Updated:
← Back to Top 6 Bookkeepers Elsewhere in Massachusetts (2026)The Breezy Bookkeeper
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online
Who they say they serve: nonprofits (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 5 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | The Breezy Bookkeeper | home page | |
| Website | https://www.thebreezybookkeeper.com/ | home page Sep 26, 2026 | |
| Office locality | Dalton, MA | home page | |
| Phone | +14136134822 | home page | |
| Offers bookkeeping | Documented: The Breezy Bookkeeper | Online Bookkeeping Services for Small Business Online bookkeeping · anywhere in the US Stop guessing. Know... | home page | |
| Monthly bookkeeping | Documented: Monthly Bookkeeping & Financial Reporting | The Breezy Bookkeeper Monthly books and reports Stop guessing.... | /monthly-financial-reporting | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...clients use QuickBooks Online. Use something else? We’ll talk it through on your call. Behind on your books? Send statements by Dec 15. Be tax-ready by January 31, or we refund... | home page | 5 pts (max 5) |
| AP / AR | Documented: Accounts Payable & Receivable Management | The Breezy Bookkeeper Bills and invoices Get paid on time.... | /accounts-payable-receivable-management | 4 pts (max 4) |
| Payroll coordination | Documented: ...switch right away? No. You get 30 days to look us over before you switch. Do you handle payroll and 1099s? Yes. We review payroll and prepare your 1099s, so year-end filings are... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...each month. A real bookkeeper does your books, 100% online. Each month you get a P&L, a balance sheet and a cash report. One flat price. You talk to Charlie. Get my flat price in... | home page | 6 pts (max 6) |
| Industries served (documented) | nonprofits | home page | 5 pts (max 5) |
| Software supported | QuickBooks Online | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Onboarding described | Documented: ...Berkshire Home Performance · Google review Get my flat price in 20 minutes How it works 1 Free review 20 minutes with Charlie. We look at your books. No strings. 2 One flat... | home page | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...bills. 3 Clean start We match your accounts. We catch your books up. 4 We stay with you Monthly reports. Fast answers. Changes as you grow. Questions Is the review really free?... | home page | 4 pts (max 4) |
| Named contact / team | Charlie Manuel, Owner | /about-us | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'The Breezy Bookkeeping' in Pittsfield, MA on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
- Not documented. Checked 7 pages of the firm's own site on 2026-11-02 (Firm's own website): Pricing approach published (0 pts, max 6).
- Not documented. Checked 5 pages of the firm's own site on 2026-09-26 (Firm's own website): What is included / excluded (0 pts, max 5); Communication channel / process (0 pts, max 3).
Searches that find nothing are not a mark against a firm. How we search.
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); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Board of Public Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from The Breezy Bookkeeper's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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