Bookkeeping, QuickBooks, payroll, and tax — handled by one advanced ProAdvisor, start to finish.
The core of what we do. Each month we categorize every transaction, reconcile your bank and credit card accounts, and deliver a profit and loss statement and balance sheet you can actually read. No more guessing whether you made money last month.
QuickBooks is only as good as the way it’s set up. As an Advanced QuickBooks ProAdvisor certified at QuickBooks Online Level 2, we build company files with a chart of accounts that fits your business, connect your bank feeds, and train you on what to do — and what not to do — day to day.
Already have QuickBooks and it’s a mess? Cleanup is one of our most-requested services: years of miscoded transactions, duplicate entries, unreconciled accounts, balances that never quite made sense. We’ll scope it and tell you what it will take before you commit to anything.
Certified in QuickBooks Workforce. We run payroll on your schedule, file federal and New York State payroll taxes, and handle year-end W-2s and 1099s. Your people get paid on time and you stay compliant.
As an Enrolled Agent, Rami is federally licensed to prepare returns and represent taxpayers before the IRS — the same representation rights as a CPA or attorney. We prepare business returns (Schedule C, S-corp, partnership) and individual returns, and flag planning opportunities before year-end rather than after.
Cash flow projections, budgeting, entity structure questions, or a second opinion before a big decision. Book time with a CMA and get a straight answer instead of a sales pitch.
Pricing. Every business is different, so we quote each engagement after a free 20-minute consultation. No hourly surprises — you’ll know the price before we start.