Small-Business Bookkeeping & Advisory
Built for Main-Street Entrepreneurs
Whether you run a one-truck trade, a boutique retailer, or a two-partner professional practice, you need books that make tax season painless and support confident day-to-day decisions. Riverbank Tax delivers clean, compliant financials—without the corporate-sized price tag.
What You Get Every Month
Bank & credit-card reconciliation – every transaction matched, every statement balanced.
Customized P&L and balance-sheet reports delivered to your inbox.
Sales-tax compliance – preparation and e-filing of Massachusetts Form ST-9.
Expense-category oversight – we flag deductible items you’re missing and personal charges that shouldn’t be on the books.
Year-end 1099-NEC filing for contractors.
Quarterly “tax-ready check” – we estimate next-quarter payments so cash flow isn’t a surprise.
Why Small Businesses Choose Riverbank Tax
| Benefit | What it means for you |
|---|
| Tax-first mindset | Books structured to minimize liability, not just to “get by.” |
| QuickBooks Online experts | Real-time data you and your CPA can access anytime. |
| Proactive alerts | We notify you of cash-flow gaps, overdue invoices, and upcoming IRS deadlines. |
| Fixed pricing | No hourly surprises—know your cost before the month starts. |
Onboarding in Three Painless Steps
Kick-off Call (30 min) – Connect QuickBooks Online and banking feeds.
Chart-of-Accounts Cleanup – Align categories with IRS & MA rules; remove duplicates.
First Full Close – Within 20 days you receive reconciled financials and action items.
Ready for Stress-Free Books?
Get your first month 50 % off when you start before the next quarter.
Book a free discovery call or phone us at 508-580-1040.
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