Accounting, Tax & Advisory Services
Serving NJ + virtual nationwide.
Start with a free 15-minute consult.
1. Accounting & Bookkeeping
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Stay Organized, Stay Confident
I handle your day-to-day financial recordkeeping so you always have an accurate picture of your finances. My bookkeeping services include monthly bank reconciliations, categorizing transactions, managing accounts payable (bills) and receivable (invoices), and producing clean financial statements. With up-to-date books, you can make informed decisions and avoid cash flow surprises. Plus, as a CPA-led service, I ensure everything is GAAP-compliant and tax-ready. Spend less time in Excel and more time on your business – knowing your ledgers are in expert hands.
2. Cryptocurrency Tax Accounting
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Simplify Complex Crypto Reporting
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Crypto investors and blockchain entrepreneurs, this one's for you. I provide specialized accounting and tax services for Bitcoin and digital assets. From routine trades and exchanges to DeFi lending, staking income, mining, and NFT transactions, I've got you covered. I'll reconcile your transaction history (across wallets and exchanges) and calculate your capital gains/losses and taxable crypto income. My expertise in this ever-evolving area means I help you minimize surprises at tax time and stay ahead of new IRS rules. Don't let the complexity of crypto taxes intimidate you – I make it easy and compliant.
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3. Tax Preparation & Planning
Maximize Savings, Minimize Stress
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Taxes done right, with strategy in mind. I prepare federal and state tax returns for individuals, families, and businesses, ensuring accuracy and timely filing every time. But I don't stop at form-filing: I work with you throughout the year on proactive tax planning. That means identifying deductions and credits, advising on timing of income and expenses, and structuring transactions (like asset purchases or retirement contributions) to legally lower your tax bill. Whether you're a W-2 earner with investments or a business owner with complex filings, my goal is that you never pay more tax than you owe – and never miss a compliance deadline. I take the headache out of taxes and often find opportunities to save you money in the process.
4. Fractional CFO & Advisory
More Than Compliance — A Partner for Growth
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Think of this as CFO-level guidance tailored to small business budgets. If you need higher-level financial strategy – but not a full-time CFO – I step in as your fractional Chief Financial Officer. Services include developing budgets and financial forecasts, analyzing profitability (by product, client, or project), designing and tracking KPIs (Key Performance Indicators) that matter for your industry, and advising on important decisions (pricing, hiring, capital investments, etc.). I also assist with business structure optimization (e.g., is S-Corp status right for you?) and long-term tax strategy as part of every plan. In short, I help you align your finances with your growth goals. You'll get to make decisions with an experienced CPA by your side, without the six-figure cost of a full-time CFO. I don't just report history – I help you shape the future.
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5. Overflow & White-Label Support
Support for CPA & Accounting Firms
This is a unique offering for fellow accountants and tax pros. When your firm has more work than hands to do it – or you encounter a specialized area like crypto accounting – I provide confidential, white-label support to get you through. You can outsource to me individual projects or routine overflow: preparing tax returns (individual or business) during crunch time, handling bookkeeping clean-ups or monthly accounting for your clients, or consulting on crypto taxation for a tricky case. I operate as a seamless extension of your team: under your branding, meeting your quality standards, and maintaining strict confidentiality and non-disclosure. My goal is to help you serve more clients without adding permanent staff, all while protecting your firm's reputation. (Your clients will never know I was involved – you get the credit, I do the work in the background.)
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Find the Right Fit
Find the level of support that fits your needs – whether it's monthly bookkeeping, tax filing and planning, cryptocurrency tax reporting, or CFO-level strategic advisory. At Monaco CPA, every service is delivered with prompt communication, transparent pricing, and a focus on real results for you.
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Not sure which services you need? No problem – many clients use a combination of these. For example, bookkeeping clients often add tax planning, and tax clients sometimes realize they could use CFO-level advice. During your free initial consultation, I'll discuss your situation and craft a custom package if needed.
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Ready to get started? 👉 Book a free consultation and I'll get to work on a solution tailored just for you.
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