Accounting Services for Businesses & Individuals in NYC & Long Island

Maybe not yet, and we’ll be the first to tell you if that’s the case. We don’t sell for the sake of selling; we sell when there’s real value in it for you. If you’re early, sometimes the right move is simply getting your books set up properly and staying available to answer your questions as they come. 

The honest signal that it’s time is traction, the point where your business goes from an idea to actually producing sales. That’s when your decisions start carrying tax and cash-flow consequences, and when habits (good or bad) start to stick. Getting the structure right at that stage is far easier than unwinding a year of shortcuts later. 

Our approach is to grow with you: keep your books, set you up for success, and skip the bells and whistles you don’t need yet, adding the more advanced work as the business grows into it. You get a resource for the whole climb, not a package sized for a company three times your size. 

Yes, and probably a wider area than you’d expect. Our office is in Melville, and we work with businesses and individuals across Long Island, from Nassau County towns like Garden City to Suffolk communities like Huntington, Northport, and Stony Brook, along with all five boroughs of New York City. 

We’re not limited to New York, though. A good part of our client base is out of state; we work with clients in California, Florida, Texas, Arizona, Maine, and well beyond, plus New York businesses whose operations cross state lines.  

Whether you’re down the road in Melville or running a company from another coast, the work happens the same way: securely and mostly remotely, with in-person meetings when they’re genuinely useful. 

Visit us at 425 Broadhollow Road, Suite 115, Melville, NY. 

Monthly for most operating businesses. For a non-operating entity; a holding company or something dormant, quarterly is usually enough. Either way the goal is the same: current records, not a twelve-month reconstruction done from memory under deadline pressure. 

The real cost of waiting until tax time isn’t just messy books; it’s the money left on the table. Most people assume they earned roughly what they think they did and that the tax bill is simply whatever it turns out to be. But when we have concrete financials throughout the year, we can actually do something about that number, putting strategies in place while there’s still time to change the outcome. Once the return is being prepared, that window has closed. 

At a minimum, current books mean you know your tax burden during the year and can plan for it; instead of getting blindsided in April by a number you weren’t ready for. 

Many small businesses can actually choose, which is the part most write-ups skip. Under the IRS gross-receipts test, if your average annual gross receipts for the prior three years are $32 million or less (the 2026 threshold), you’re generally free to use the cash method; the simpler one, which often defers tax because you record income when you’re paid. (C corporations and partnerships with a C-corp partner have to use accrual once they’re over that threshold.) 

The clearest way to think about the two: cash basis tracks what you’ve actually collected and actually paid out. Accrual tracks what your business produced and what it cost to produce it; whether or not the money has changed hands yet. Depending on your industry, you may need to understand both: one tells you where your cash is, the other tells you whether the business is genuinely profitable. 

Which is right for you isn’t a year-to-year preference; it’s a decision we make around the life of your business: your industry, where the company is in its lifecycle, and where it’s headed. Picking a method to chase one good year and flipping the next isn’t a strategy. And because switching later usually requires IRS consent and can carry tax consequences, we’d rather set it correctly from the start. 

Three, at a minimum: your profit and loss statement (are you making money, and where), your balance sheet (what you own and what you owe), and your cash-flow statement; the one that answers the question we hear most, “where did the money actually go?” 

Here’s what we see over and over. Owners misread the difference between their salary and their distributions. Almost nobody feels confident reading a balance sheet. And profit on paper rarely matches the cash in the account, which leaves people genuinely puzzled about where it all went. 

That’s exactly why we don’t just send financials over, we present them and walk you through them. A report you don’t understand isn’t worth much; the value is in knowing what the numbers are telling you and what to do next. When we hand you your statements, you’ll actually understand what you’re looking at. 

We start by seeing what you actually have, get it clean, then set it up so it mostly runs without landing on your desk. 

First comes a review of your current setup; existing books, prior filings, payroll, whatever software you’re on - plus any cleanup needed to make the records reliable, and getting you squared away in QuickBooks. Then we set up read-only third-party access to your bank and credit-card accounts, so we pull what we need directly. That takes you out of the business of gathering and sending statements every month. 

From there it’s a steady rhythm: we keep the books current, and each quarter your financial statements land in your secure portal alongside a link to schedule a call with your CPA team; so the numbers get explained, not just delivered. And because your tax work lives under the same roof, those current figures feed straight into planning all year. 

Most clients go from signing to fully current in about two weeks. 

Yes, and you’re not alone. We see this all the time. Life happens, the books slide, and one year quietly becomes three. There’s no judgment here and no limit on how far back we’ll go; we’ll reconstruct and record everything for as many years as it takes to get you current. 

This is most often how a new client first comes to us, and it’s usually prompted by something specific; a loan application, or a notice from the IRS or New York State; that suddenly demands clean financials you don’t have yet. We work through the backlog, get the records accurate and reconciled, and hand you a clear picture of where things actually stand. 

Then we don’t leave you at the edge of the same cliff. Once you’re caught up, the work rolls right into ongoing monthly accounting; so you stay current from here forward and never have to dig out again. 

Look for the things you’ll feel every month, not just once a year at tax time. Three matter more than most people realize: 

Can they do it all in one place? A true one-stop shop; bookkeeping, payroll, tax, and planning together; means your financial life isn’t scattered across three providers who never talk to each other, with the gaps between them becoming your problem. 

Will they actually talk to you? This is the big one. Plenty of firms go quiet the moment tax season ends and are hard to reach exactly when you need them. We’re the opposite, we over-communicate on purpose, and we respond. You should never feel like you’re chasing your own accountant. 

Is the pricing honest? Ask precisely how you’ll be billed. We charge one flat monthly fee, built around what your specific business needs, and it covers everything; including every email, call, and meeting. No surprise invoices, and no meter running that makes you hesitate before picking up the phone. You’ll always know what you’re paying, and you’ll never be penalized for asking a question. 

If a firm can’t give you straight answers on those three, that tells you what working with them will feel like. 

Less than you’re probably bracing for. To get going we usually just need three things: your last two years of tax returns, access to your existing books if you have them, and access to your bank and credit-card accounts. That’s it. 

From there the heavy lifting is ours; the cleanup, the setup, and pulling your transactions going forward; so you’re not stuck assembling a pile of paperwork. 

The one extra thing we’ll ask for is a list of the other professionals you work with: your financial advisor, insurance broker, third-party payroll provider, attorney. We loop them in so everyone’s coordinated and working from the same information. You hired a team, part of our job is making sure your whole team actually operates like one. 

Less hassle than you’re expecting, because we do the legwork. The biggest reason people put off switching is the fear of an awkward, drawn-out handoff; chasing files from the old accountant, worrying something will fall through the cracks. We take that off your plate: you sign a standard authorization letter, and we deal directly with your prior accountant to collect your records and information. 

From there it’s the same clean start as any onboarding; we review what comes over, clean up anything that needs it, and set a reliable starting point before running your books going forward. 

And if you’re wondering when to make the move: the best time is yesterday. You don’t have to wait for year-end or the end of tax season. The sooner your books are in order, the sooner we can start finding opportunities in them; every month you wait is a month of decisions made without a clear picture. 

Talk with Sundack CPA 

Sundack CPA provides accounting and bookkeeping support for businesses, professionals, and investors across Long Island, New York City, and nationwide. Schedule a free consultation to talk through your current setup, your reporting needs, and the level of support that fits your business.