Bookkeeping and Accounting Services for Small Businesses
Full-service bookkeeping and accounting for service businesses. We keep your numbers clean and show you what they actually mean for your business.
CPA-Led Bookkeeping for Service Businesses
Any of This Sound Familiar?
Most new clients come to us with at least one of these problems.
The Books Are Months or Years Behind
You meant to stay on top of it. Now there's a backlog and a deadline approaching. We get the books current and set up a system that keeps them that way. Most clients are surprised how quickly we can clean it up.
No Idea Which Clients Are Profitable
Some clients bring in money. Others drain your time and pay late. Clean books show you which is which. We set up reporting that tracks profitability so you can make smarter decisions about where to focus.
Cash Disappearing Without a Trace
Money comes in, money goes out, and there's never much left at the end of the month. You're not sure if it's labor, supplies, or something else. Monthly reports that make sense will show you exactly where it's going.
Tax Time Is Always a Scramble
Last year you were pulling together receipts at the last minute. Simona is a CPA, so she keeps your books clean and tax-ready all year. Clean monthly books mean everything is already organized when filing time comes.
Payroll Has Gotten Complicated
When it was just you, it was manageable. Now there are employees, withholdings, quarterly filings, and mistakes you can't afford. We take payroll off your plate and handle the tax filings that come with it.
An Urgent IRS Notice Just Arrived
That letter from the IRS isn't going to answer itself. As an Enrolled Agent, Simona can represent you directly before the IRS. We handle the correspondence and work the issue to resolution.
Why Work With Us
Your books deserve more than a few rushed hours on a weekend night. We bring the credentials and attention your business needs.
CPA and Enrolled Agent
Simona holds both credentials. Your bookkeeping, tax preparation, and IRS representation are all handled in-house by someone qualified to do the work right. No handing things off to another firm.
Massachusetts Based
We're located in Fitchburg and serve businesses across New England and nationwide. Local clients get someone whose reputation is here. Remote clients get the same level of attention.
8+ Years Experience
Eight years across multiple firms in Massachusetts, New Hampshire, and Rhode Island. We've seen the problems that trip up service businesses, and we've solved them before.
Direct Communication
You work with Simona directly. Questions get answered. Problems get handled. No phone trees, no account managers, no wondering who's actually looking at your books.
Our Services
Start with bookkeeping. Add personal tax, payroll, and advisory support as needed.
Full-Service Bookkeeping
Ongoing monthly bookkeeping that keeps your financials accurate and current. We categorize every transaction, reconcile your accounts, and deliver clean monthly reports so you always know where the business stands.
Catch-Up Bookkeeping
If your books are behind or were never set up right, we bring them current and accurate before moving you onto ongoing monthly work. We reconcile your accounts, fix miscategorized transactions, and rebuild clean records for the months or years that got away from you.
Bill Payment
We manage your accounts payable so bills get paid on time, every time. We track what is due, schedule payments, and record everything cleanly in your books.
Accounts Receivable & Invoicing
We create and send your invoices, track what is outstanding, and record payments when they come in. You get a clear picture of who owes you and who pays on time.
Payroll System Setup & Training
A one-time setup that gets your payroll system configured correctly, with hands-on training so you can run it confidently on your own. We handle the configuration, walk you through the process, and make sure you are set up to pay your team accurately.
Full-Service Payroll
Ongoing payroll processing from start to finish. We run payroll each pay period, calculate and deposit payroll taxes, file quarterly returns, and prepare year-end W-2s. Your team gets paid accurately and on time.
1099 Preparation
We prepare and file your 1099 forms for contractors and vendors, accurately and on time. We track who needs one, gather the details, and handle the filing so you stay compliant without the year-end scramble.
QuickBooks Online Setup & Training
We set up QuickBooks Online correctly for your business and train you to use it properly. We configure your chart of accounts, connect your bank feeds, and walk you through day-to-day use.
