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
More on Payroll Services →

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
More on Individual Tax →

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
More on Business Tax →

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
More on Nonprofit Accounting & Grant Management →

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

Planning & Advisory

Financial analysis and tax planning 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
More on Tax Planning & Advisory →

Industries and businesses we work with

Several of our engagements are shaped by industry-specific reporting. These pages go deeper on the work behind them.

Small Business Accounting

Monthly bookkeeping, payroll and tax preparation for owner-operated businesses — with transparent scope and pricing before work begins.

Explore Small Business Accounting

Construction & Contractors

Job costing, WIP reporting, certified payroll and prevailing-wage compliance for contractors and trade businesses.

Explore Construction & Contractors

Medical & Dental Practices

Monthly accounting, payroll, location-level reporting and coordinated practice and owner tax work for independent healthcare practices.

Explore Medical & Dental Practices

Restaurant Accounting and Payroll

POS reconciliation, merchant deposits, payroll, sales tax and financial reporting for independent restaurants and small restaurant groups.

Explore Restaurant Accounting and Payroll

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.