accurate reconcilement. 
  3. Payroll management: Trading firms’ payroll systems can be a little complex as it also includes a commission to be paid to employees and thus accuracy is much needed. We at Meru Accounting with the proper expertise in accounting software provide our clients with the most efficient and easy solution for paying the employees and site workers.  
  4. Cash flow management: Trading firms’ nature requires a different cash flow management, and to provide that we have our expert team of professionals. We regularly monitor the accounts and reconcile with the receipts of payments. So, there are no discrepancies and shortages of cash flow, which is essential for trading in specific markets.
  5. Profitability per batch: With our expert team, we help our clients to judge their profit per batch for the performed trades, which can help in decision-making and turn profitable for our clients.  
  6. Tax planning: Planning taxes at an earlier stage can benefit a trading firm to save on taxes. We provide our clients with our best tax analysis to plan their taxes systematically.
  7. Taxation: Taxation is an essential part of a business and requires knowledge and time to execute it properly. Thus, we at Meru Accounting give our clients taxation services, so they can work on their core part and grow their business with no worry. 
  8. Effective cash management: By tracking cash flow and monitoring expenses, bookkeeping helps trading firms manage their finances effectively and make strategic investments.
  9. Tax compliance: Proper bookkeeping is essential for tax reporting and compliance, ensuring that trading firms pay the correct amount of taxes and avoid penalties.

How meru bookkeeping help trading firms?

Effective bookkeeping and accounting practices are essential for trading firms to ensure their financial records are accurate and up-to-date. Here are some tips for doing bookkeeping and accounting in trading firms:     

  1. Set up a system: Establish a system for organizing and categorizing financial transactions, such as a chart of accounts. This will help ensure consistency and accuracy in recording transactions.  
  2. Keep detailed records: Keep detailed records of all financial transactions, including receipts and invoices. This will help with tracking expenses and preparing financial statements.  
  3. Reconcile accounts regularly: Regularly reconcile bank statements, credit card statements, and other financial records to ensure accuracy and identify discrepancies. 
  4. Separate personal and business finances: It’s important to keep personal and business finances separate to avoid confusion and ensure accurate record-keeping. 
  5. Track inventory: If your trading firm deals with physical goods, keep track of inventory levels to help with financial reporting and decision-making.  
  6. Stay up-to-date on regulations: Keep up-to-date with accounting and tax regulations to ensure compliance and avoid penalties.  
  7. Review financial statements: Regularly review financial statements, such as balance sheets and income statements, to identify trends and areas for improvement.  


In conclusion trading firms to be successful, efficient bookkeeping is essential. To reach this goal, a system should be created as well as keeping detailed records and reconciling accounts frequently. Utilizing accounting software can provide reliable financial data. Furthermore, professional accountants or bookkeepers could supply expertise and assistance as the firm grows. Accurate bookkeeping brings multiple advantages such as improved financial reporting, cash management, tax compliance, better decision-making and access to financing. To ensure their success and financial stability, trading firms should give priority to effective bookkeeping. 

Hiring Virtual Accountant With Meru Accounting

Meru Accounting provides world-class services that cater to all the needs of cloud accounting and bookkeeping of your business.

We work on the best accounting software like Xero and Quickbooks, as well as add-ons that will make sure all your work is up-to-date.

Help you with switching from your traditional software to Xero and Quickbooks.

We also manage VAT, BAS, Sales Tax and Indirect taxes for you so you are always ready at the end of the financial year.

When you choose to outsource your accounting work with us, it benefits you in the following ways:
  1. Cost-saving
  2. Access to skilled and experienced professionals
  3. Better management of books of accounts
  4. Decreased chances of errors
  5. Improve business efficiency
  6. De-burdens in-office employee’s dependency
  7. Better turnaround time

We work on virtual technologies like Team Viewer, Virtual Private Network (VPN) to share and access data from your system.
You have to share your accounting software login details.

Through that, we complete all of your work and update it on the cloud, so you can have access to your data from anywhere and at any time.

Software is not a barrier for us. Due to our strong and professional accounting knowledge, we can prepare your books in almost any of the accounting software.
Our experts are always all ears to listen to your queries regarding bookkeeping and accounting or our services. You can contact us anytime by visiting: Contact Us page.
We provide our bookkeeping services at the rate of US $10 per hour. So, you only need to pay for the amount of time actual work is done.
We take certain preventive measures to secure your data, like:
  • Cyberoam Firewall to prevent any kind of foreign threat.
  • Dual-step authentication
  • Implement anti-virus
  • Limit user access so that login details are with a few people.
Meru Accounting work on some of the best accounting software’s like:
  • Xero
  • Quickbooks
  • Netsuite
  • Saasu
  • Wave
  • Odoo
Along with that, we also work with many add-ons like Workflow Max, Receipt Bank, Slack, TradeGecko etc., to extend your software’s capacity and improved work experience.

To book for trial, call us on our numbers or Please fill out the form here.

Our Work Information

We have combined team of Professionals. Seniors are generally Certified Chartered Accountants. Junior Bookkeepers are having Qualifications like Bachelors of Commerce, Masters of Commerce, Masters in Business Administration in the subject of Accounts and Finance, Intermediate level Qualification of Chartered Accountancy, etc.
For information visit our work methodology page.
We prepare a checklist of information required for bookkeeping and send you at timely intervals so as to ensure that we can do bookkeeping faster.
We can provide to you once we move ahead in our interview.
We serve clients on MYOB and have expertise working in Essentials, Account Rights Plus, etc.
Yes, We are presently processing Payroll for Number of clients in US , UK and Australia and take care of complete payroll activities.
Goods and Service tax (GST) is levied on sales of all the goods and services in Australia. GST is generally chargeable at 10% of value of sales.

Business Activity Statement is a predefined form to be submitted to the Australian Tax office by all the business persons in order to report on their all the tax obligations during the period covered.

BAS is generally required to be filed quarterly by various businesses.

Individual Business Owners

Yes, Owner of the business can prepare sign and lodge the tax return on his own. Its not mandatory that the Tax return needs to be signed by an EA or CPA.

No , its not mandatory that it should be prepared by only CPA or EA. It can be prepared by anyone who has PTIN.

We have Enrolled Agent who has the Authority to sign the documents for our clients after completing the through professional check.
Meru Accounting has its operational centre in India and hence the prices are quite less as compared to US based CPA’s and Enrolled Agents.
Meru Accounting has a team of Tax experts. Each Tax expert prepares around 300-400 Tax returns every year for various CPA’s in United States and Individual Businesses like yours. Due to this vast Experience and Robust Quality Check processes in place we can ensure you about correct Tax planning for your firm.
What Our Clients Say
We Service All Types Of Industries

Construction Industry

Real Estate Industry


Advertising & Marketing Industry

Physicians Doctors Physiotherapist Dentist


Online/ ECommerce

Nonprofit Organizations

Franchise Business

Amazon Sellers

Rental Business

Mining Industry

Manufacturing Industry

Information Technology & SAAS Based Companies

Age Care/ Health Care/ Spa & Saloons

Logistics, Transportation & Trucking

Travel, Tourism & Entertainment Industry

Trading /Brokers

Power & Infrastructure

Wholsale & Retail Industry

Gems & Jewelry Retailer & Exporter


Brick & Mortar Industry

Professional Training Business

Consultancy Business

Aerospace Industry

Financial Services


Restaurant & Hotel Business

Professional Services

Our Young and Dedicated Team

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