Services

The full financial back office, under one roof.

Accounting, payroll, tax and advisory for individuals, businesses, municipalities and nonprofits — handled together, so the numbers always reconcile.

Accounting & Bookkeeping

Monthly accounting, reconciliations, cleanup work, financial reporting and ongoing accounting support — for organizations of every size we serve.

  • Monthly and quarterly closes
  • Bank, credit card and balance-sheet reconciliations
  • Prior-year catch-up and cleanup engagements
  • Financial statements you can actually act on

Payroll

Full-service payroll: processing, direct deposit, payroll tax filings, multi-state payroll, job costing, employee portal and year-end reporting.

  • Payroll runs and direct deposit
  • Federal, state and local payroll filings
  • W-2 and 1099 preparation
  • Multi-state payroll, job costing and PTO tracking
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Individual Tax

Federal and state individual income tax preparation — from straightforward returns to returns involving businesses, investments, rentals, K-1s and multi-state income.

  • Form 1040 with federal and NY filings
  • Schedule C, E and F activity
  • Investment income and capital gains
  • K-1s, trusts and multi-state situations
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Business Tax

Tax preparation for partnerships, S corporations, C corporations, LLCs and other businesses, prepared alongside the accounting records behind them.

  • Forms 1065, 1120-S and 1120
  • Partner and shareholder K-1s
  • Depreciation and fixed-asset schedules
  • Coordination with payroll and sales tax
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Municipal Accounting

Specialized accounting, payroll, financial reporting and compliance support for municipalities and local governments.

  • Fund-based accounting support
  • Municipal payroll and reporting
  • Annual report preparation assistance
  • Board-ready financial reporting

Nonprofit Accounting

Accounting, financial reporting, grant-related accounting and financial support for nonprofit organizations.

  • Restricted and unrestricted fund tracking
  • Grant-related accounting support
  • Board and funder reporting
  • Payroll for nonprofit staff

Financial Reporting & FP&A

Budgeting, forecasting, cash-flow analysis, management reporting, KPI monitoring and financial analysis.

  • Annual budgets and rolling forecasts
  • Cash-flow planning
  • Management reporting packages
  • KPI and margin analysis

Business Advisory

Financial and tax-oriented advisory support for business owners and organizations, grounded in the numbers we already maintain.

  • Tax planning coordination
  • Entity structure considerations
  • Buy, sell and transition discussions
  • Owner compensation and distribution reviews
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Not sure which you need?

Tell us where things stand — we'll review your records and prior filings, then map the appropriate scope and quote before any work begins.