Updated:
← Back to Top 25 Bookkeepers in the New York Area, NY (2026)Saranac Advisors Inc.
Evidence Score 58/100 at 75% evidence coverage 2 of 25 on the New York area list How the score works
What we could verify
- Registered business?
- Registration found: New York Department of State, status Active, formed 2024
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks, Xero
Who they say they serve: contractors, startups (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 4 of 5 core services; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Saranac Advisors Inc. | /small-business-bookkeeping-newburgh-ny | |
| Website | https://www.saranacadvisorsinc.com/small-business-bookkeeping-newburgh-ny | /small-business-bookkeeping-newburgh-ny | |
| Office locality | Brewster, NY | /small-business-bookkeeping-newburgh-ny | |
| Phone | +18452082260 | /small-business-bookkeeping-newburgh-ny | |
| Offers bookkeeping | Documented: Small Business Bookkeeping in Newburgh, NY | Saranac Advisors Small Business Bookkeeping in Newburgh, NY | Saranac... | /small-business-bookkeeping-newburgh-ny | |
| Monthly bookkeeping | Documented: ...team to schedule a complimentary consultation and learn how we can support your ongoing bookkeeping needs. Frequently Asked Questions About Small Business Bookkeeping in Newburgh... | /small-business-bookkeeping-newburgh-ny | 8 pts (max 8) |
| AP / AR | Documented: ...for small businesses that aligns with your goals. Comprehensive Bookkeeping Solutions ✔ Accounts Payable and Receivable Management ✔ General Ledger Maintenance ✔ Bank and Credit... | /small-business-bookkeeping-newburgh-ny | 4 pts (max 4) |
| Payroll coordination | Documented: ...Management ✔ General Ledger Maintenance ✔ Bank and Credit Card Reconciliation ✔ Payroll Processing ✔ Expense Tracking and Categorization Tailored to Your Business At Saranac... | /small-business-bookkeeping-newburgh-ny | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...and Review We deliver comprehensive financial reports-including income statements, balance sheets, and cash flow summaries-so you always know where your business stands. Step 4 -... | /small-business-bookkeeping-newburgh-ny | 6 pts (max 6) |
| Industries served (documented) | contractors, startups | /small-business-bookkeeping-newburgh-ny | 5 pts (max 5) |
| Software supported | QuickBooks, Xero | /small-business-bookkeeping-newburgh-ny | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /small-business-bookkeeping-newburgh-ny | 3 pts (max 3) |
| What is included / excluded | Documented: ...assist with tax strategies tailored to your situation. Our tax preparation services include: Individual Tax Preparation Business Tax Return Preparation Gift & Estate Tax Return... | /tax-planning | 5 pts (max 5) |
| Onboarding described | Documented: ...with your bookkeeper securely from any device. Our Proven Bookkeeping Process Step 1 - Discovery and Setup We start by assessing your current financial system and... | /small-business-bookkeeping-newburgh-ny | 4 pts (max 4) |
| Named contact / team | Joseph Gileno, Managing Partner | /about-our-team | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: SARANAC ADVISORS INC. · NY DOS ID 7421305 · New York Department of State · Active | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2024-09-17 (initial filing date of a New York-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Pricing approach published (0 pts, max 6); Reporting cadence stated (0 pts, max 4); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Communication channel / process (0 pts, max 3); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: New York State Education Department, Office of the Professions, State Board for Public Accountancy license search and business registry search.
- Entity found in the state business registry: Business registration found: New York Department of State active corporations (data.ny.gov n9v6-gdp6) lists SARANAC ADVISORS INC. (NY DOS ID 7421305), status Active, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2024-09-17 as the initial filing date of a New York-formed entity.
Data limitations
- 19 of 21 evidenced items come from Saranac Advisors Inc.'s own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.