Our services
Accounting
We help you with all your business tax problems and make sure you follow all the tax rules. If you have trouble with the tax people or owe money you can't pay, we help fix it. We know how to talk to the government about your taxes and keep your business safe from tax problems.
Bookkeeping clean up
We check your bank and credit card statements to make sure every transaction is recorded correctly. This catches errors and keeps your books accurate.
Messy financial records can make running a business stressful. Maybe your books are out of date, full of errors, or just a big jumble. Or perhaps you’re launching a new business and need a fresh bookkeeping system from scratch. Our Bookkeeping Cleanup service fixes old records or sets up new ones, so your finances are clear, accurate, and ready for success.
What we do:
Fix messy or old financial records.
Set up new bookkeeping files for startups.
Organize your money in and out.
Get your books ready for taxes or growth.
What You get:
Clean, accurate financial records.
Less stress about messy books.
A strong start for your business’s money.
Ready to clean up your books? Click below to get started or call us today!
Bookkeeping maintenance
Our Bookkeeping Maintenance service takes care of your finances regularly, so your books stay clean, accurate, and ready for anything—like taxes, loans, or growing your business.
Bookkeeping maintenance is when we track your business’s money in and out every week or month. We record sales, expenses, bills, and payments to keep your financial records up to date. This helps you know how your business is doing, avoid mistakes, and be prepared for tax season or big decisions.
What we do:
Record your sales and expenses every month.
Check your bank statements for accuracy.
Give you simple reports about your money.
Keep your books ready for tax time.
What You get:
Clean books all year long.
No worries about taxes or messy records.
A clear view of your business’s money.
Bookkeeping Year-End Close
We check your bank and credit card statements to make sure every transaction is recorded correctly. This catches errors and keeps your books accurate.
Messy financial records can make running a business stressful. Maybe your books are out of date, full of errors, or just a big jumble. Or perhaps you’re launching a new business and need a fresh bookkeeping system from scratch. Our Bookkeeping Cleanup service fixes old records or sets up new ones, so your finances are clear, accurate, and ready for success.
What we do:
Check your books for mistakes.
Fix errors and organize records.
Make final reports for taxes.
What You get:
Books ready for tax filing.
No worries about errors.
A smooth start to the new year.
CFO Advisory
Running a business is hard, and managing money can be even harder. Our Fractional CFO and Tax Advisory Services give you expert help to make smart money choices and save on taxes without hiring a full-time CFO.
A CFO is like a money coach for your business. They help you understand your finances, make plans to grow, and avoid money problems. “Fractional” means we work with you part-time, so you get expert help without paying for a full-time employee. Our tax advisory service helps you save money on taxes by finding deductions, credits, and smart strategies. Together, these services make your business stronger and your taxes easier.
What we do:
Help you understand your money.
Give you advice to grow your business.
Find ways to save money on taxes.
What You get:
A clear view of your business finances.
Less stress about taxes and finances.
Get in touch
Contact Steven Palmieri now for integrated, full-service financial consulting!
Improve your credit score fast, reduce tax liabilities, and achieve long-term financial stability.