Tax & Bookkeeping Services Portland, MA
We have offices located in Portland, ME
We service clients throughout New England and nationally over Zoom. Contact us for more information!
Why Choose Us
Slate Consulting
Professional Experience
Over 35 years of combined knowledge in the finance and bookkeeping industry
Custom Financial Plans
Custom financial plans created with the growth of your business at the core
Saves you Time & Aggravation
Time saving services that allow you to get back to building your business

Why You Would Need Our Services?
- Confused about where the company financially stands
- Bad accounting practices
- Inefficient workflows
- Revenue flow issues
- Lack of financial data to drive decision making
- No roadmap for the company – i.e. no budgeting
- No monthly reporting
- Not enough time to maintain financials
- Not enough resources to maintain financials
- Bookkeeping and financials are not up to date
We have offices located in Portland, ME.
We service clients throughout New England and nationally over Zoom. Contact us for more information!

1099 Preparation Services - Portland, MA
If your company utilizes sub-contractors and freelance workers we offer 1099 preparation services. Our team of dedicated payroll professionals will track and record the payments made to workers not directly employed by your company. We will prepare the documentation and make sure it is sent to all of the appropriate parties and filed correctly with the IRS.
Processes & Procedures - Portland, MA
Let us help to design specific processes and procedures to increase efficiency and ensure your company’s continued success.


Balance Sheet Reconciliations - Portland, MA
The accuracy of a business’s balance sheet is critical to its success. Knowing that you can rely on that information and the bookkeeping firm who prepared it, will put your mind at ease. Our team will work to verify the accuracy of the balance sheet by comparing the numbers on the general ledger to other forms of documentation. We will then provide a detailed report to help explain any discrepancies that may have been found.
Budgeting & Forecasting - Portland, MA
We offer services for budgeting and forecasting. Our highly trained staff will work to prepare a comprehensive budget outlining the company’s anticipated revenue and expenses based on historical values. We can then use the data collected to create a forecast showing future expected revenue and expenses. This information will help to plan the financial direction the company should be heading in.


Cash Flow Planning - Portland, MA
Having a well thought out cash flow plan ensures the company will have the capital needed to continue operating successfully. We can design a plan to track and manage the sources and uses of cash in order to ensure the company is able to pay business-related expenses as they occur. Good cash flow management is imperative to making sure your business runs smoothly.
Monthly Financial Reporting - Portland, MA
Slate’s financial experts will prepare accurate monthly financial reports that allow you to instantly see your company’s overall financial health.


Strategic Business Planning - Portland, MA
Financial planning and analysis is our passion. Having a sound strategy to cut expenses and increase revenue prepared by a qualified financial team can be a road map to success. Using techniques from both the public and private sector our experts will utilize a combination of tried and true methods blended with cutting edge creative thinking. This process will create a customized strategic plan specifically created for your business and your goals.
Transactional Work - Portland, MA
At Slate, we will vigorously compare, record and classify every transaction, we take the stress out of Accounts Payable and Receivable. Our attention to detail will help to ensure accurate balance sheets and financial reporting.

Neighborhoods
Old Port, Downtown, Riverton, Great Diamond Island, Munjoy Hill, West End, Deering, Back Cove, East End, Fort Scammel, East Bayside, Sagamore Village, Nasons Corner, Woodfords Corner, Bayside, Morrills Corner, Highlands, East Deering, Jones Wharf, McKinley Estates, Valley Street, Fort Levett, Bradleys Corner, Peaks Island, Oakdale, Woodfords, Trefethen, Thompsons Point, Garrison Hills Estates, Cushing Island, Lunts Corner, Great Diamond Island Landing, Rosemont, Brighton Corner, Evergreen Landing, Waterfront District, Kennedy Park, Cliff Island, Diamond Cove, Deering Junction, Little Diamond Island Landing, Deering Center, Parkside, Cliff Island Landing

Bus Stop to Slate Consulting LLC in Portland, MA
Bus Stop In WESTBROOK ST + Temple Beth Hamm To Slate Consulting LLC in Portland, MA
Bus Stop In Congress St + Forest Ave To Slate Consulting LLC in Portland, MA
Bus Stop In Metro Pulse at Elm Street To Slate Consulting LLC in Portland, MA
Bus Stop In Congress St + Valley St To Slate Consulting LLC in Portland, MA
Bus Stop In Portland Transportation Center To Slate Consulting LLC in Portland, MA
Bus Stop In Riverside St + Hannaford To Slate Consulting LLC in Portland, MA
Bus Stop In Preble St + Portland St To Slate Consulting LLC in Portland, MA
Bus Stop In Westbrook St + Upper Coach Rd To Slate Consulting LLC in Portland, MA
Top Sights
Top Sights by Interest
Top Experiences
Location Map
Let us help your business SAVE TIME and MONEY call 207-653-8541 or fill out the form below!
Service Areas
We have offices located in Portland, ME and Cranston, RI. We service clients throughout New England and nationally over Zoom. Contact us for more information!
Website Designed by JPG Designs