Comprehensive Accounting Services for Growing Businesses

Clean, accurate books are the foundation of every healthy business. Our bookkeeping services keep your finances organized so you always know exactly where your business stands.

• Monthly bookkeeping & reconciliation — bank accounts, credit cards, and all transactions reconciled monthly
• Financial statement preparation — profit & loss statements, balance sheets, and cash flow reports
• QuickBooks Online management — chart of accounts setup, transaction categorization, and ongoing maintenance
• Accounts receivable & collections — invoicing, payment tracking, and client follow-ups
• Inventory setup & tracking — for product-based businesses that need inventory management in QuickBooks
• Books review & audit preparation — review your existing books for accuracy and completeness

Consulting rate: $125/hour.

Tax season doesn't have to be stressful. We prepare and file federal and state tax returns for individuals, partnerships, S-Corporations, and sole proprietors — accurately, compliantly, and on time.

From running weekly payroll to filing quarterly returns, we handle the full payroll lifecycle so you stay compliant and your employees get paid on time.

• Payroll processing — for businesses with 1 to 99 employees
• New payroll setup — QuickBooks Payroll configuration
• Quarterly payroll returns (941 / NYS-45)
• New hire reporting
• W-9 preparation for contractors
• Year-end W-2 / W-3 filing

Starting a new business? We handle the paperwork so you can focus on your vision. From entity selection to state registration, we'll get your business set up properly from day one.

• LLC, S-Corp & partnership registration
• EIN application (Form SS-4)
• Operating agreements
• S-Corp election (Form 2553)
• State licensing
• Change of ownership documentation
• Business valuation (as needed)

Messy books? Uncategorized transactions? QuickBooks file that's been neglected? We'll clean it up, organize your chart of accounts, and get you back on track.

• QuickBooks file cleanup
• New file setup
• Chart of accounts restructuring
• Data migration from spreadsheets or other platforms

Need expert guidance without a long-term commitment? Consulting is perfect for entity structure decisions, tax strategy, QuickBooks training, and financial reviews.

• Business entity selection and structuring
• Tax planning and strategy sessions
• Financial review and health assessment
• QuickBooks training and best practices
• New business startup guidance

Consulting rate: $125/hour. First hour of new client consultations is complimentary.