We are now accepting returning and new clients for the 2023 tax season. For returning clients, please contact sales@polygonadvisory.com. For new clients, please schedule a free initial call.


Client Accounting Services

Offering a robust line of productsto meet your personal and business needs

Client Accounting Services

Client Accounting Services

It is important that any small business has timely, complete, and accurate financial information on hand for a variety of reasons. Financial statements -- the balance sheet and income statement -- tell the financial story of your business. They can be used to get a quick pulse on your business or as a basis for making decisions affecting your business’s future. We have helped many small businesses to produce accurate and thorough financial statements so that they can assess past performance and better plan for their future.

Bookkeeping can take a substantial amount of time from a small business owner, so we are here to help. We provide affordable, streamlined bookkeeping services so you can run your business, instead of having your business run you.

Running payroll is integral to any business with employees. Unfortunately, it is also very time-consuming from a compliance standpoint. We leverage cloud-based payroll solutions from industry-leading payroll providers to make sure your payroll process runs smoothly. We have experience in everything from owner-only payrolls up to businesses with multiple locations and cross-state employees. Our goal is to relieve you of the compliance burden of running payroll, filing reports with the IRS and state agencies, and dealing with annual forms (W-2s and 1099s), so you can focus more of your time on running your business.

Our Client Accounting Services include:

  • General ledger and financial statement preparation
  • Monthly, quarterly, or annual bookkeeping
  • Payroll services
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