Build reliable financial operations, gain a clearer view of cash and performance, make tax decisions before the window closes, and be ready when a lender, external auditor, or buyer puts the numbers under greater scrutiny.
Best suited for: Established privately held businesses seeking an ongoing accounting and tax relationship—or focused support around a specific financial requirement.
You do not need to choose an accounting service before reaching out. Most conversations begin with one of three business situations.
You need a reliable close, useful reporting, and proactive tax planning without building every finance role internally.
Find out what to fix first: Accounting Operations Assessment
See How the Assessment WorksA 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 ReadinessYou need a management-directed review of important processes or additional capacity for an existing internal-audit function.
Often includes: Internal Audit and focused advisory support
Explore Controls & Risk SupportWe combine ongoing accounting and tax support with focused help for external deadlines, transactions, and internal controls. From controller oversight through forward-looking financial advice, we help leadership see what changed, what is likely next, and what requires attention.
Reporting, tax, financing, and ownership questions vary by industry. Our work is shaped around those differences.
The firm has served privately held businesses since 2005, with work scoped around each company’s needs and existing team.
Accounting, business tax, readiness, and internal-control needs can be considered together as the company evolves.
We define responsibilities around the people, systems, and advisers already in place, adding only the capabilities the business needs.
Founded in 2005, John W. Halloran CPA, P.C. serves privately held businesses across Long Island.
Managing Partner John W. Halloran, CPA leads the firm’s professional accounting and tax practice. Managing Director John W. Halloran, Jr., CFA leads the firm’s CFO Advisory practice, as well as its business development, marketing, technology, and growth initiatives.
Recurring delays, inconsistent reporting, and repeated clean-up may signal that the accounting function no longer fits the business. Learn what to look for and where to start.
Recognize the SignsTell us what is changing in your business and where you need support. We typically work with privately held companies seeking an ongoing accounting and tax relationship or focused readiness, controls, or transaction support. We generally respond within one business day.
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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.
