Business accounting
Bookkeeping and financial statements that stay current every month, in the software you already use.
In short
MTroncone CPA keeps the books for small and growing businesses: monthly bookkeeping, reconciliations and financial statements in QuickBooks, Xero, Wave or another platform. We can handle all of it for you or work alongside your team, on a local computer or in the cloud, and we help improve the process itself so the numbers arrive on time. Work is available in English or Spanish.
Who it is for
- Startups that want clean books from the first month
- Established companies that need reliable monthly financial statements
- Owners whose books fell behind and need a catch-up before tax season
- Businesses changing software, or unsure their current setup still fits
- Teams that keep their own books and want an accountant to check and close each month
What we do
- Monthly bookkeeping: transactions recorded and categorized, bank and card accounts reconciled
- Financial statements on a regular schedule, from monthly reports to year-end statements
- Flexible arrangements: we handle it all for you, work on your local PC or use cloud-based solutions
- Platform compatibility with QuickBooks, Xero, Wave and other accounting software
- Software and process optimization: we analyze your setup, recommend better tools and streamline internal processes
- Business problem solving: the right questions to find inefficiencies at the root and guide decisions
- Year-end close and tax-ready books, coordinated with your business tax return
How it works
Four steps, in English or Spanish.
- 01
Look at the setup
We review your software, your accounts and how documents reach the books today.
- 02
Agree on the routine
We define who does what each month, the close date and the reports you will receive.
- 03
Close every month
We reconcile, categorize and close the period, and ask you only about what we cannot resolve.
- 04
Read the numbers
You receive the financial statements, and we go over what changed and what to watch.
What to bring
- Access to your accounting software, or the files you use today
- Bank and credit card statements for the period
- Sales and invoicing reports, including payment platforms
- Loan, lease and major purchase documents
- Payroll reports, if payroll is run outside the firm
- Last year's tax return and financial statements
Dates to know
General federal dates for calendar-year filers, checked on irs.gov on Oct 3, 2026. Your own dates may differ; the team confirms them for your case.
| Date | What is due | Source |
|---|---|---|
| Upcoming | Forms 1099-NEC for 2026 payments to contractors, to the IRS and to recipients (January 31, 2027 is a Sunday). The reporting threshold is $2,000 for payments made after December 31, 2025.Date derived from the IRS rule and the 2027 calendar; confirm against Publication 509 (2027) when the IRS publishes it. | irs.gov |
Frequently asked questions
Which accounting software do you work with?
QuickBooks, Xero and Wave, among others. If your current software fits the business, we keep it; if it does not, we recommend a better option and help with the move.
Do I have to move my books to the cloud?
No. We can work on your local PC, in a cloud-based platform, or take over the books entirely, depending on how you prefer to manage your accounting.
Can you catch up books that are months behind?
Yes. We start with the bank and card statements, rebuild the missing months and then move to a monthly routine so the books stay current.
Are the financial statements audited?
Bookkeeping and the preparation of financial statements are a different engagement from an audit or a review. If a bank or an investor asks for reviewed or audited statements, tell us early so we can talk through the options.
How does bookkeeping connect to my tax return?
Directly. Closed, reconciled books are the starting point of the business return, so we plan the year-end close and the return together.
Related guides
General information on the same topic, with links to the official sources.
Year-end tax checklist for small business owners: 2026
Seven areas to close before December 31, 2026, and the federal dates that follow. Several January deadlines move to Monday, February 1, 2027, because January 31 falls on a Sunday.
S corp vs LLC in Florida: how the entity and the election fit
One is a legal entity you form with the State of Florida. The other is a tax status you request from the IRS. Here is how they relate, who can use each, and the dates that matter.
Put the books on a monthly routine
Tell us your software, how many bank and card accounts you use and up to which month the books are current.
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