Monthly accounting
Bookkeeping, reconciliations and a monthly close, so you always know where you stand.
Tax, accounting and CFO-level advice for businesses and their owners.
Controller and CFO experience, working directly with you. Not a rotating junior staffer.
20 minutes. No cost, no pressure.
Sample monthly report showing revenue, margin, net income and cash.
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Advice, not just filing.
We look at where your business is heading, not only at last year’s return.
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You work with the owners.
The two of us do the work and answer your questions. No handoffs, and no starting over with someone new each year.
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Modern systems.
Bank feeds, payroll and the tools you already use, connected so your books stay current.
Who we work with
Most clients have outgrown doing their own books, or a preparer who only shows up at tax time.
- Owner-run businesses.
- Service firms, professional practices and growing small companies.
- S-corps and partnerships.
- Business and personal returns handled together, so nothing falls between them.
- Multi-location and multi-entity businesses.
- Restaurant groups, franchisees and owners with several LLCs who need one clear view.
- Nonprofits.
- Clean books, board-ready reports and 990s filed on time.
- Owners and individuals.
- Personal returns with rental properties, equity compensation, foreign accounts or income in more than one state.
What we do
Most clients combine these into one ongoing engagement.
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Document checklist — Sample
- W-2 from your S-corporation
- Schedule K-1 (Form 1120-S)
- Brokerage 1099s
- Rental income and expenses
Example for an owner with an S-corp and a rental property. Tax preparation
Business and individual returns across multiple states, including foreign reporting and nonprofit filings.
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Planning calendar — Sample
- Q1
- Estimated tax payment
- S-corp election window
- Q2
- Reasonable salary check
- Retirement plan choice
- Q3
- Mid-year projection
- R&D credit review
- Q4
- Year-end moves
- Contributions and timing
When the decisions get made, not what they save. Tax planning
Entity choice, S-corp elections, retirement plans and credits, decided before year-end instead of after.
- Q1
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13-week cash forecast — Sample
Illustrative figures. Fractional CFO
Reporting, KPIs and cash forecasts for owners who need CFO-level thinking without a full-time hire.
How we work
Four steps. No surprises.
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Step 1: Intro call.
Twenty minutes to understand your business, what you need and whether we’re the right fit. If we’re not, we’ll say so.
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Step 2: Scope and checklist.
A written scope, and a document checklist built for your situation, not a generic form.
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Step 3: Setup.
We connect your bank feeds, payroll and the tools you already use, and clean up anything that needs it.
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Step 4: Ongoing rhythm.
Books kept current, deadlines tracked, and a regular check-in on what the numbers are telling you.
Recent work
Recent engagements, kept general to protect client privacy.
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Restaurant group with several entities
- The problem
- Each month’s results were pieced together by hand from the point-of-sale system, supplier invoices and bank statements across separate entities. By the time the owners saw the numbers, the month was long gone.
- What we did
- Connected Toast, MarginEdge and QuickBooks Online, put every entity on one chart of accounts, and built a monthly reporting package around the numbers restaurants run on: prime cost, food cost and labor as a share of sales.
- The result
- One monthly view of each location and of the group as a whole.
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Nonprofit impact fund
- The problem
- A new fund making program-related investments needed books that could show its board and the IRS exactly where every dollar went.
- What we did
- Set up QuickBooks Online with nonprofit pricing through TechSoup, connected the bank feeds, and designed a chart of accounts for restricted and unrestricted net assets, program-related investments and functional expenses. Monthly statements and the annual 990 filing are included.
- The result
- Nonprofit-grade books from day one, with an investment schedule that ties directly to the financial statements.
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Early-stage technology company
- The problem
- The company was doing real development work but had never claimed the federal research credit.
- What we did
- Documented qualifying activities against the four-part test, calculated the credit, and prepared Form 6765 with the return, along with a supporting memo.
- The result
- A credit claim backed by documentation that holds up to questions.
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Ayaz Kermalli
Managing Partner
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Irfan Kermalli
Managing Partner
Meet the owners
TAB is run by two brothers, Ayaz and Irfan Kermalli. Between us: corporate controller experience, and more than a decade of building and auditing processes in one of the most regulated industries there is. When you work with TAB, you work with us.
About us
Let’s talk about your numbers.
Twenty minutes. We’ll listen, ask good questions and tell you honestly whether we can help.
20 minutes. No cost, no pressure.