Your ongoing accounting & tax relationship

Reliable accounting. Coordinated tax. Clearer business decisions.

For established privately held businesses on Long Island and across the New York metropolitan area. Bring the close, reporting and year-round tax planning together, with controller oversight and CFO advisory at the level your business needs.

Discuss What You Need Next Get the Free Accounting Support Guide

Prefer to call about becoming a client? (631) 677-1344

Two members of the firm’s leadership team standing together
John W. Halloran, Jr., CFA · John W. Halloran, CPA Accounting and tax expertise, paired with strategic financial perspective.
Licensed New York CPA firm Established on Long Island in 2005 Built around your existing team
What we do

A dependable finance function, built around your team.

For owners who need current numbers, a reliable close and advice throughout the year. We take on defined accounting and tax responsibilities, with the work, reporting schedule and division of roles agreed before we begin.

Ongoing business relationship

Business Accounting & Tax

Keep the people and capabilities that already work for your business. Add the accounting, oversight and financial perspective your business needs in one ongoing relationship.

Explore Business Accounting & Tax
Foundation Accounting & monthly close Reconciled accounts, management financial statements and a dependable reporting schedule. Oversight Controller support Review of the close, unusual balances and variances, with responsibilities made clear. When warranted CFO advisory Cash forecasts, performance analysis and decision support for the priorities ahead. Year-round Coordinated business tax Planning checkpoints, estimates and compliance connected to current business results.
Where we can help

Start with what is happening in your business.

You do not need to choose an accounting service before reaching out. Most conversations begin with one of three business situations.

Your accounting function has not kept pace with growth.

You need a reliable close, useful reporting, experienced oversight, and proactive business-tax planning without building every finance role internally.

Often includes: Client Accounting Services and Business Tax

Explore Business Accounting & Tax

An external deadline is raising the standard for your financials.

A lender, investor, external auditor, buyer, or planned sale is creating new demands for accurate records and organized support.

Often includes: Client Accounting Services, Audit Readiness, or Transaction Advisory

Explore Financial Readiness

Management needs stronger controls and risk visibility.

You need nonattest controls consulting for an important process or formal or co-sourced capacity for defined internal-audit work.

Often includes: Controls Consulting or Internal Audit

Explore Internal Controls & Risk Support

Focused services for a defined event or risk.

Audit ReadinessPrepare for an external audit performed by another CPA firm. Transaction AdvisoryPrepare for a future sale and buyer diligence. Internal AuditDefined controls consulting or internal-audit support.
Industries

Focused support for the way your business operates.

Reporting, tax, financing, and ownership questions vary by industry. Our work is shaped around those differences.

ConstructionWIP, job costing, and surety reporting Manufacturing & DistributionInventory, costing, and lender reporting Real EstatePartnerships, entities, and investor reporting Medical & Dental PracticesPractice reporting and owner planning TechnologyScalable accounting, tax, and readiness Professional ServicesPartner economics and profitability
Why Halloran

Clear scope. Coordinated support.

We scope the work around your needs, existing team, systems, timing, and other advisers, with responsibilities defined clearly from the outset.

Meet our leadership
01

Defined before work begins

After confirming fit, a written proposal describes the work, responsibilities, deliverables, schedule, and fees.

02

The right depth when warranted

Controller and CFO support can be added to the recurring accounting and business-tax foundation when warranted. Readiness, transaction, and controls work can be scoped for a defined event or risk.

03

Built around your existing team

We define responsibilities around the people, systems, and advisers already in place, adding only the capabilities the business needs.

Let’s talk

Tell us what you need next.

We help established privately held businesses with ongoing accounting and tax needs or focused readiness, controls, or transaction support, and private clients whose complex tax needs benefit from year-round planning and coordination.

A few sentences about your business, ownership, or family tax picture and timing are enough to start. We generally respond within one business day.

Prefer to call about becoming a client? (631) 677-1344

Tell us what is changing

Loading inquiry form…

Submitting this form does not create a client relationship. Please do not include Social Security or tax identification numbers, account information, tax returns, or confidential documents. We use the information you submit to evaluate and respond to your request and manage related communications.