Accounting Services for Small and Family-Owned Businesses in New Jersey

Based in Denville, NJ, we provide comprehensive accounting services for small businesses and family-owned companies throughout New Jersey with a personalized, family-business approach.

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Comprehensive Accounting for Growing Businesses

From financial statements to strategic guidance, we provide the accounting support your business needs to thrive.

Financial Statements

Accurate monthly, quarterly, and annual financial statements including P&L, balance sheet, and cash flow statements.

Tax Preparation Support

Organized books and documentation ready for your tax preparer. We work seamlessly with your CPA.

Financial Analysis

Deep analysis of your financials to identify trends, opportunities, and areas for improvement.

Budget & Forecasting

Create realistic budgets and financial forecasts to guide business decisions and plan for growth.

KPI Dashboards

Custom dashboards tracking the metrics that matter most to your business—margins, cash, revenue trends.

Audit Preparation

Financial audit support including documentation, reconciliation, and communication with auditors.

Accounting Services Built for Family Businesses

Private Equity Experience

With 17+ years of private equity experience, we bring institutional-grade accounting practices to small businesses and family-owned companies without the corporate complexity.

Understanding Family Dynamics

We understand that family businesses have unique needs—from succession planning to keeping family values while scaling. Our personalized approach respects your business culture.

Serving New Jersey Businesses

Based in Denville, we serve small businesses throughout Morris County, Northern New Jersey, and the entire state. Available for in-person meetings or virtual consultations.

Strategic, Not Just Compliance

We go beyond basic accounting. We help you understand your numbers and use them to make better decisions about pricing, hiring, expansion, and more.

Who We Serve in New Jersey

  • Family-owned businesses looking to professionalize their accounting systems
  • Small to medium-sized businesses outgrowing basic bookkeeping
  • E-commerce companies needing specialized revenue recognition and inventory accounting
  • Businesses preparing for bank financing, investors, or potential exit
  • Companies that need strategic CFO-level guidance without hiring full-time
  • Growing businesses that want to understand their financial performance better

Our Approach to Small Business Accounting

01

Discovery & Assessment

We review your current accounting setup, pain points, and goals to create a customized plan.

02

Implementation

We clean up your books, implement best practices, and set up systems for ongoing accuracy.

03

Ongoing Support

Monthly accounting services with strategic insights to help you grow your business confidently.

Frequently Asked Questions

What accounting services do you provide to small businesses in New Jersey?

We provide comprehensive accounting services including financial statement preparation (P&L, balance sheet, cash flow), financial analysis and KPI tracking, budgeting and forecasting, tax preparation support, audit preparation, and strategic financial guidance. We work with small businesses and family-owned companies throughout New Jersey.

How much do accounting services cost for small businesses?

Accounting service costs vary based on business complexity, transaction volume, and service frequency. Small businesses typically invest $1,000-$5,000 per month for comprehensive accounting services. We offer flexible arrangements including monthly retainers and project-based pricing to fit your needs and budget.

What's the difference between bookkeeping and accounting?

Bookkeeping involves recording daily transactions and maintaining accurate records. Accounting takes this a step further—analyzing financial data, preparing financial statements, providing strategic insights, and helping you make informed business decisions. Many businesses need both services, which we can provide in an integrated package.

Do you help with tax preparation?

We prepare your financial statements and organize documentation to support your tax preparation, working seamlessly with your CPA or tax preparer. While we don't file taxes directly, we ensure your books are accurate and tax-ready, which can save you significant accounting fees at tax time.

Can you help if our books are a mess?

Absolutely! We frequently help businesses clean up disorganized or inaccurate accounting records. This includes reconciling accounts, fixing classification errors, implementing proper accounting systems, and getting your financials audit-ready. Once cleaned up, we can provide ongoing accounting services to keep everything organized.

Ready for Better Accounting?

Schedule a free consultation to discuss your accounting needs. We'll review your current financial reporting and identify opportunities for improvement.