Certified public accountants · Milbank

Numbers you can make decisions with.

Monthly bookkeeping, tax, and fractional CFO advisory for owners who want their books closed by the 10th, not explained to them in April.

Book a consult (555) 555-0147

Fifteen minutes, free, and honest about whether you need us at all.

A tidy oak desk with a closed ledger and coffee at the Abacus office
Closed by the 10thevery month, in writing
Services

Three ways we work, priced out loud.

Every engagement starts from a stated price and a scope you can read. If your situation is more complicated, you'll know why before you commit, not on the invoice.

For owners doing their own books at midnight

Monthly bookkeeping

Reconciled accounts, clean categories, and a close you can trust. Delivered by the 10th of every month with a one-page summary in plain English.

From $450 / month

For businesses and the people who own them

Tax prep & planning

Business and personal returns, quarterly estimates that match reality, and planning that happens in June instead of a scramble in April.

From $600 / return, quoted flat

For decisions bigger than the bookkeeping

Fractional CFO

Cash-flow forecasts, pricing and margin analysis, and a seasoned second opinion in the room before you hire, borrow, or expand.

From $1,200 / month

The monthly rhythm

What lands in your inbox every month.

  1. 01

    Books reconciled by the 10th

    Every account matched to the bank, every month. No category named Miscellaneous, no surprises rolled quietly forward.

  2. 02

    A one-page summary, in English

    What came in, what went out, what changed and why it matters. Written by a person, readable in three minutes.

  3. 03

    A 30-minute call, if you want it

    On the calendar every month. Skip it when things are quiet. Use it hard when they are not.

Tax season

The dates that matter.

  • Jan 15Q4 estimated payments dueindividuals & owners
  • Jan 31W-2s and 1099s out the dooremployers
  • Mar 15S corps and partnerships file or extendpass-throughs
  • Apr 15Individual and C corp returns, plus Q1 estimateseveryone
  • Sep 15Extended business returns and Q3 estimatespass-throughs
  • Oct 15Extended individual returns, the end of the roadindividuals

Dates shift when they land on a weekend or holiday. Clients get their exact calendar, in writing, every January.

Changing accountants

Switching is easier than another year of this.

Mid-year is fine. Most switches take under three weeks, and you never have to make the awkward phone call.

1

One honest look

Bring last year's return and a login to your books. Thirty minutes later you'll know what we'd change, what it costs, and whether switching is even worth it. Sometimes it isn't, and we'll say so.

2

We talk to your old accountant

So you don't have to. Records, access, open filings, and prior-year workpapers move over professionally. Your only job is to forward one email.

3

One month in parallel

We run your first close alongside the old books, reconcile the history, and flag anything that was missed. After that, it's just the rhythm.

The CPAs

Two partners. No hand-offs.

Diane Wexler, CPA, in the Abacus office

Diane Wexler, CPA

Tax & advisory · practicing since 1999

Diane spent twelve years at a regional firm before opening Abacus in 2011. She reads tax-law changes the way other people read the morning news, then translates them into the one paragraph you can act on.

The brass abacus in the lobby is hers. It still balances faster than some software she could name.

Daniel Suh, CPA, in the Abacus office

Daniel Suh, CPA

Bookkeeping & fractional CFO

Daniel built our monthly close system after five years running finance inside a fifty-person company. He has seen what founders do to a chart of accounts, and he does not judge.

Ask him about the seating chart he optimized for his own wedding. There were tabs.

Licensed CPAs

Both partners hold active CPA licenses in good standing. Continuing education is a habit here, not a scramble.

IRS representation

If a notice ever arrives, we answer it. We are licensed to represent you before the IRS, and unbothered by the envelope.

Secure by default

Documents move through an encrypted client portal, never as attachments. We will not ask for a Social Security number by email, ever.

The first step

Fifteen minutes. Bring questions, leave with straight answers.

No pitch and no obligation. If we're not the right fit for your business, we'll say so and point you somewhere good.

Book a consult Call (555) 555-0147
The Abacus meeting room, two chairs by a window
Office

310 Commerce Row, Suite 210
Milbank
Open in Maps

Street parking on Commerce Row. The good coffee is in our lobby, not the one downstairs.

Hours
  • Mon – Thu8:30 – 5:30
  • Friday8:30 – 3
  • Sat (Feb – Apr)9 – 1
  • SundayClosed

During tax season we add evening appointments. Ask.

Contact

Call (555) 555-0147
or write to hello@abacus.example

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