Year-Round Business Plan

Stay organized all year — not just at tax time.

Monthly bookkeeping, quarterly check-ins, and year-end planning with Raymond G. Kenney, CPA. You work with Ray directly, on Long Island or virtually.

Book a free 10-Minute Fit Check

What's included

• Monthly bookkeeping — Accurate books, reconciliations, and reports you can rely on
• Quarterly check-ins — Review results, estimated taxes, and course-corrections before surprises hit
• Year-end planning — Entity choices, owner pay, deductions, and a clear path into filing season
• Tax returns — Business and personal returns prepared from books you already trust
• Direct access to Ray — Questions answered by email or phone, not a call center

Who it's for

Small businesses, S-corps, freelancers, and busy owners who want a CPA in their corner every month — not a once-a-year scramble.

How it works

1. Fit Check (10 minutes, free) — Tell Ray what you need and see if it's a fit.
2. Paid consult if needed — 30 minutes ($75) or 1 hour ($150) to map the plan. Credited toward your first month if you enroll.
3. We run it year-round — Books, check-ins, planning, and filing — with Ray available when life changes.

Pricing

Custom quotes based on transaction volume and complexity. Book a Fit Check and Ray will quote what fits your business.