Capacity Bookkeeping, Inc.
Cleanups, bookkeeping, and Fractional CFO services — we take care of the details so you can focus on the big picture!
Capacity Bookkeeping provides Bookkeeping services to the Montgomery, NY area.
06/05/2026
At Capacity Bookkeeping, our Fractional CFO helps with setting initial objectives and goals. The initial immersion and analysis identify opportunities and threats that drive our initial set of objectives and goals.
Examples might include, but are not limited to:
-Changing systems and/or procedures
-Improving cash flow
-Setting a pay/bonus structure to handle runaway payroll
-Headcount and compensation plans
-Establishing an investment account to slowly reduce reliance on an LOC
-Looking for alternatives to reduce increasing rent/lease expense
-Diversifying to lower the risk of vulnerable income streams
-Sharing data to help all stakeholders understand realities
Give Capacity Bookkeeping a call today at 845-430-1347 or scan the QR code to learn more about our Fractional CFO services!
06/02/2026
Capacity Bookkeeping is a full-fledged bookkeeping firm with a team of experts ready to work with you to achieve your business’ needs.
To learn more, you can DM us, call us at 845-430-1347 or scan the QR code!
05/29/2026
What working with out Fractional CFO means for our clients:
-Shift financial management to a strategic expert
-Create budgets that reveal risks before they become problems
-Test business ideas with data-driven insights
-Make confident decisions with a trusted advisor by your side
Work with us today by giving us a call today at 845-430-1347 or scan the QR code to learn more about our Fractional CFO services!
05/26/2026
We are super appreciative of out clients' kind words 💚 Our staff works hard to handle your bookkeeping, so you can focus on what matters!
To work with us today, give us a call at 845-430-1347 or scan the QR code.
05/22/2026
At Capacity Bookkeeping, our Fractional CFO services involve Initial analysis where we:
-Identifying obvious improvements and expense reductions (low hanging fruit)
-Identify clear trends such as seasonality or expenses that grow exponentially
-Quantify all initial recommendations
Give Capacity Bookkeeping a call today at 845-430-1347 or scan the QR code to learn more about our Fractional CFO services!
05/19/2026
Research suggests that in an eight-hour day, the average worker is only productive for 2 hours and 53 minutes.
According to the Bureau of Labor Statistics, the average American works 8.8 hours every day. Yet a study of nearly 2,000 full-time office workers revealed that most people aren’t working for most of the time they’re at work.
The most popular unproductive activities listed were:
-Reading news websites–1 hour, 5 minutes
-Checking social media–44 minutes
-Discussing non-work-related things with co-workers–40 minutes
-Searching for new jobs–26 minutes
-Taking smoke breaks–23 minutes
-Making calls to partners or friends–18 minutes
-Making hot drinks–17 minutes
-Texting or instant messaging–14 minutes
-Eating snacks–8 minutes
-Making food in office–7 minutes
Capacity Bookkeeping only charges for actual minutes worked.
Give us a call at 845-430-1347, DM us, or scan the QR code to see how we can work for you!
05/15/2026
Capacity Bookkeeping’s Fractional CFO services have delivered real results for our clients. Some of our results:
-We helped a client grow by $2 million
-Helped created a employee bonus plan
-Helped start a new business vertical that broke even 1 year before projected
-Increased a profit center by 200% in 3 years
-Reduced expenses by 8%
-Created budgets and go over budget to actuals each month to keep business on target
-Reduced clients dependency on banks
Work with us today by giving us a call today at 845-430-1347 or scan the QR code to learn more about our Fractional CFO services!
Not sure this will help anyone in our social circle but my Indeed account was hacked yesterday. They took an old Bookkeeper job ad I had and reactivated it, dinged my account to have it get 700 responses, and are telling people to reach out to someone else who then asks for personal information. If you see a Bookkeeper Wanted ad from us do not engage. The sales job is legit but also got shut down with my entire account until they get it sorted.
