Services
Four services, one partner, one fixed fee.
Most clients start with tax or bookkeeping and add the rest once the books are clean. Whatever you pick, the same partner stays on your file.
What every client gets
Whether you start with one return or the full monthly close, these come with it.
A fixed fee, in writing
Your engagement letter sets the price before work begins, and it doesn't change mid-year.
One named partner
The partner you meet at the consultation stays on your file and signs your return.
A reply within one day
Every email and portal message gets a partner's answer by the next business day.
A secure client portal
Upload, sign and track documents in one encrypted place, never in email threads.
A November planning call
We plan your tax year before it ends, so April holds no surprises.
Books closed by the 10th
Reconciled every month and reviewed by a partner before the numbers reach you.
How a new client starts
About two weeks from the first call to the first close.
1
Free consultation
An hour with a partner, at our office or by video.
2
Fixed-fee letter
Scope and price agreed in writing before we start.
3
Secure onboarding
Portal invite and a checklist of what we need.
4
Your monthly rhythm
Books closed by the 10th, a partner call each quarter.
What our clients say
Owner-run businesses from Manhattan to Montclair, in their own words.
★★★★★
We used to find out what we owed in April. Now Daniel walks us through it every quarter and the number never surprises us.
Dr. Paul Kessler
Kessler Family Dental, Montclair
★★★★★
Job costing finally matches what happens on site. Our bonding company asked who does our books, which has never happened before.
Marcus Hayes
Hayes Building Co., Queens
★★★★★
Tips, payroll and sales tax used to eat my Sundays. Now the books close by the tenth and I spend Sundays in the kitchen.
Tony Russo
Russo's Trattoria, Hoboken
★★★★★
Denise's team made our first audit calm. Our board got a clean opinion and our grantors got their reports early.
Laura Bennett
Executive director, Riverside Pantry
★★★★★
They set up our inventory accounting before the holidays and caught a sales tax problem that would have cost us thousands.
Jessica Hollis
Owner, Hollis Street Boutique
★★★★★
Six rentals, two LLCs and a 1031 exchange. Robert keeps it all straight and I know my estimated payments before I ask.
Michael Grant
Real-estate investor, Brooklyn
Questions
Before you book
Anything else goes to your partner at the consultation.
Do I have to use all of your services?
No. Most clients start with one. The engagement letter lists only what you ask for.
Which bookkeeping software do you work in?
We work in the software you already use, and we can recommend one if you are starting fresh.
Can you take over mid-year?
Yes. We start with a catch-up close and agree the fee for it separately in the letter.
Do you file state returns?
Yes, for every state where you or your business has a filing requirement.
Bring last year's return. We'll take it from there.
A free hour with a partner. You leave with a written scope and a fixed fee.
CPAs for owner-run businesses and the families behind them.
118 West 27th Street, New York
21 Church Street, Montclair