Hire the Best Certified Public Accountants in New York

I am a licensed CPA in the state of New York as well as a CIA. I assist high net worth individuals and small businesses with their finance and accounting needs. In a past life, I was a risk manager and can provide internal control documentation as well as risk assessments (RCSA).

Hello! I am a Certified Public Accountant (CPA) with over four years of experience providing comprehensive bookkeeping and tax services to small businesses and individuals. My goal is to help you manage your finances efficiently, stay compliant with tax regulations, and make informed financial decisions to grow your business.

Messy books. Missed tax filings. Financial records that do not make sense. This is where I help. I am a Certified Public Accountant and Certified Fraud Examiner with more than 25 years of experience helping business owners clean up accounting records, resolve tax issues, and get their financial systems working the way they should. Many of my clients come to me when their books are behind, transactions have not been reconciled, or their accountant cannot prepare the tax return because the financials are unreliable. I step in, fix the underlying problems, and put a structure in place so the numbers stay accurate going forward. What I do best: - QuickBooks Online setup, cleanup, and ongoing maintenance - Catch-up bookkeeping and historical cleanup - Reconciliation of bank, credit card, and loan accounts - Year-end preparation so your tax preparer has clean, reliable financials - Back-tax bookkeeping and filings for prior years - Monthly bookkeeping with clear financial reporting I also work with businesses that operate across multiple states or have foreign ownership of U.S. entities and need guidance on proper tax and reporting compliance. Why clients hire me: - CPA and Certified Fraud Examiner - 25+ years of accounting and tax experience - I solve complicated financial problems quickly and clearly - Straightforward communication and practical guidance If your books are messy, your tax situation is unclear, or you simply want your financials to finally make sense, I can help you get organized and move forward with confidence. Let’s talk about your situation and create a clear plan.

I am a New York State Licensed CPA with over 25 years of experience. I have been helping small businesses and individuals with their accounting and taxation needs in many industries including Real Estate and eCommerce and non-profit. I use innovation and technology and am proficient in QuickBooks, Wave, Xero, Excel and many other apps to streamline the bookkeeping process. I am an authorized IRS e-file provider and can prepare and file federal and state income taxes. I can help you run payroll and file sales tax returns in various states. Please contact me to discuss your project.

I am a CPA with skills in Taxation, Bookkeeping, Financial planning and Audit. You can get big four experience, whether it's me doing an entire project or being added to a team.

CPA-Led Bookkeeping & Financial Operations | Limited Availability ***Currently accepting ONE bookkeeping client for either a 2025 catch-up project or ongoing 2026 bookkeeping services.*** I am a CPA with over 20 years of accounting and finance experience, including Big Four public accounting, public company accounting, private equity portfolio management, and startup operations leadership. Today, I serve as Director of Internal Operations for a startup, where I oversee accounting, bookkeeping, cash management, payroll, human resources, compliance, financial reporting, and operational processes. Unlike a solo freelancer, engagements include support from a dedicated staff accountant. Day-to-day bookkeeping, reconciliations, and transaction processing are prepared at the staff level and reviewed directly by me as a CPA. This provides clients with both efficient execution and senior-level oversight. My background includes: • Big Four audit experience serving financial services clients • Six years on the corporate accounting team of a publicly traded REIT • Controller and portfolio accounting experience for a private equity-owned real estate portfolio • Nine years providing accounting and bookkeeping services to health & wellness, retail, hospitality, real estate, and service-based businesses Services include: • Monthly bookkeeping and account reconciliations • Catch-up and cleanup bookkeeping • QuickBooks Online setup and optimization • Financial statement preparation • Cash flow management and forecasting • Accounting process improvement • Internal controls and documentation • Lender, investor, and audit support Every engagement benefits from a two-level review process: ✓ Staff-level preparation and transaction processing ✓ CPA review and oversight This approach provides accurate and timely financial reporting while maintaining cost efficiency for clients. Throughout my career, I have built a reputation for work that is accurate, reliable, well-documented, and deadline-driven. I take ownership of projects from beginning to end and focus on creating organized financial systems that support business growth. If your books need cleanup, you're behind on reconciliations, or you're looking for a long-term bookkeeping partner, I'd be happy to discuss whether we're a good fit.