BOOKKEEPING
Day-to-day records
We categorize income and expenses and maintain your general ledger, so your transactions are organized and easier to follow.
Port Washington, New York
Small business accounting & bookkeeping.
Keep your books current, understand your financial reports, and connect your accounting with tax preparation. Support for small business owners in Port Washington and beyond.
Small business accounting
Accounting support throughout the year.
RECONCILIATION
Bank & credit card reconciliation
We compare your books with bank and credit card statements, investigate differences and follow up on missing information.
FINANCIAL REPORTS
Understand your numbers
Profit and loss reports and balance sheets help you see how your business is doing. We explain the numbers and answer your questions.
CATCH-UP & CLEANUP
Get back on track
Behind on your books? We review what needs attention and agree on a plan to bring your records up to date.
Looking for a bookkeeper in Port Washington? Read our small business bookkeeping guide → Run a professional practice? Explore professional practice accounting →
Your local accounting team
More clarity.
Less guesswork.
We help you understand your books and how they connect to your taxes.
Based in Port Washington, we serve small businesses across Nassau County and Long Island. Meet us by appointment or work with our team by phone and secure client portal.
Explore accounting and tax support for Manhasset business owners and Roslyn business owners, provided through our Port Washington office.
Get to know Go Tax Dude →Support that fits your business
We agree on the accounts, reports and schedule you need, whether you’re catching up or looking for ongoing monthly bookkeeping.
Questions don’t have to wait
Talk to us about your reports and changes in your business throughout the year, not just at tax time.
One team for your business
Coordinate bookkeeping, payroll, sales tax filings, and business and personal tax returns through one team. Choose the services your business needs.
Business tax preparation →Sales tax filing support
Keep your sales records and filings in step.
We review your sales records and prepare the sales tax filings included in your engagement. Before work begins, we confirm the filing periods, records required and who handles payments. Bookkeeping cleanup is quoted separately.
How sales tax records fit together →Common questions
Business accounting questions, answered.
What should I prepare before the consultation?
Before your appointment, please upload the following through our secure client portal so we can prepare for the meeting.
- Your prior-year business tax return and recent financial reports or spreadsheets.
- A brief note identifying your accounting software, the periods needing attention and the questions you want to discuss, along with relevant sample statements.
We will request any additional records needed for the work after you decide to proceed. If a listed item is unavailable, contact us before your appointment.
How are fees determined?
Fees depend on transaction volume, number of accounts, reporting needs and the condition of your books. Catch-up and cleanup work is quoted separately.
Can you help if my books are months behind?
Yes. We’ll review your records and the period that needs attention, then quote the catch-up work. Please upload available financial records before the consultation so we can assess the work.
Thinking about changing accountants?
Tell us what you need from your next accounting team and what your current provider handles. We can review your records and reporting needs, then discuss the scope, timing and cost of working together before you decide.
Can I keep my current accounting software?
Tell us what you’re using. We’ll review your setup and confirm whether we can work with it before recommending any changes.
Is tax preparation included?
Business tax returns are quoted separately. We can coordinate the bookkeeping and tax work so your year-end records are ready for preparation.
Explore business tax preparation →Do you also handle payroll?
Yes. We offer payroll calculations, filing support and optional management through your payroll provider. We do not provide direct deposit ourselves; provider fees are separate.
Payroll services →Can you help with sales tax filings?
Yes. We help with sales tax filings and confirm the states, filing periods and responsibilities before starting. See our pricing page for starting fees; complexity and any bookkeeping cleanup affect the quote.
Do I need to visit the Port Washington office?
No. We can work together by phone, email and secure client portal, or meet by appointment at our Port Washington office.
Let's talk about your business.
Need ongoing accounting support or help catching up on your books? Tell us where things stand. Meet by appointment in Port Washington or work with us remotely.