Services for your business.

We are your one stop shop for finance related services for your business.

Businesses have unique needs and we can serve them.

1. We are able to provide Bookkeeping and Accounting Services all the way to FP&A and CFO services as your business grows and scales.

2. We also provide businesses with support for tax planning, tax strategy and tax compliance.

Overall, we help take the stress of the unknown away so you can focus on your business and we can help you with your finances.

We have had the pleasure of working with Alex Roytenberg for the past 5 years, and he has consistently provided us with the most reliable, timely, and trusted tax accounting services. Alex’s professionalism and attention to detail have been invaluable, ensuring our financials are always in impeccable order. Alex has never skipped a beat, and we highly recommend his services to anyone in need of a top-tier tax accountant. – Bilyana F. Co-Founder and CEO of VC Backed Company in NY and London

Accounting, Bookkeeping, Taxes customized for your business needs.

Complete Business Taxes

We will take care of your tax reporting needs so you can focus on running your business.

Timely Financial Reporting

We will make your financial reporting timely and complete so you can make informed decisions.

Outsourced CFO Services

Projections, industry standards and current market conditions are always changing and we are able to help you with FP&A, strategic accounting, and many other things.

Industries we serve

Venture Backed Companies

The needs and expectations of high growth venture backed companies are very different from those of more traditional companies:

Tax credits – we can help identify credits applicable to your business beyond R&D credit.
Solving complex tax issues resulting from remote teams and clients across the nation.
Using our extensive experience to make sure you are Audit, M&A or IPO ready

Professional Services

Professional service companies, from law firms to wealth management firms, doctors, dentists, and other medical professionals

We can help identify credits applicable to your business beyond R&D credit
High margin or irregular cash flows require careful planning to make sure clients are able to maintain their lifestyles, and provide opportunities for tax savings
Making sure the financial and operational systems are in place to help you scale

Marketing Agencies

Marketing agencies are unique opportunities to provide great services to clients while also optimizing their returns and margins:

Management and advice on financial reporting requirements specific to marketing agencies
Managing seasonality of work and cash flow and their impacts on hiring and structuring of compensation
Bespoke approaches to identifying additional margin while providing consistent service to clients is critical

E-commerce (DTC/FBA/FBM)

E-commerce is a completely different breed of businesses and operators who worry about a lot of different financial factors from cash flow to taxes or trying to anticipate future trends. We are here to help remove the financial and tax headaches:

Cash flow planning and projections
Multistate tax reporting and compliance
Making introductions for business transactions