Whitmore & Hale CPAs keeps accrual-ready books for agencies, clinics, and import distributors across Greater Boston. Partners review every month-end pack, payroll files before direct deposit, and estimated tax payments land with enough cushion that penalties stay off your radar. You get a one-page cash narrative—not a shoebox of PDFs.
Most new clients onboard in 10 business days after document collection.
Tell us your entity type and software—we reply with a scoped onboarding checklist, not a generic brochure.
We work inside your stack—QuickBooks Online, Xero, or NetSuite—with documented close checklists.
Bank recs, accruals, prepaid schedules, and flux notes explaining variances over 10% to prior month or budget.
Biweekly or semi-monthly payroll, 401(k) remittances, new-hire reporting, and year-end W-2/W-3 preparation.
Multi-state nexus reviews, marketplace facilitator reconciliations, and filing calendars with payment confirmations archived.
Department P&L, project profitability, and AR aging with commentary your bank can read during covenant reviews.
Quarterly estimates, entity structure conversations, and R&D credit documentation when engineering time qualifies.
1099 workflows, fixed asset schedules, and audit binders delivered before your external CPA starts fieldwork.
Slide the knobs for a sample quote—your partner confirms after a scoping call.
Sample fee math for preview—not a binding CPA quote.
Request written quoteWe import chart of accounts, open AR/AP, and document any cleanup items with dollar impact.
Controllers show us billing, inventory, and expense workflows so accruals match how you actually operate.
We deliver a draft pack five business days after month-end, revise once, then set recurring deadlines.
“Our bank covenant review took an afternoon instead of a week because the flux notes explained the AR spike without hand-waving.”
“Payroll never missed a filing deadline after we moved—previous provider treated notices like surprises.”
“They pushed back on a risky R&D credit position and saved us a penalty we did not know we were courting.”
Composite quotes from fictional businesses.
No. We prepare the books and schedules; your audit firm stays independent. We coordinate on PBC lists.
Yes. Catch-up projects are quoted separately with weekly milestones until we reach current reporting.
We support businesses with material crypto activity; fees include additional reconciliation time quoted upfront.
We implement NetSuite and Sage Intacct with migration plans that keep billing running during cutover.
We will mark cleanup items in yellow and tell you what can wait until tax season.
22 Fan Pier Boulevard, Boston, MA (fictional)
+1 617 555 0164