Bookkeeping and Tax Services for Marlborough Businesses
Bookkeeping, tax planning, and payroll for Marlborough businesses. A CPA and Enrolled Agent serving professional services, consultants, and more.
What We Do
We provide small business bookkeeping services, tax preparation, and payroll for businesses throughout Marlborough. Monthly transaction tracking, financial statements, tax returns, and the ongoing accounting work you need to run operations without hiring someone full-time. Simona Leppala is a CPA and Enrolled Agent, so the bookkeeping and tax work stay under one roof instead of being split across multiple firms.
Our clients in Marlborough tend to be professional service firms, consultants, IT and B2B companies, along with restaurants and salons. The kind of businesses that benefit from having a credentialed accountant who understands their numbers and can help with both the books and the tax planning.
Monthly Bookkeeping
Monthly Bookkeeping
Transaction categorization, bank reconciliation, monthly close, and financial statements. Your books stay current every month without you spending evenings trying to figure out QuickBooks.
Tax Preparation
Tax Preparation
Personal tax returns prepared by a CPA using books we’ve maintained all year. The numbers are already clean and categorized correctly, which means fewer surprises at filing time.
Tax Planning
Tax Planning
Proactive tax planning that happens throughout the year rather than at filing time. Entity structure decisions, retirement strategies, and deductions planned ahead instead of discovered too late.
Payroll Processing
Payroll Processing
Full payroll service including tax deposits, quarterly filings, and year-end W-2s. Your team gets paid on time and the payroll taxes are handled correctly without you tracking deadlines.
Marlborough Businesses We Work With
Marlborough has more business density than most cities its size. The corporate and office presence along Route 20 and I-495 means a strong base of professional services, IT companies, and consultants operating here. These are businesses with real revenue and real complexity, the kind where having a CPA handle the books and taxes together makes a meaningful difference.
We work with businesses doing $50K to a few million in revenue. Professional firms, consultants, B2B and IT services, plus the restaurants and salons that serve the local workforce. If you’ve grown past doing your own books but don’t need a full-time accountant on staff, that’s the gap we fill.
Consultants
Consultants
Management consultants, HR consultants, business coaches, and IT consultants. Simple books, clean invoicing, and the tax planning that can meaningfully lower what a solo consultant owes. Entity structure, retirement strategies, and quarterly estimates handled properly.
B2B and IT Services
B2B and IT Services
IT service providers and staffing agencies with recurring contracts and complex receivables. We track revenue by client, manage payroll for your team, and keep the books tight as you scale.
Professional Services
Professional Services
Architects, engineers, surveyors, and financial advisors. Project-based billing, profitability tracking by engagement, and the tax planning that professional practice owners need to keep more of what they earn.
Restaurants and Salons
Restaurants and Salons
The restaurants, bars, hair salons, and spas that serve Marlborough’s workforce. High transaction volume, tip tracking, sales tax, payroll for staff, and the worker classification issues that come with booth rentals and tipped employees.
Common Questions
Do you serve businesses throughout Marlborough?
Yes. We work with businesses across Marlborough and the surrounding I-495 corridor. Everything happens remotely so your specific location in the area doesn't matter.
What's the cost for monthly bookkeeping?
Starting at $199 monthly based on your average monthly spend. We'll give you exact pricing after learning about your business.
Do I need to meet in person?
Not required. We handle everything remotely through secure document sharing and regular communication. Most Marlborough clients prefer it that way.
How long does it take to get started?
Usually within one week. If your books are behind, we start with catch-up work to get you current. If they're already in decent shape, we move straight into regular monthly service.
What credentials does your firm have?
Simona Leppala is a CPA and an Enrolled Agent. That means bookkeeping, tax preparation, and tax planning are all handled in-house by a credentialed professional rather than outsourced to separate firms.
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.