Bookkeeping, tax, and advisory services for service businesses across New England and nationwide.

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Bookkeeping and Tax for Harvard Businesses

Bookkeeping and tax services for Harvard businesses. A Fitchburg CPA serving local home services and professional practices.

Bookkeeping for Harvard Businesses

Harvard is a quick drive from our Fitchburg office. We work with business owners in town who need clean books, accurate tax returns, and the kind of financial clarity that comes from working with a CPA who actually understands the numbers. Not a call center or a faceless app. A real person with real credentials handling your financial back office.

Most Harvard businesses we serve are home service providers working with the area’s homeowners or small professional practices run by one or two principals. These aren’t businesses that need a full accounting department. They need someone competent handling the books and taxes so they can focus on clients and operations.

Monthly Bookkeeping

Transaction categorization, bank reconciliation, and monthly financial statements. Your books close every month and you know where the business stands without doing the work yourself.

Tax Preparation

Personal tax returns handled by a CPA and Enrolled Agent. Because we keep your books, tax time is straightforward. The numbers are already organized and ready.

Tax Planning

Proactive tax strategy that works to lower what you owe. For higher-earning business owners, the planning often matters more than the filing.

Payroll

Full payroll processing with tax deposits, quarterly filings, and year-end W-2s. Your team gets paid on time and the payroll taxes are handled correctly.

Harvard Businesses We Work With

Harvard has about 6,500 residents and a lot of established businesses that serve both local homeowners and the surrounding region. Landscapers, property maintenance companies, pool services. Consultants and professional practitioners who live in Harvard and work from home or travel to clients across New England.

These are often owner-operated businesses with real revenue but no accounting staff. The books get behind, tax season becomes stressful, and nobody has a clear picture of what the business actually made last quarter. We provide bookkeeping and tax services that fill that gap without the cost of a full-time hire.

Home and Property Services

Landscaping, lawn care, pool maintenance, pest control, and property upkeep. We handle the seasonal revenue swings, equipment costs, and subcontractor 1099s that come with this work.

Professional Practices

Architects, engineers, surveyors, financial advisors, and similar professionals. Project-based billing, profitability tracking, and books that support your practice as it grows.

Consultants

Management consultants, HR consultants, business coaches, IT consultants. Clean books, invoicing support, and the entity and tax planning that can meaningfully lower a solo consultant’s tax bill.

Service Businesses

The range of service businesses that operate in a semi-rural community. We keep the financial side organized so you can focus on the work you actually do.

Common Questions

Where is your office located?

We're in Fitchburg, a short drive from Harvard. Most of our work happens remotely, but we're local and available when you need to meet.

What does monthly bookkeeping cost?

Starting at $199 per month based on your transaction volume. We quote a flat rate after learning about your business so you know exactly what to expect.

Do you handle tax preparation as well as bookkeeping?

Yes. Simona is a CPA and Enrolled Agent, so we handle both bookkeeping and personal tax returns in-house. Your books stay connected to your taxes year-round.

Can you help with tax planning, not just filing?

Yes. For business owners with higher incomes, proactive tax planning often saves more than the cost of the service. We look at timing, deductions, retirement strategies, and entity structure.

How quickly can you get started?

Usually within a week. If your books need cleanup first, we handle that before moving to monthly service. Most clients start there.

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.

Massachusetts bookkeeping and accounting firm helping service businesses across New England and nationwide. We go beyond recording transactions to show owners what their numbers actually say about their business. Founded by Simona Leppala, a CPA and Enrolled Agent.

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