Bookkeeping for New York, NY

AI Bookkeeping Services in New York, NY

Clean books for New York City businesses — Midtown firms to Williamsburg restaurants — that keep up with the city taxes most bookkeepers overlook.

$0 today — free trial Serving New York remotely Cancel anytime
New York City
Local New York bookkeepers typically charge $400–$1200/mo. LedgerHelm New York starts at $99/mo. (NYC market, 2025–26)
Up to 92%
less than local bookkeeper rates
By the 10th
clean financials every month
100% remote
serving New York — no office visit
$0 to start
free trial · cancel anytime
Built for New York

Bookkeeping built for the New York economy

New York City runs on finance, media and advertising, hospitality, retail, real estate, and a deep tech scene — atop New York State's 2.4 million small businesses. It's also the most tax-layered market in the country: federal, New York State, AND New York City filings, plus city-only taxes like the UBT and the Commercial Rent Tax. LedgerHelm keeps NYC books clean and ready for all three layers.

New York by the numbers

The local economy we keep books for

~200,000
small businesses in NYC — the most in its history
NYC SBS, 2024
44,000+
businesses added since early 2022, mostly small
NYC SBS
3 tax layers
federal, New York State, and New York City
NYC Dept. of Finance

Sound familiar, New York?

Nobody told me freelancers and partnerships owe NYC's 4% Unincorporated Business Tax.

Federal, New York State, AND New York City filings — three sets of forms.

Our Manhattan lease triggers the Commercial Rent Tax and I nearly missed it.

Who it's for

Who we serve in New York

Freelancers & partnerships

UBT-aware books and clean expense allocation.

Restaurants & hospitality

High-volume POS, tips, and 8.875% sales tax handled.

Agencies, retail & startups

Investor-ready monthly financials.

Local tax & compliance

Bookkeeping built around New York, NY tax rules

We keep your books structured for the filings that actually apply where you operate — not a generic checklist.

Three tax layers

NYC businesses file federal, New York State, and New York City returns — and NYC residents pay a city income tax on top of the state's.

Unincorporated Business Tax (UBT)

A 4% NYC tax on the net income of sole props, partnerships, and LLCs operating in the city; a graduated credit eliminates it for the smallest businesses. Many freelancers don't know they owe it.

Commercial Rent Tax (CRT)

Manhattan commercial tenants below 96th Street paying $250,000+ in annual base rent owe CRT (effective ~3.9%), with relief up to ~$500,000. We track the rent data.

8.875% sales tax

4% state + 4.5% city + 0.375% MCTD, remitted to the NY Department of Taxation & Finance. NY entities also file a biennial statement with the Department of State.

How it works

Clean New York books in three steps

1
Connect your accounts

Link your New York business bank in about 30 seconds — no software to learn.

2
AI handles your books

Every transaction categorized automatically, every month.

3
Get clean reports

P&L, Balance Sheet & Cash Flow by the 10th — ready for your New York CPA and the NY filings that apply.

Pricing

Two ways to get your New York books done

Let AI do the bookkeeping yourself, or hand it to a dedicated LedgerHelm bookkeeper — same platform, same clean monthly financials. You choose how hands-on to be.

Self-serve · Helm

You run the books, AI does the work

Connect your bank, QuickBooks, or Xero and let AI categorize every transaction, flag anomalies, and prep your month-end close. You stay in control; the busywork disappears.

  • AI auto-categorization with confidence scores
  • Bank reconciliation & guided monthly close
  • Financial reports and a plain-English AI assistant

From $99/mo, billed annually

Most popular Done for you · HelmPilot

A dedicated bookkeeper, powered by AI

Hand your New York books to LedgerHelm's in-house bookkeeping team. We categorize, reconcile, chase down the documents we need, and deliver clean financials every month — AI makes it fast, our bookkeepers make it right.

  • A dedicated bookkeeper who owns your close
  • Month-end financials delivered on a schedule
  • Catch-up bookkeeping to get current fast

From $249/mo, billed annually

FAQ

New York, NY bookkeeping — FAQ

What is the NYC Unincorporated Business Tax (UBT)?
The UBT is a 4% New York City tax on the net income of sole proprietors, partnerships, and LLCs doing business in NYC — separate from state and federal tax. A graduated business credit fully eliminates the UBT for the smallest businesses (roughly under $95,000 of income). Many freelancers don't know they owe it; we keep books that make the filing clear.
Do you handle the NYC Commercial Rent Tax?
Yes. The Commercial Rent Tax applies to Manhattan commercial tenants below 96th Street with $250,000+ in annual base rent (effective rate ~3.9%). We track the rent data so you file it correctly — or confirm you're exempt.
When is the NYC UBT due?
Calendar-year filers generally file the UBT (Form NYC-202/204) by April 15, matching the federal deadline, with quarterly estimated payments. We keep books that make the calculation clear.
What sales tax do I charge in New York City?
8.875% on taxable sales across all five boroughs — 4% state, 4.5% city, and a 0.375% MCTD surcharge — remitted to the NY Department of Taxation & Finance.

Serving New York and surrounding areas

Midtown ManhattanFinancial District (FiDi)SoHo / TribecaWilliamsburg, BrooklynDUMBO / Downtown BrooklynLong Island City, QueensAstoria, QueensThe Bronx

Ready for clean books in New York?

Start your free trial today — no local office visit, no long onboarding.

Start your New York bookkeeping