Pilot takes care of your bookkeeping, tax prep, and CFO services from start to finish so you can focus 100% on making your business succeed.

We make QuickBooks sing and dance for you! * QuickBooks set-up, training and support * App integrations including Gusto! * Software discounts on all versions of QuickBooks, QB Payments and other apps * Custom workflows and reports to make QB fit your business * Bookkeeper mentoring Service small businesses and nonprofits, locally in Upstate New York and remotely anywhere in the U.S.

We are a full service Accounting and Tax CPA firm. Our services include Payroll, Small Business Accounting, Personal Tax, Corporate Tax, Tax Planning, IRS Problem Resolution and Financial Consulting.

My firm is a small outsource accounting company that offers services from basic accounting to detailed CFO needs. I offer free consolations because I believe in making sure we are the right fit and building meaningful relationships the ensure a great working relationship. My pricing is based on your companies individual needs and are set at a flat fee to help avoid the hourly billing. I am a promotor of higher education and continuing education. I currently hold two masters degree's and numerous certifications. I continue to attend professional development in areas that support my clients needs as well. I have clients at all locations and industries and utilize technology for those clients who are not located closely to me. I enjoy making client visits when location is with in reason. Currently I have clients in neighboring cities such as San Antonio, New Braunfels, Seguin, and Floresville.

New school accounting firm which communicates clearly, provides great service, and leverages technology.

With over 27 years of experience in tax law, corporate strategy, and business consulting, Monterrosa Tax & Business Consulting goes beyond basic accounting; we become your trusted advisor and strategic partner. We offer a comprehensive range of services, including business formation and insurance guidance, as well as accurate bookkeeping, efficient payroll, and full representation before the IRS and state agencies. Our specialties include: • Customized tax and business strategies • Project management and business permitting • Financial consulting for entrepreneurs and small businesses We also support your personal needs with: • Individual tax preparation • Wills and living trusts • Certified translations, notary services, and IRS-authorized ITIN processing We speak English and Spanish, and more importantly, we speak the language of business. At Monterrosa, we believe financial growth begins with clarity, strategy, and the right team by your side. Schedule your appointment today.