Bookkeeping and tax support for small businesses across Cleveland and Northeast Ohio. Clean books every month, accurate filings, and no year end scramble.
Monthly bookkeeping starts at $350.
For more than 15 years I have worked with small business owners across Northeast Ohio, keeping their books accurate and their filings clean. I am from Cleveland, I live here, and most of my clients are a short drive from the office in Beachwood.
Monthly bookkeeping starts at $350, individual tax returns start at $800 and corporate returns start at $1,500. Flat fees, quoted before the work begins, so there are no hourly surprises.
Clean books are the heartbeat of a healthy corporation. By integrating real-time accounting with proactive tax planning. We deliver the clarity and structure needed to move beyond reactive decisions and lead your business with strategic direction.
We begin with a detailed review of your current bookkeeping records, financial statements, and prior corporate tax filings. This allows us to identify gaps, compliance risks, and opportunities to improve accuracy and tax efficiency.
Our team organizes and maintains your bookkeeping system to ensure accurate transaction recording, reconciliations, and timely financial reporting. Consistent bookkeeping provides the foundation for informed decisions and smooth corporate tax preparation.
We develop a proactive corporate tax strategy based on your financial data and business goals. From estimated payments to federal and state corporate tax filings, every step is handled with precision and compliance in mind.
Through continuous bookkeeping oversight and corporate tax monitoring, we help your corporation stay aligned with regulatory requirements. We also provide ongoing financial insights to support stability and long-term growth.
Transforming businesses with expert financial guidance.
Client since 2023
I needed to file overseas accounts, and was overwhelmed and embarrassed. Had no idea where to go. Josh gave me simple, straightforward advice that even I could understand. We got to work quickly, we were able to work through the process, addressing all my questions in real time.
Client since 2020
This is year 4 for me using Josh. Since the first year they’ve been nothing but professional and provided great service/communication etc. I’ve recommended them multiple times in groups I belong to on Social media. Thanks for all you do Josh!
We begin with a personalized discussion to understand your unique business needs. This foundation allows us to create tailored solutions that ensure compliance and optimize your financial efficiency.
Simply reach out to us through our website or email to schedule an initial consultation. We’ll discuss your business goals, challenges, and how we can support your success. From there, we’ll outline the next steps and begin crafting a plan tailored to your business.
We begin with a comprehensive consultation to understand your goals, followed by market research, and a review of your financials and operations to pinpoint areas for improvement. With a team of experts and trusted partners, we provide tailored solutions to address every aspect of your business.
We work with businesses of all sizes—from startups to small companies—across a wide range of industries, including retail, technology, healthcare, logistics, hospitality, and professional services. Our approach is always tailored to each client’s specific needs, with a focus on helping them grow and succeed.
We specialize in personalized, results-oriented solutions, backed by deep industry insights and a commitment to helping businesses achieve sustained long-term success.
★★★★★ 5.0 from 4 Google reviews
“excellent job with my company’s bookkeeping and my personal tax returns for years”
Gabe K, Google review
“easy to work with, very responsive and were on point and smart”
Cedric E, Google review
“extremely skilled and knowledgeable in bookkeeping”
Olivia Hersh, Google review
“a pleasure to work with and would definitely use his services again”
Ben Kolich, Google review
