Sonia Bio

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Sonia Bio

Bio

Sonia M. Betancourt is a bilingual professional fluent in both English and Spanish, with a strong background in customer service, administrative support, and accounting operations. She holds a Bachelor’s Degree in ESL (English as a Second Language) and is a retired employee of the Federal Bureau of Prisons, where she gained extensive experience in professionalism, organization, and public service.

With more than five years of experience in the accounting field, Sonia serves as the Receptionist and Administrative Support Specialist at Accounting Center. She is responsible for managing front desk operations, assisting clients, coordinating appointments, processing tax-related documentation, maintaining organized records, and supporting daily office functions.

Sonia is known for her excellent communication skills, attention to detail, and commitment to providing exceptional customer service. Her ability to efficiently support both clients and team members makes her an invaluable part of the Accounting Center team.

Let’s build a strategy that drives real growth

Optimize your financial ecosystem with proactive tax strategies, accurate monthly bookkeeping, and real-time cash flow oversight tailored to protect your bottom

What our happy clients say about us

Meticulous, accurate books.

"They completely fixed a massive backlog of messy transactions and manual spreadsheet mistakes. Our monthly cloud accounting is now fully automated and audit-ready."

Sarah Johnson
Chief Financial Officer
Proactive, & strategy driven.

"They don't just do data entry; they look ahead. Their proactive corporate tax strategy saved us thousands of dollars before our fiscal year-end deadlines closed"

Daniel Lee
CEO
From bookkeeping to tax prep.

"Having a single trusted partner handle everything from our daily payroll workflows to complex multi-state entity tax filing has given us complete peace of mind".

Michael Kim
Product Manager
A great fractional CFO partner.

"An incredible asset for our scaling infrastructure. Their clean financial statement delivery and regular advisory insights helped us confidently boost our net profit margins."

Olivia Martinez
Brand Manager

Our proven process to achieve your goals

Accounting Center SMB

Step 01
Step 02
Step 03
Step 04
01
Discovery call

We analyze your current business structure, past tax returns, and bookkeeping pain points to build a tailored financial strategy.

Strategy planning

Our accounting experts design a proactive tax-saving roadmap and clean up your chart of accounts for compliance.

02
Execution phase

We take over your monthly bookkeeping, run payroll smoothly, and optimize tax deductions before deadlines approach.

03
Performance review

We deliver clear, audit-ready financial statements and meet regularly to review profit trends and cash flow health.

04

Answer to your most general common questions

How do you start an engagement?

We begin with a discovery consultation to analyze your current business structure, past tax returns, and bookkeeping system pain points. From there, we map out a clean onboarding schedule to take over your books seamlessly without disrupting daily operations.

Absolutely. If your books are months or even years behind, don’t worry. We specialize in historical forensic catch-up bookkeeping. We will untangle your previous transactions, reconcile old accounts, and bring your ledgers up to absolute compliance before starting regular monthly tracking

At a minimum, your accurate financial packets (P&L, Balance Sheet, and Cash Flow statement) are delivered monthly by the 15th. Depending on your chosen tier, we schedule regular quarterly or monthly live advisory strategy sessions to review performance trends and planning options.

Yes, our baseline tiers serve as typical ranges, but every client setup is custom-quoted to your exact transaction volume, bank account counts, software integrations, and operational footprint. You only ever pay for the precise level of service your business requires.

Traditional CPAs are often reactive—you only hear from them once a year during tax season to look at what already happened. We function as your proactive, year-round growth partner, keeping your data real-time, catching compliance errors early, and engineering strategic deductions before deadlines close.