Most clients are small business owners, independent professionals, and families who want ongoing support with bookkeeping, payroll, and taxes rather than just a once-a-year tax appointment.
Yes. Most services are delivered virtually using secure, cloud-based tools, so you can work with the firm from anywhere in the Tri-State area and beyond.
Bookkeeping focuses on recording and organizing day-to-day transactions, while accounting and advisory services analyze those numbers to help you make decisions and plan ahead.
After an initial consultation, you’ll choose a level of monthly service that fits your needs, and the firm provides ongoing bookkeeping, payroll, and advisory support for a flat, agreed-upon fee.
Yes. Many new clients come in with several months or years of backlog; the firm helps clean up your records, file missing returns, and put a system in place so you can stay current.
Yes. Ed prepares both business and individual returns, which is especially helpful when your personal tax situation is closely tied to your company.
The firm commonly works with QuickBooks and other popular small business platforms and will help you choose and set up a system that fits your situation.
Schedule a consultation, share a bit about your business and goals, and the firm will outline a recommended service package and next steps for onboarding.
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