Monmouth NJ CPA, Bookkeeping & Tax Accountant

Stop Overpaying in Taxes & Start Building Wealth

Our comprehensive outsourced accounting packages combine proactive tax reduction planning, pristine bookkeeping, and year-round advisory services to help profitable small businesses keep more of what they earn. Choose the level of support that matches your business complexity and growth goals.

Pricing Plans

Basic plan
Ideal for startups & solopreneurs.
$500 - $975
per month
Monthly bookkeeping & reconciliation
Quarterly financial reports
Personal & business tax preparation
Business plan
Perfect for growing businesses.
$975 - $2.5k
per month
Everything in Basic Plan, PLUS:
Payroll for up to 5 employees
Tax projection & planning
Business health check-up (biannual)
Enterprise plan
Comprehensive support for established businesses.
$2.5k - $5.5k
per month
Everything in Business Plan, PLUS:
Dedicated bookkeeper
Customized financial reporting & analysis
Budgeting & Forecasting
CFO-Level Advisory

What's Included in Our Outsourced Accounting Model:

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Accounting
Bookkeeping
Tax Reduction
CFO Guidance

We'll clean up your books, establish a perfect chart of accounts and ensure you're setup correctly.

Provide an in-depth analysis of your taxes, financial situation and accounting system.

We'll create a comprehensive tax reduction plan for the current year and the future, identifying how to keep more of what you make.

We'll provide excellent bookkeeping every month, keeping you up to date and doing it to perfection.

We'll set you up on the best payroll, and either run it for you or equip your staff to do it.

We'll pay in your taxes throughout the year according to the tax plan, which eliminates year end surprises. Never overpay or build up a huge tax bill.

We'll provide monthly or quarterly reports and management dashboards for key performance indicators.

We'll meet before year end to make major tax mitigation decisions around investments, purchases and strategy.

We'll close out your books and perform high levels of year end reporting.

We'll make year end tax season a breeze since we've done all the bookkeeping, tax payments & tax plans.

We'll prepare & file your taxes.

We'll guide you to build tax efficient wealth & provide guidance on mitigating risks for you, your business & family.

Don't Settle for Reactive Accountants

Are You Doing Everything Possible to Reduce Your Taxes?

Book a tax reduction & accounting analysis today, and we'll help you see what you can do to reduce your taxes and improve your business.