Clear financial statements. Confident decisions.
You can't run a business — or plan your own finances — on guesswork. Our in-house accounting team keeps your numbers accurate, current, and actually understandable, so every decision you make is backed by real data.
What's Included
- Monthly or quarterly financial statements (P&L, balance sheet, cash flow)
- Account reconciliations across all your accounts
- General ledger maintenance and clean-up
- Custom reporting for lenders, investors, or partners
- Financial advisory and performance benchmarking
- Audit-ready recordkeeping year-round
An accounting team that actually knows your business
Not a software subscription. Not a call center. A family-owned team that reviews your numbers personally.
Real people, not just software
Automated tools can categorize transactions — they can't tell you what your numbers mean. Our team reviews your financials personally, so you get judgment, not just a report.
Connected to your taxes, not separate from them
Because accounting, bookkeeping, and tax preparation all happen under one roof, your financial statements and your tax strategy stay in sync — nothing gets lost in a handoff between vendors.
17+ years reading small business numbers
We've seen what healthy and unhealthy financials look like across hundreds of businesses. That experience shapes the advice you get, not just the reports you receive.
In-person in the Bronx, or secure virtual anywhere
Sit down with us at our office, or work with us remotely through a secure client portal — clients in all 50 states get the same level of attention.
From first call to filed and finished
Free Consultation
Tell us what's going on. A real advisor reviews your situation within one business day.
Custom Plan & Quote
We recommend the right services and give you a transparent price before any work begins.
Secure Onboarding
Upload documents through our secure client portal — no scattered email threads.
Ongoing Support
Your dedicated team files, tracks, and advises year-round — not just at tax time.
Frequently asked questions
Bookkeeping is the day-to-day recording of transactions. Accounting takes that data and turns it into financial statements, analysis, and strategy — the bigger picture you use to make decisions. We offer both, and they work best together.
In most cases, yes. We work inside QuickBooks, Xero, and most common accounting platforms, and we're QuickBooks & Xero certified. If your current setup needs cleanup first, we can handle that too.
That depends on your plan — most clients receive monthly or quarterly statements, plus a real conversation about what they mean, not just a PDF in your inbox.
That's a common starting point, not a dealbreaker. We regularly take on catch-up and clean-up work before we start ongoing accounting.
It varies by scope, but most small businesses pay somewhere between $500–$1,500 a month for ongoing accounting once reconciliations, reporting, and advisory are included, or $500–$5,000 a year for tax-focused work alone. We give you a transparent quote based on your actual complexity, not a generic rate card.
For most businesses under a certain size, outsourcing is more cost-effective than a full-time in-house hire — you get the expertise without the added salary, payroll taxes, and benefits overhead. As you grow, we can help you figure out when that calculus changes.
Related services worth a look
Most clients combine two or three of these — here's what tends to go together.
Bookkeeping
Meticulous financial record-keeping, done for you — so your books stay clean, current, and audit-ready year-round.
Explore Bookkeeping →Tax Preparation
Accurate, efficient federal and state filing for individuals and businesses — maximizing every credit you qualify for.
Explore Tax Preparation →Payroll
Full-service payroll management — accurate paychecks, tax filings, and compliance, without the weekly headache.
Explore Payroll →Business Formation
LLC, S-Corp, or C-Corp — we handle entity selection, incorporation, and registered agent setup from day one.
Explore Business Formation →Let's take this off your plate — for good.
Book a free, no-pressure consultation and get a clear next step within one business day.