Accounting & Advisory Services
For Businesses

Getting you the information you need, when you need it,
and helping you understand what it means for your business

Everything you need, but nothing more

We put together a custom proposal for every client based on what they need to reach their specific goals as a business, but most packages fit in one of the following three buckets.

Accounting Essentials


  • Bookkeeping
  • Monthly Reports
  • Quickbooks Online
  • Payroll (through MyOfficePro)
  • Annual Tax Planning
  • Personal and Owner's Tax Prep & Filing
  • Strategic Planning

Accounting Plus

Essentials and:

  • Advanced software and Integrations like Sage Intacct Or Restaurant 365
  • Daily Profit & Loss Statements
  • Multiple Locations
  • Multiple Companies
  • Multiple Departments Or Departmental Reporting

Accounting Enterprise

Essentials, Plus, and:

  • Fractional CFO
  • Fully outsourced accounting team
  • Controller
  • Bill pay

Ready to Take Your
Business to the Next Level?

Let’s talk and see if Greene McCowan is the right fit for you.

Accounting Essentials

  • Accounting & Bookkeeping
  • Monthly Reports
  • Quickbooks Online
  • Payroll (through MyOfficePro)
  • Annual Tax Planning
  • Personal and Owner's Tax Prep & Filing
  • Strategic Planning
Accounting & Bookkeeping

We set you up with Quickbooks Online to deliver convenient accounting services via our client center. Here’s how we provide value to your business:

  • Providing financial statements on a timely basis, so your management can use that information to make more informed decisions
  • Maintaining your general ledger
  • Reconciling bank statements, credit card statements, loans, and investments
  • Tracking and analyzing accounts payable and accounts receivable activity
  • Reviewing your income statement for reasonableness and consistency
Tax Preparation & Planning

We provide you with an array of tax services, including Individual and Business tax preparation and fullscale tax planning. We understand that proper, consistent planning is the key to successfully reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. Whatever your tax planning and preparation needs, we have the expertise to support you. We work all year to keep current on tax laws in order to minimize your tax liabilities and maximize your future opportunities.

Strategic Planning

Proactive planning and consistency are the keys to making more money. We want to help you meet your long-term goals, so along with tracking your financials, we provide you with the insight you need to do it. We are your sounding board, someone to ask questions to, and sometimes someone to help remind you of what your goals are.


Everything from ESSENTIALS plus:

  • Advanced software and Integrations
    like Sage Intacct Or Restaurant 365
  • Daily Profit & Loss Statements

Let us be your strategic human capital management partner. The tasks associated with payroll processing can be cumbersome and eat into the time required to grow your business. Our payroll experts take care of all your payroll needs, including check processing, direct deposit, year-end W-2 processing, and more.

With extensive knowledge of payroll tax and preparation requirements, our staff ensures accurate, timely reporting to eliminate IRS penalties. This service option also provides you with our elite HR Management System, which offers the tools and aids required to successfully handle employee issues. Offering so much more than the big payroll companies, we differentiate ourselves by providing you with personalized
customer service.

Our Essentials package gives you end-of-month reports, taxes and strategic planning. Enterprise package is our comprehensive solution that takes it a big step further and makes Greene McCowan your full in-house accounting department.

How It Works

Back Office Support System is the foundation of Enterprise package. It is an all-inclusive solution that handles your business’ everyday accounting functions while offering 24/7 access to your financial data.

On our team, each client is assigned 2-3 specialist based on your needs. You get the benefit of a highly trained team that you don’t have to supervise, train, or worry about what happens when they go on vacation or have a sick child at home. We have backups and redundancies already in place as each team gets two people from the start.

Your team starts with one of our staff accountants (your bookkeeper). This is your primary point of contact for all of your daily needs such as paying bills, keeping up with your check books, and projecting cash flow.

Next, we assign one of our accounting managers who acts essentially as your controller. They will deliver and make sure you understand your financials. They prepare tax returns, and meet with you on a regular basis to make sure you know where you stand for both tax planning and measuring your financials against your goals, budget, or plan.

These teammates will record deposits, pay bills, produce W-2 and 1099 forms, prepare tax returns, furnish financial statements, and provide your business with business planning, cash flow planning, and tax advice all year long. All Back Office Support activity, including both communications and document transmission, is performed online and in real time via using our secure, completely cloud-based systems.

The training process is very simple; we educate your internal point of contact on how to access all of the technology we will be using and how to simply provide our staff members with the information needed to provide you with the timely information and insight you require so you can make great decisions.


Everything from ESSENTIALS / PLUS and:

  • Fully outsourced accounting team
  • Controller
  • Bill pay

The Next Steps to Get Started

Your Path to Better Financial Success

Step 1.2
Schedule a Call

We listen to you in order to understand your goals and business needs.

Step 2.2
Receive Your Custom Proposal

We will give you a plan of action for how Greene McCowan CPAs can solve your accounting problems

Step 3.1
Watch Your Business Thrive

Feel confident that your business is supported by an accounting team that can help you achieve your business dreams.