B2B Sales – Bookkeeping Services (High Commission, Short Sales Cycle) Paychex, ADP experience prefe
$62K-$189K per year • Full-time
Door-to-Door Sales Reps
Hybrid
Overview
We are a growing bookkeeping services company looking for a high-performing B2B sales representative to drive new client acquisition.
This is a performance-driven role designed for experienced sales professionals—especially those coming from payroll, HCM, or business services—who want higher earning potential without corporate structure.
About Capacity Bookkeeping
Capacity Bookkeeping was formed 11 years ago knowing that every single business has to keep their books; and it’s just a matter of timing when they need help. From the coffee shop owner who doesn’t want to do it anymore, to the wholesaler who’s in house person just retired… they all need bookkeeping.
We purposely built our model based on research we conducted on the strengths and weaknesses of all other models including; in house, CPA firm, oversees, and even the solopreneur bookkeeper down the street.
All Capacity’s bookkeepers are in the USA, have at least 10 years’ experience, and degrees in accounting. We only do bookkeeping and thus are a compliment to CPA/tax preparers and payroll/benefits companies.
We have full 5-star ratings and testimonials due to our clients loving their dedicated bookkeeper.
Why This Role Is Different
Short sales cycle — most deals close in one call
~50% close rate on qualified prospects
Low to no competition
No long implementation delays or drawn-out decision processes
High demand service (business owners consistently need clean financials)
Compensation
$3,000/month draw (paid bi-weekly, no clawback)
14%–25% commission on monthly client revenue (paid for 12 months)
$500 bonus for hitting monthly targets
Uncapped income potential
Draw supports income during ramp-up.
Income Expectations
Year 1: $62,000 – $188,000+
Year 2+: $84,000 – $418,000+
(Based on production — not capped)
Responsibilities
Prospect and generate new business through:
Referral partnerships (CPAs, banks, insurance agents, payroll reps)
Cold outreach (calls, drop-ins, networking)
Conduct sales presentations and close new clients
Follow up through onboarding to ensure successful client start
Maintain relationship with client to keep on and receive referrals
Maintain activity and pipeline tracking
Performance Targets
20 referral meetings per week
15+ leads generated weekly
10+ presentations per week
4 closed clients per week target
What You’re Selling
Monthly bookkeeping services
Peace of mind knowing its done and done right
Ongoing financial visibility for business owners
Money saved due to CPA/Tax Preparer not having to “fix” things
Avoidance of embezzlement by internal bookkeeper
This is a recurring, high-retention service with strong referral potential.
Who This Is For
Proven B2B sales reps (payroll, HCM, financial services preferred)
Self-starters comfortable building their own pipeline
Strong closers who thrive in performance-based roles
Who This Is NOT For
Entry-level candidates
Candidates requiring structured training programs
Individuals looking for a high base salary with low variable comp
Important Notes
This is a commission-driven role with a ramp up draw, designed for high performers
Sales reps are responsible for onboarding follow-up
Success is driven by activity, consistency, and closing ability
Apply
Please include:
Current or most recent role
Sales performance (quota vs. actual)
Brief note on why you would succeed in this role
Benefits:
Flexible schedule
Paid time off
Parental leave
Application Question(s):
Can you perform with little to no oversight?
Do you have experience selling payroll services?
Education:
Bachelor's (Required)
Experience:
B2B sales: 2 years (Required)
Work Location: Hybrid remote in Middletown, NY 10940
Posted 2 days ago in Middletown, NY
Location is approximate
05/12/2026
If you're a business that’s ready to branch out, Capacity Bookkeeping is the company for you! We can handle your bookkeeping, payroll, offer job costing, and more!
DM us, call us at 845-430-1347 or scan the QR code today!
Click here to claim your Sponsored Listing.
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Contact the business
Website
Address
210 East Main Street, Suite 306
Middletown, NY
10940
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |