Expert CPA services for small businesses, including bookkeeping, payroll, tax preparation, and financial planning. Get clarity, compliance, and confidence with a trusted accountant by your side.
Skip to main contentScott Montes CPA
We deliver personalized advice for your business to grow, reduce yexpenses, and help you achieve success.
We are committed to improving small businesses by improving their accounting, financial operations and financial planning.
You may have a team or not, but you need a strategic financial partner — someone who helps you build systems, reporting and analysis that actually work so you can get the answers you need.
Increase Revenue
Decrease Expenses
Drive Growth
You don't need to spend your time in the books, when you can spend your time increasing your books.
We handle the day to day transactions including categorizing your bank transactions.
We will provide a full set of financial reports including Profit and Loss, Balance Sheet and Cash Flow.
We can provide tax preparation and planning for business tax and State and Local Taxes.
We can set up, clean up, and deliver Quickbooks Online (QBO) transactions and help.
We can provide Financial Planning and Analysis for your reports and accounts, including Cash Flow Planning and Budget analysis.
We can set up and maintain financial operations from Accounts Payable (AP) to Accounts Receivable (AR).