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.