Industries

We speak your industry's
numbers.

Each industry has a partner who has seen your questions many times before. You get the answer, not the research.

Book a free consultation →
A contractor on site, with the firm's practice and bonding figures beside him

The numbers behind the firm

  • 1998

    Founded in Manhattan

    Two partners, one office on West 27th Street.

  • 400+

    Owner-run businesses

    From two-chair dental practices to 40-person contractors.

  • 4.9

    Google rating

    From 212 reviews across both offices.

  • 1 day

    Partner reply time

    Every email and portal message, every business day.

Client stories

Three owners, three different problems. Each one now gets a plan in November instead of a bill in April.

Dr. Megan Walsh in her practice
Dental & medical

Walsh Family Dentistry

A two-chair practice buying out a retiring partner, with no view of cash until April.

“We used to find out what we owed in April. Now we see it every month.”

Dr. Megan Walsh, owner
$38k
tax saved in year one
10th
books closed every month
Read the story
Marcus Hayes, president of Hayes Building Co.
Construction

Hayes Building Co.

A 40-person contractor bidding on jobs without knowing which ones made money.

“Our bonding line went up because the WIP report finally made sense.”

Marcus Hayes, president
+40%
bonding capacity
12
jobs costed monthly
Read the story
Laura Bennett, executive director of Riverside Pantry
Nonprofits

Riverside Pantry

A growing food pantry facing its first single audit and a board asking for monthly numbers.

“Our first audit was calm. The board gets the same report every month.”

Laura Bennett, executive director
3
clean audits in a row
6 wks
990 filed early
Read the story

Results are specific to each client. Your figures will depend on your business.

Licensed, reviewed and accountable

Every partner is a licensed CPA. The firm's work is peer reviewed every three years.

Licenses

  • Certified Public Accountants, New York
  • Certified Public Accountants, New Jersey
  • IRS PTIN and e-file provider
  • Firm permits on file with both state boards

Professional standards

  • AICPA peer review, pass rating (2025)
  • 40 hours of CPE per partner, every year
  • Written quality-control policy, reviewed yearly
  • Engagement letters for every client

Specialist credentials

  • CFP® professional (Daniel Reed)
  • Personal Financial Specialist (Eleanor Ashcombe)
  • Certified in Single Audit (Denise Carter)
  • QuickBooks and Xero certified staff

License numbers are available on request and on each state board's public lookup.

Questions

Before you book

Anything else goes to your partner at the consultation.

Do I have to use all of your services?

No. Most clients start with one. The engagement letter lists only what you ask for.

Which bookkeeping software do you work in?

We work in the software you already use, and we can recommend one if you are starting fresh.

Can you take over mid-year?

Yes. We start with a catch-up close and agree the fee for it separately in the letter.

Do you file state returns?

Yes, for every state where you or your business has a filing requirement.

Bring last year's return. We'll take it from there.

A free hour with a partner. You leave with a written scope and a fixed fee.

Book a free consultation →Call (212) 555-0148