Business advisory for small business owners.

Cash Flow Forecasting

Know what’s coming. We help you anticipate slow months and plan for them before they hit.

Budgeting & Planning

A realistic plan for your income and expenses, so every dollar has a purpose.

Financial Review Meetings

We sit down with you to review your numbers and explain what they mean for your business.

Tax & Business Structure

Year-round tax planning and guidance on the right structure for your business.

Row of local storefronts with navy and blue awnings and people walking on the sidewalk

Industries

We work with a wide variety of small businesses.

From contractors and retailers to restaurants and professional firms, we understand the accounting challenges small businesses face every day.

Our process.

Simple, clear and built around your business. Here’s what working with us looks like.

Understand your goals

We learn where your business is today and where you want it to go.

Review your numbers

We analyze your financials to spot trends, risks and opportunities.

Build your plan

We create a budget, cash flow forecast and tax plan that fit your goals.

Check in regularly

We meet with you monthly or quarterly to track progress and adjust the plan.

What’s included in our business advisory services.

Clear numbers, practical guidance and a plan you can act on.

Planning & Forecasting

  • Cash flow forecasting
  • Annual budgeting
  • Year-round tax planning
  • Business structure guidance
  • Growth and expansion planning

Insight & Support

  • Monthly or quarterly review meetings
  • Key performance indicators (KPIs)
  • Profitability analysis
  • Loan-ready financial statements
  • Preparation for selling your business

Need a personalized solution?

Every business is different, and so are your accounting needs. Tell us about yours, and we’ll show you how our team can help you stay organized, save time, and keep your finances accurate.

Get a personal consultation.

Office

9 Boisenberry Ln, Center Moriches,
NY 11934, USA

Contact

info@btbaccountants.com
alex@btbaccountants.com

Open Hours

Monday to Friday: 8am — 6pm
Saturday/Sunday: Closed

Other accountancy services.

Accounting

A customized accounting framework for your business, from day one to year-end.

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Tax Services

From simple to complex returns, we help reduce your taxable income with accuracy.

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Payroll

We streamline your payroll and keep you compliant with payroll tax requirements.

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