Accounting Done For You

Don’t Waste Your Valuable Time on Accounting and Finances… Give Yourself Time to Do What You Do Best – Go Out and Get More Clients!

Most small business owners waste valuable time attempting to manage finances and keep up the accounting end of their business when the time could be far better spent focusing on the service or the clients your business specializes in.

The successful small business owner knows that spending more time on work means generating more profit. Leave the tedious, time-consuming job of bookkeeping and accounting to the professionals!

Monthly or quarterly, depending on the size of your business and your specific needs, we will take care of the following accounting and bookkeeping services, which benefit your business in the following ways…

Bank reconciliation

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Identify lost checks, lost deposits, or unauthorized wire transfers.

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Detect and prevent embezzlement of funds from within your business.

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Track your business growth and manage your cash effectively.

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Protect yourself from bank errors, fraudulent checks, and other financial crimes directed toward your business.

Income statements

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We will provide you with regular profit / loss statements that will help you track the operating costs of your business.

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Understand what areas of your business are over / under budget and identify the specific areas that need attention to keep your business profiting.

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Track increases in product sales or returns as a percentage of your sales.

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Determine your current tax liability.

General ledger management

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We can help you set up a general ledger system, or identify problems with your current ledger system, that will allow you to eliminate discrepancies and maintain accurate records for your business.

Balance sheets

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Gives you a snapshot of the financial health of your business at any given point of time.

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Identify and analyze trends in receiving and payables and take prompt action to keep those trends going in a direction beneficial to your company.

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Balance sheets, along with income statements, are the single most important elements for reporting to potential lenders and investors.

We can also customize our service to you by adding…

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UNLIMITED CONSULTATIONS.

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Payroll management.

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Tax planning and preparation.

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Any number of a wide variety of financial services that would benefit your business.

Let Us Help:

What Are The Year-End Tax Moves to Make Now For Boston, MA Business Owners?

Key TakeawaysIt is not too late to create meaningful tax savings before December 31, but the remaining moves are very timing-sensitive. Low-cost, in-stock equipment and supplies are the most realistic last-minute purchases that can still be deducted this...

Big Beautiful Bill Details Boston, MA Business Owners Might Have Missed

 Key Takeaways The more favorable EBITDA-based business interest deduction limit is back for your 2025 tax year. (New restrictions are coming in 2026.) New R&E rules aren’t automatic. Retroactive benefits for 2022–2024 require elections, deadlines,...

What Payroll Checklist Steps Do Boston, MA Business Owners Need to Complete Before December 31?

 Key TakeawaysVerify all business and employee information early. Even small errors in EINs, addresses, or Social Security numbers can create big filing issues. Review 2026 compensation rules now. State and local minimum wage increases and the Social...

Boston, MA Small Business Holiday Expenses: What Can I Deduct On Taxes?

Key TakeawaysCompany-wide holiday parties for employees are generally 100% deductible, as long as they’re not exclusive to owners or managers. Meals with clients are typically only 50% deductible, and entertainment remains 0% deductible. Employee gifts can...

Can Boston, MA Investors Use Losses To Lower Capital Gains Federal Tax?

Key TakeawaysYou can sell losing investments to realize a capital loss that offsets taxable gains. If your losses exceed gains, you can deduct up to $3,000 against ordinary income ($1,500 if married filing separately). Unused losses carry forward...

Sean Burke’s Perspective: What Are The Most Important Cybersecurity Measures for Small Businesses?

Key Takeaways Create a written data protection policy. Every employee should know the rules for handling sensitive data. Back up data regularly with secure cloud services or encrypted physical backups. Encrypt everything so stolen data is useless to...

The Power of Client Accounting & Advisory Services (CAAS) for Business Growth

Cash is the lifeblood of every business—and understanding how it flows in and out is key to long-term success. By learning how to spot trends in your cash flow, you can avoid surprises, make smarter decisions, and plan for growth with confidence.

5 Financial Tips for Business Success

Cash is the lifeblood of every business—and understanding how it flows in and out is key to long-term success. By learning how to spot trends in your cash flow, you can avoid surprises, make smarter decisions, and plan for growth with confidence.

How to Spot Trends in Cash Flow: Tips & Benefits for Small Business Owners

Cash is the lifeblood of every business—and understanding how it flows in and out is key to long-term success. By learning how to spot trends in your cash flow, you can avoid surprises, make smarter decisions, and plan for growth with confidence.

How to Track Income and Expenses: Tips & Benefits for Small Business Owners

Managing payroll is a big responsibility for any business. From tracking hours to filing tax forms, it requires accuracy, consistency, and time. But the good news is—payroll doesn’t have to be stressful. With the right tools and support, you can streamline your payroll process and focus more on growing your business.

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!