Experienced and Accomplished
Our Decades long success is built on basic principles:
- Strong commitment to our clients and their success.
- Trusted and reliable service
- Excellent client service and support with 24/7 access
ESSENTIAL
ACCOUNTING SOLUTIONS
Essential Accounting Solutions
Your access to a full accounting
and administrative support team!
Servicing Fairfield and Westchester Businesses Since 2013
Bookkeeping
NY and CT Tax Preparation
Payroll Tax Reporting
Account Reconciliation
Month End Reporting
We Build Lasting Relationships
Your Essential Accounting and Bookkeeping Services
Our Service Offerings
Reconciliation
Bank and credit card reconciliation.
Accounts Payable
Accounts payable: includes contact with vendors regularly.
Account Receivables
Accounts receivable: invoicing and receipt of payments.
Payroll
Assist with all area of payroll
Monthly/Quarterly Financial Reports
Financial Statements, balance sheets, income statements, and cash flow analysis
Manage Insurance Policies
Manage all insurance policies. Acquire COI’s as needed, handle yearly renewals and audits.
Budgets and Forecasting
Yearly budgets and produce ongoing budget vs actual reporting: including detail research and explanation of variances.
HR Support
HR Support: handle employee onboarding, inquiries and complete employee verification forms.
Tax Preparation
NY and CT sales tax and corporate tax filing.
Payroll Tax Reporting
Payroll tax reporting and 1099 processing and filing.
CLIENT REVIEWS AND TESTIMONIALS
“As our Business Manager for over three years, Nancy has provided very specialized service for all tax needs, accounting and payroll management. I have referred several colleagues and they are all very happy with her service and expertise. As a Business Owner, there are various moving parts in my business and Nancy always juggles them all seamlessly. She takes a lot of weight off my shoulders knowing I can trust and depend on thoroughness and dedication with every task.
– Jonathan Mathias
Dave Petre
“Nancy is highly competent, diligent, honest and efficient. She delivers great value in organizing and maintaining either your personal or business finances. I could not recommend her more highly.“
– Private high wealth individual
Dave Petre
“Just a quick note to tell you how very satisfied I am with your service. Laura is awesome! If you EVER need a reference, I have a glowing one!
– Robert Mackin Artisan Wines Inc
Dave Petre