Our Services
Everything your business needs. Nothing it doesn't.
We work with small business owners across NY and NJ to keep their finances clean, their taxes low, and their decisions informed.
Management Accounting
The financial infrastructure that lets you run your business with confidence — not guesswork.
Financial Reporting
Monthly and quarterly P&L, balance sheet, and cash flow statements delivered on time, every time. Know exactly where your business stands without digging through spreadsheets.
- Monthly P&L statements
- Balance sheet & cash flow
- KPI dashboards
- Year-over-year comparisons
Budgeting & Forecasting
Forward-looking financial models built around your actual business — not generic templates. Plan hiring, expansion, and capital investment with real numbers behind every decision.
- Annual budget development
- Rolling 12-month forecasts
- Scenario modeling
- Variance analysis
Cash Flow Management
Tight cash management so you're never caught short. We monitor inflows and outflows, flag issues early, and help you maintain the liquidity your business needs to grow.
- Weekly cash flow tracking
- Receivables & payables oversight
- Working capital optimization
- Cash runway projections
Business Advisory
Strategic financial guidance when you're making the decisions that matter most — pricing, hiring, acquisitions, or exit planning. We act as your outsourced CFO.
- Profitability analysis
- Pricing strategy support
- Growth planning
- Exit & succession planning
Tax Services
Proactive tax planning and accurate compliance for business owners who want to keep more of what they earn.
Business Tax Planning
We don't wait until April. Year-round tax planning identifies opportunities to reduce your liability before the year closes — entity structure, deductions, timing, and more.
- Year-round tax strategy
- Entity structure review
- Deduction optimization
- Estimated tax planning
Tax Preparation
Accurate, on-time filings for S-corps, LLCs, partnerships, and sole proprietors. We handle federal and state returns so nothing slips through the cracks.
- Federal & state business returns
- S-corp, LLC & partnership filings
- Schedule C & K-1 preparation
- Multi-state filings
IRS Representation
If the IRS comes knocking, we handle it. From audit notices to payment plans, we represent you directly so you never have to face the IRS alone.
- Audit representation
- IRS notice response
- Installment agreements
- Penalty abatement requests
State & Local Tax
NY and NJ have some of the most complex state and local tax rules in the country. We keep you compliant across both states — and any others your business touches.
- NY & NJ state compliance
- Sales & use tax
- Payroll tax filings
- Multi-state nexus analysis
Pricing
Straightforward pricing. No surprises.
Every engagement starts with a free consultation. We scope the work, agree on a fixed fee, and get started — no hourly billing, no hidden costs.
Essentials
From $750/mo
For early-stage businesses that need clean books and basic tax compliance.
- Monthly financial reporting
- Annual tax preparation
- Quarterly check-ins
- Email support
Growth
From $1,500/mo
For growing businesses that need proactive planning and deeper financial insight.
- Everything in Essentials
- Cash flow management
- Budgeting & forecasting
- Tax planning (year-round)
- Monthly advisory call
Advisory
Custom
For established businesses that need a true outsourced CFO and full tax strategy.
- Everything in Growth
- Outsourced CFO services
- IRS representation
- Multi-state tax compliance
- Priority response
Not sure which tier fits?
We'll figure it out together. Book a free 30-minute consultation and we'll recommend the right scope for your business.