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MONTAUKTax Strategy & Accounting LLC

Accounting & bookkeeping

Audit-ready books. Every month.

Full-charge bookkeeping that closes on time, reconciles to the penny, and gives you reporting you can actually run the business on.

Service breakdown

Everything your finance function needs.

  • Monthly close
    Bank, card and loan reconciliations closed by the 15th.
  • Financial statements
    P&L, balance sheet and cash flow with commentary.
  • Payroll oversight
    Payroll review, 941 reconciliation and year-end W-2s.
  • Sales & use tax
    Nexus review, filings and exemption tracking.
  • Executive reporting
    KPIs, budget vs. actual and lender packages.
  • Tax-ready year end
    Books handed directly to your tax team, no rework.

Who it's for

Operating businesses that have outgrown DIY.

  • 01

    Hospitality & retail

    Seasonal cash flow, tip reporting and multiple locations.
  • 02

    Professional practices

    Medical, dental and legal practices with partner draws.
  • 03

    Real estate

    Property-level books, CAM reconciliations and investor reporting.
  • 04

    Trades & services

    Job costing, payroll and equipment financing.

Bring clarity to your next tax year.

Book a confidential consultation. We will review where you are, where you are headed, and the decisions that matter most before year-end.

Schedule ConsultationView pricing