Sales Tax Management
We handle your sales tax from calculation to filing, tracking the right rates and submitting on time. You stay compliant across the jurisdictions where you owe, without tracking rate changes and deadlines yourself.
Personal Tax Returns
Individual federal and state tax return preparation by a CPA and Enrolled Agent. We cover all income sources, deductions, and credits, and look for everything you are entitled to.
IRS Tax Representation (Enrolled Agent)
If you get an IRS notice or face an audit, Simona can represent you before the IRS directly. As an Enrolled Agent, she has full authority to handle correspondence and work the matter to resolution.
Tax Audit Support
If you are facing an IRS or state audit, we guide you through it. We help prepare your documentation, draft responses, and walk you through each step.
Tax Strategy
Proactive tax planning that works to lower what you owe, handled year-round rather than at filing time. We look at entity structure, timing, deductions, and retirement strategies.
External Controller
A second set of eyes and a layer of oversight on top of your existing accounting. We review the work, tighten reporting, and add controller-level rigor, so you get more confidence in your numbers without adding a full-time hire.
Budgeting & Cash Flow Forecasting
We build budgets and project your cash flow so you can plan ahead instead of reacting. You get a clear view of what is coming, where shortfalls might appear, and the information to make confident decisions about spending and growth.
Financial Strategy
We analyze your financial data to guide decisions on growth, profitability, pricing, and resource allocation. You get insight grounded in your actual numbers.
Fractional CFO
Ongoing CFO-level support for growing service businesses. We handle cash flow forecasting, financial analysis, and strategic planning so you have a senior financial partner without the full-time salary.
Industries We Serve
We specialize in service businesses. That focus means we understand the numbers behind landscapers, restaurants, salons, consultants, and more.
Home & Property Services
Home & Property Services
Bookkeeping and tax for landscapers, roofers, pest control, and pool services. Seasonal revenue, equipment costs, and 1099s handled by a CPA.
Cleaning Services
Home & Property Services
Bookkeeping and payroll for cleaning businesses with worker classification handled right by a CPA and Enrolled Agent.
Facility Services
Home & Property Services
Bookkeeping and payroll for property management, building maintenance, and security companies. We track recurring contracts, run crew payroll, and deliver monthly reports so you always know where your operation stands. Backed by a CPA and Enrolled Agent.
Medical & Dental Practices
Health & Dental
Bookkeeping, payroll, and tax planning for practice owners. We keep the books clean and help you keep more of what you earn. Backed by a CPA and Enrolled Agent.
Professional Services
Professional & Creative
Bookkeeping and tax planning for professional service firms. We track profitability by project, run payroll for your staff, and bring CPA-level tax planning to help you structure the practice and your personal taxes the right way.
Creative Services
Professional & Creative
Your creative business has equipment to deduct, freelancers to 1099, and projects to track. We handle the books and the tax planning so you can focus on the work.
Consultants
Professional & Creative
Bookkeeping and tax planning for management consultants, HR consultants, business coaches, and IT consultants. We handle invoicing and lean books while Simona's CPA and Enrolled Agent credentials open up the entity structure and tax planning that lowers a solo consultant's tax bill.
B2B Services
Professional & Creative
Staffing agencies run on payroll. IT services run on contracts. We handle the books, the pay runs, and the receivables so you can focus on clients.
Restaurants & Bars
Food & Beverage
Thin margins leave no room for guessing. We keep the numbers tight so you know exactly where the money goes.
Salons & Spas
Personal Care
Salon and spa bookkeeping gets complicated by worker classification, tips, and retail sales. We keep booth renters and employees sorted correctly, track tips, handle payroll and 1099s, and file sales tax on retail products. As a CPA and Enrolled Agent, Simona knows the classification rules and keeps you compliant.
CPA + EA
Dual Credentials
8+
Years Experience
Zero
Outsourced Work
New England's CPA-Led Bookkeeping Partner
The Next Step:
A Quick Conversation
We'll listen, ask a few questions, and show you exactly how we can help.