Bookkeeping, tax & advisory for owner-led businesses.
Monthly bookkeeping, payroll support, business and personal tax coordination, and year-round guidance for sole proprietors, LLCs, S corporations, and growing small businesses.
- North Easton, MAA local practice, not a call center
- One connected relationshipBooks, tax and payroll that actually talk to each other
- Pan-Mass ChallengeDan and his family ride every year
Every owner arrives somewhere different.
Pick the one that sounds like you. It changes what we'd actually do first — and what the first conversation is about.
You're the bookkeeper, and it's eating your evenings.
Spreadsheets or a subscription nobody reconciles. It mostly works until something needs answering — a lender, an estimated payment, a question about whether you can afford to hire.
WHAT THAT USUALLY INVOLVES
- Monthly bookkeeping with a real close, not just categorized transactions
- One set of books your tax return is actually built from
- A named person who answers when you ask what a number means
Nothing is broken. It just does not connect.
Most owner-led businesses end up with a bookkeeper, a tax preparer and a payroll provider who have never spoken to each other. Everyone does their part correctly. The problems appear at the joins — and they show up as questions nobody can answer quickly.
“What did the business make last quarter?”
If answering that means a weekend of work, the record is not doing its job — and every decision waiting on it gets made on impression instead.
“Why is there no money if we were profitable?”
Ordinary and explainable: loan principal, equipment, owner draws, invoices not yet collected, tax accruing. All visible in the records, and invisible on a profit and loss statement alone.
“Why is the tax bill this big?”
Usually because nobody looked while the year was still open. By the time a return is prepared, almost every number in it is already fixed.
“Who was supposed to file that?”
The most expensive question in small-business accounting, and it is almost always a boundary nobody wrote down rather than a mistake anyone made.
None of these need a bigger firm. They need the books, the return and the conversation in between to be held by the same people — which is the whole reason this practice is set up the way it is. How that works in practice →
Four services that actually talk to each other.
Most owners are stitching together a bookkeeper, a tax preparer, and a payroll provider who never speak to each other. These connect.
Bookkeeping Services
Monthly books that actually close, so every other decision rests on real numbers.
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Business Tax Preparation & Planning
From compliance to growth strategies, we help businesses in North Easton thrive.
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Payroll Support
Payroll support coordinated with your bookkeeping and your return. Who does what is agreed in writing before any work starts.
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Small Business Advisory
Regular reviews of the numbers, and someone to think decisions through with you.
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Four steps, and no surprises in the middle.
A conversation, not a pitch
How the business runs, what's on fire, and whether we're the right fit. If we're not, we'll say so.
We look at what you actually have
Current books, prior returns, entity setup, payroll situation. This is where the real scope becomes clear.
You get a scope and a price
What's included, what isn't, what it costs, and when it starts — before any work begins.
Then it runs on a rhythm
Monthly close, quarterly planning, and a person who answers when you call.
The same person, every time you call.
The practice is small on purpose. There are no account managers, nothing is handed to a team you have not met, and the person who works on your books is the person who picks up the phone.
That is also the trade-off, stated honestly: a small practice is not right for every business. Where yours needs specialist depth we do not have, we will say so rather than take the work.
Dan
Founder
The practice is small on purpose. The person who works on your books is the person who answers when you call — there are no account managers and nothing gets handed to a team you have not met.
Founder Dan and his family are actively involved in the Pan-Mass Challenge.
Find out where you stand.
Tell us how the business is set up and what's currently a mess. We'll tell you what we'd do first, and what it would cost.
Please don't send Social Security numbers or tax documents through this form.