Bookkeeping & Tax Services for Shrewsbury Businesses
Bookkeeping and tax for Shrewsbury practices, professional firms, and local businesses. Monthly financials at flat rates, backed by a CPA and Enrolled Agent.
Bookkeeping and Tax for Shrewsbury
We provide bookkeeping and tax services for small businesses in Shrewsbury and the surrounding Worcester area. Monthly bookkeeping, payroll, tax preparation, and the catch-up work when books have fallen behind. Everything handled by a CPA and Enrolled Agent who understands what practice owners and professional service firms actually need from their numbers.
Shrewsbury has a concentration of businesses where the owner is highly skilled at what they do but not particularly interested in accounting. Medical practices, dental offices, wealth management firms, salons. The books matter for these businesses, both for day-to-day decisions and for the tax planning that can save real money. That’s where we come in.
Monthly Bookkeeping
Monthly Bookkeeping
Transaction categorization, bank and credit card reconciliation, monthly financial statements. Your books stay current and accurate without you spending evenings catching up on QuickBooks.
Tax Planning and Preparation
Tax Planning and Preparation
Simona is a CPA and Enrolled Agent, so tax work stays in-house. Personal returns, quarterly estimates, and year-round planning that looks at entity structure, deductions, and retirement strategies for practice owners.
Payroll Services
Payroll Services
Full payroll processing including tax deposits, quarterly filings, and year-end W-2s. Your staff gets paid accurately and on time, and you stop worrying about payroll tax deadlines.
Catch-Up Bookkeeping
Catch-Up Bookkeeping
If your books are months or years behind, we get them current before moving into ongoing service. Most clients started exactly there. We clean up the backlog so you have reliable numbers going forward.
Shrewsbury Businesses We Work With
The town has a strong mix of professional and service businesses. Medical and dental practices along Route 9 and near the hospital. Wealth management and professional service firms. Salons, med spas, and restaurants serving the local community. Each has different books, but most share a common problem: the owner is too busy running the business to keep up with the financial side.
We work with businesses doing anywhere from $200K to a few million in revenue. Big enough to need real bookkeeping and tax planning, not big enough to justify hiring someone full-time. That’s the gap we fill.
Medical and Dental Practices
Medical and Dental Practices
Practice owners deal with insurance receivables, patient balances, equipment purchases, and payroll for clinical and front-office staff. We keep the practice books clean and handle the tax planning that high-earning practitioners benefit from.
Professional Services
Professional Services
Wealth management firms, financial advisors, architects, engineers. Project-based billing, retainer revenue, and the overhead tracking that professional firms need. We keep the books accurate and help you see profitability by client or engagement.
Salons and Med Spas
Salons and Med Spas
Worker classification, tip tracking, product sales, and the sales tax that comes with retail. Shrewsbury has its share of salons and med spas, and we know how to handle the bookkeeping issues that make these businesses tricky.
Restaurants and Cafes
Restaurants and Cafes
High transaction volume, daily sales, tip tracking, payroll for tipped employees. Thin margins mean the numbers need to be tight. We handle the bookkeeping and sales tax so you can focus on running the kitchen and floor.
Common Questions
Do you work with businesses throughout Shrewsbury?
Yes. We work with businesses across Shrewsbury and the surrounding Worcester-area towns. Everything happens remotely, so your specific location doesn't matter for the quality of service you receive.
What does monthly bookkeeping cost?
Starting at $199 per month, based on your average monthly spend. We'll give you an exact quote after a short conversation about your business.
Do you work with medical and dental practices?
Yes. Shrewsbury has a strong concentration of practices, and we handle the bookkeeping, payroll, and tax planning that practice owners need. As a CPA and Enrolled Agent, Simona understands the equipment deductions, retirement strategies, and receivables tracking that matter for practitioners.
Can we meet in person?
Most of our work happens remotely, which works well for busy practice owners and professionals. We're based in Massachusetts, and we're happy to meet if that's helpful for you.
My books have fallen behind. Can you help?
Yes. Many clients come to us with books that are months or years behind. We handle the cleanup first and then move you onto ongoing monthly service so it doesn't happen again.
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.