Accounting Services
Proactive CPA support for small business owners and independent professionals. Based in Rhode Island and serving clients throughout Rhode Island, Massachusetts, Connecticut, and beyond, we provide tax preparation, bookkeeping, tax planning, and advisory services designed to help you stay organized, plan ahead, and make better financial decisions.
Tax Services
Tax Preparation
Accurate business and individual tax preparation with attention to your full financial picture. We work with LLCs, S corporations, partnerships, and self-employed professionals to help ensure returns are prepared accurately and tax obligations are clearly understood.
Tax Planning
Plan ahead for taxes before year-end. We review income, estimated payments, deductions, entity structure, retirement contribution opportunities, and S corporation considerations to help you manage your tax obligations and identify planning opportunities throughout the year.
Catch-Up Tax Filing & Compliance
Fallen behind on tax filings? We help individuals and business owners get caught up on prior-year returns, organize missing information, and address outstanding filing requirements with a clear path toward becoming current.
Accounting & Advisory
Bookkeeping
Clean, organized financial records that help you understand how your business is performing. Services include account reconciliations, transaction review, and financial reporting designed to give you a clearer picture of your business.
See the monthly plans below →Business Advisory
Use your numbers to make better business decisions. We provide year-round CPA guidance around profitability, cash flow, owner compensation, growth, and other financial decisions so you can move forward with greater clarity and confidence.
See the monthly plans below →QuickBooks & Accounting Cleanup
Behind on your books or unsure whether QuickBooks is set up correctly? We help clean up historical records, organize accounts, correct bookkeeping issues, and establish a stronger accounting foundation going forward. This is often the first step before ongoing monthly bookkeeping begins.
Monthly Plans
Ongoing Bookkeeping & Advisory Support
Bookkeeping and business advisory are delivered through these monthly plans. Choose the level of support that matches how hands-on you want us to be.
Essential Advisor
Ideal for owners who handle their own bookkeeping, but want a CPA to review the books for accuracy, consistency, and tax readiness.
Professional Advisor
We take more of the workload off your plate. Our team handles the monthly categorizing, and meets with you quarterly to review performance, answer questions, and plan ahead.
Elite Advisor
Designed for business owners who want a more hands-on CPA relationship, with priority access, proactive advice, and year-round support for important financial decisions. Annual business tax return preparation is included.
Not sure which fits? We’ll help you choose.