Your finances, finally taken care of and under control.
We run your accounting, bookkeeping, tax planning, audit readiness, reporting, and back-office finance so you always know what’s next.
Our Services
Everything you need across accounting, bookkeeping, tax planning, reporting, and back-office finance—kept organized, compliant, and decision-ready.
Accounting & Bookkeeping
Everything you need across account bookkeeping, tax planning, reporting, and back-office finance, kept organized, compliant, and decision-ready.
01
Tax Preparation & Planning
Proactive tax strategy plus clean, on-time filing.
Built to reduce surprises and improve outcomes year-round.
02
Audit-ready, GAAP compliant and organized support
Audit-ready documentation and organized support whenever requested.
03
Financial Reporting & Analysis
Clear monthly/quarterly reporting with real takeaways.
So you can make decisions with confidence.
04
Back Office Finance Operations
Billing, AP/AR support, payroll coordination, and workflows.
So the day-to-day finance engine runs smoothly.
05
FIve Steps to
Financial Control.
Consultation
Cleanup & Setup
Accounting
Tax & Advisory
Financial Reporting & Analysis
Step 01 — Consultation
Initial Consultation & Financial Review
We begin with a short call to understand your business, review your current records, and identify any accounting or tax concerns. This helps us determine exactly what your business needs.
Step 02 — Cleanup & Setup
Accounting Cleanup & System Setup
We securely access your accounts, organize your records, and correct categorization. If your books are behind, we reconcile and bring everything current so your financial data is accurate.
Step 03 — Monthly Accounting
Ongoing Bookkeeping & Reporting
Each month we reconcile accounts, complete a clean close, and prepare financial statements. You always know your numbers, your expenses, and your cash flow.
Step 04 — Tax & Advisory
Tax Planning & Financial Guidance
We coordinate filings, monitor deadlines, and help you plan ahead. You receive ongoing support so you can make confident financial decisions year-round.
Step 05 — Reporting & Analysis
Financial Reporting & Analysis
Every month you get a clear picture of where your money went, what came in, and where your business actually stands — without having to ask.
STREAMLINED INTEGRATIONS
Sync your favorite finance tools, seamlessly
We integrate directly with the platforms you rely on, so your bookkeeping stays accurate and up to date.
PRICING
Compare our CPA packages
Choose the level of support that fits your business today.
SCALE
$3,300/mo
Onboarding Fee: $5,000
MOST POPULAR
GROWTH
$1,800/mo
Onboarding Fee: $1,500
LITE
$750/mo
Onboarding Fee: $1,000
SCALE
$3,300/mo
Onboarding Fee: $5,000
MOST POPULAR
GROWTH
$1,800/mo
Onboarding Fee: $1,500
LITE
$750/mo
Onboarding Fee: $1,000
Monthly Deliverables
What you get each month.
A consistent, complete financial package — delivered every month without exception. Here’s exactly what lands in your inbox.
01
Monthly close, on time
keep your accounting current and accurate with reconciliations, categorization, and a consistent close cadence you can rely on.
02
Reporting you can run on
Clear financial statements and practical analysis so you know what’s driving performance and what to do next.
03
Cash forecast, always clear
cash forecasting, and treasury visibility so you can plan confidently and avoid surprises.
04
Audit-ready, compliant
GAAP-minded processes, documentation, and support to stay prepared for audits, lenders, investors, and due diligence.
05
Owner check-ins & tax-ready planning
A monthly touchpoint to review results, flag anything unusual, and prioritize next steps. Plus year-end organization and tax planning so filings are smooth and nothing catches you off guard.
Monthly Loom or call walkthrough
KPI review and proactive anomaly flags
Budget and cash forecast updates
Year-end checklist, W-9 collection, and 1099 prep support
Individual and corporate tax planning and preparation guidance
Principal
Jonathan
Sperber
Finance & Accounting
“
My passion is helping businesses and individuals take control of their accounting and finances — so they can focus on what actually matters.
I’m a tactical and strategic finance professional with a passion for building and scaling accounting and finance departments for startups, family offices, and small to medium-sized businesses.
My career spans a wide array of industries — healthcare, financial services, professional services, real estate, technology (SaaS), and Big 4 audit — giving me the cross-sector perspective most firms simply can’t offer.
Whether you need clean books, a tax strategy, or a finance function built from the ground up, I bring both the operational depth and the strategic vision to make it work.
Services
Accounting & Bookkeeping
Core
Tax Preparation & Planning
All Filers
Audit Readiness & Support
GAAP
Financial Reporting & Analysis
Insights
Back Office Financial Operations
Full-Service
Industries served
Healthcare
Financial Services
Professional Services
Real Estate
Technology
SaaS
Big 4 Audit
Startups
Family Offices
SMBs
Not-For-Profit
Common Questions
Answers to the
questions that
matter most.
10
Questions answered
Browse by topic
We cover the full financial picture for small and mid-sized businesses: monthly bookkeeping, bank reconciliation, tax preparation and planning, audit readiness, back office finance support, and fractional CFO advisory. Everything is built to keep your business organized, compliant, and growing year-round.
Absolutely. Catchup and cleanup bookkeeping is one of the most common ways we start working with new clients. We review your existing records, reconcile accounts, correct errors, and bring everything current before transitioning into ongoing monthly service. No judgment, just results.
Yes. Our CFO advisory package gives you high-level financial strategy at a fraction of a full-time hire: financial forecasting, KPI tracking, budget planning, investor reporting, and strategic decision support. It is ideal for businesses scaling past $500K in revenue that need more than just bookkeeping.
We work primarily with QuickBooks Online, Xero, and FreshBooks, and integrate with Bill.com, HubDoc, and Gusto for payroll and document management. If you use something not listed, we will confirm compatibility during your onboarding call.
We use flat monthly retainers rather than hourly billing so you always know your cost upfront with no surprises. Your plan is based on your business size, revenue tier, and the services included. You can compare all packages on our pricing page or we can walk you through the right fit on a free call.
Yes. Every engagement starts with a complimentary discovery call. We review your current financial setup, understand your goals, and recommend the best package for your situation. There is no pressure and no commitment required on that call.
We ask for a 3-month minimum so there is enough time to properly set up your books, establish reporting rhythms, and deliver real results. After that initial period, your engagement continues month to month. We believe in earning your loyalty through the work, not through long-term lock-in contracts.
After your discovery call, we send a simple onboarding checklist covering access to your accounting software, bank statements, prior tax returns, and key business documents. We complete an initial financial review, take care of any cleanup needed, and set up your monthly reporting schedule. Most clients are fully onboarded within 5 to 7 business days.
Yes. You are assigned a dedicated account manager who knows your business, your goals, and your financial patterns. You will never be passed around or starting from scratch with someone new every time you reach out. Consistency and personal attention are a core part of how we work.
Monthly reports are delivered by the 10th business day of the following month. Every report includes your Profit and Loss statement, Balance Sheet, and a written summary of key financial insights along with action items for the month ahead. You will always know exactly where your business stands.
Chesbon CPA · New York
Take the first step
Your finances,
finally working
for your business.
You have built something real. Let Chesbon bring the financial structure, clarity, and strategy that turns growth from a goal into a result. Starting with one free conversation.
No commitment required · Response within 24 hours