Complete Accounting Solutions in Hauppauge, NY
Bank Reconciliation & Cash Management
Matching bank activity to your records to identify discrepancies and ensure financial accuracy.
General Ledger Maintenance & Review
Reviewing and maintaining your ledger to ensure accounts are accurate, organized, and compliant.
Prepare & Record Journal Entries
Recording, adjusting, and recurring entries to keep financials complete and up to date.
Payroll Tax Filings
Preparing and submitting payroll-related tax filings to ensure compliance with all regulations.
Sales Tax Filings
Calculating, preparing, and filing sales tax reports to help you stay compliant and audit-ready.
Accounts Receivable
Managing customer invoicing, payment application, and tracking to support consistent cash flow.
Accounts Payable
Processing vendor bills, scheduling payments, and maintaining clear, organized payables records.
Inventory Preparation and Review
Ensuring inventory is recorded, valued, and reconciled properly for accurate financial reporting.
Establish Policies and Procedures
Creating structured accounting processes that improve consistency, accuracy, and workflow efficiency.
Interim Accounting
 Support
Providing temporary or supplemental accounting coverage during staffing gaps or busy periods.
Staff Training and Support
Training your internal team on proper bookkeeping practices, systems, and reporting processes.
Financial Statement Preparation
Preparing clear and accurate financial statements for internal use, audits, or regulatory reporting.
ST-3 Preparation & Other Reporting Requirements
Completing and filing the New York State forms for school districts with accuracy and compliance.
Grant Reporting
Tracking grant revenue and expenses, preparing required schedules, and ensuring reporting compliance.
Capital Reporting
Managing and reporting capital project activity to support audits, budgeting, and board review.
Specialized Accounting for Diverse Industries
I bring extensive experience working with a wide range of sectors, each with its own accounting requirements and reporting standards.
Governmental
Not-for-Profits
School Districts
Retail
Real Estate
Construction
Professional Services
Get the Support You Need
Let’s simplify your accounting and keep your financial operations running smoothly. I’m here to answer questions and guide you every step of the way.