Business Details
Your Trusted Cape Cod Accounting Partner for Bookkeeping, Tax, and Payroll Services
Steven M Ellard, CPA has provided accounting, tax, and advisory services to Cape Cod businesses for over 30 years. Our firm specializes in proactive financial guidance, year-round tax planning, and comprehensive bookkeeping solutions tailored to local businesses. We combine deep industry expertise with personalized service to help clients reduce tax burdens, improve profitability, and maintain financial clarity. Our team of certified professionals delivers actionable insights through straightforward reporting, strategic cash flow management, and industry-specific KPI tracking.With offices in Brewster and Chatham, we serve diverse sectors including healthcare, restaurants, and small businesses, maintaining a strong commitment to community-focused accounting practices that prioritize client education and long-term financial success.
Services
Bookkeeping
Tax Services
Payroll
CFO Advisory
QuickBooks Cleanup
Highlights and features
- Over 30 years of accounting and tax experience serving Cape Cod businesses
- Local expertise in seasonal business cycles and regional economic factors
- Year-round tax planning to minimize liabilities and avoid surprises
- Transparent pricing with fixed-fee service packages
- Comprehensive financial solutions combining bookkeeping, tax, and payroll
Associations and certifications
- Certified Public Accountants (CPA)
What people say
Proactive support
Local Cape Cod experience
Stress-free tax season
Personalized financial guidance
Time savings
Services
Bookkeeping
Our bookkeeping service maintains accurate, up-to-date financial records for Cape Cod businesses. We track all income and expenses, reconcile accounts monthly, and provide clear reports to help business owners understand their financial position. This foundational service ensures tax-ready financials while identifying cash flow patterns and potential savings opportunities.
Tax Services
Year-round tax planning minimizes liabilities and avoids last-minute surprises. We handle business and individual tax returns while developing strategic plans to reduce tax burdens through deductions, retirement planning, and business structure optimization. Our proactive approach ensures compliance while maximizing savings throughout the year.
Payroll
Our payroll service ensures timely, accurate employee payments with full compliance. We handle direct deposits, tax filings, and regulatory reporting while providing dedicated local support. Businesses benefit from paperless processing, flexible pay schedules, and integrated workers' compensation management to maintain compliance and avoid penalties.
CFO Advisory
CFO advisory services provide strategic financial guidance beyond basic bookkeeping. We analyze business performance, create budgets and forecasts, and develop growth strategies tailored to specific industries. This service includes cash flow management, profitability analysis, and industry-specific KPI tracking to support data-driven business decisions.
QuickBooks Cleanup
QuickBooks cleanup restores accurate financial records for businesses with disorganized books. Our experts reconcile accounts, correct setup issues, and organize chart of accounts to ensure reliable financial reporting. The service includes a best practices report and consulting to maintain clean records and prevent future accounting problems.
People
Steven M. Ellard
Owner
With over 30 years of accounting experience, Steven M. Ellard leads the firm's strategic direction. He specializes in proactive tax planning and business advisory services for Cape Cod businesses, combining technical expertise with deep community knowledge to help clients achieve financial success.
Amanda Campbell
Director of Operations
Amanda Campbell oversees daily operations and client service delivery. As a CPA with extensive experience in outsourced accounting, she ensures efficient implementation of bookkeeping, payroll, and tax services while maintaining the firm's commitment to personalized client support.
Ellen Smith
Senior Tax Accountant
Ellen Smith specializes in complex tax matters and compliance. With expertise in both business and individual tax planning, she develops strategies to minimize liabilities while ensuring adherence to evolving tax regulations, providing clients with confidence in their financial decisions.
Bethany Kender
Client Accounting Specialist
Bethany Kender manages client accounting needs with attention to detail. She assists with bookkeeping, financial reporting, and QuickBooks maintenance, ensuring accurate records that support informed business decisions while maintaining exceptional client communication.
Sam Keene
Client Payroll Specialist
Sam Keene specializes in payroll solutions for Cape Cod businesses. He ensures accurate, timely employee payments and compliance with tax regulations, providing dedicated support to help businesses navigate payroll complexities with confidence and ease.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including bookkeeping, tax planning, payroll, CFO advisory, and QuickBooks cleanup tailored to Cape Cod small businesses' specific needs.
Do you handle both business and personal tax preparation?
Yes, we offer integrated tax services for both businesses and individuals, ensuring coordinated strategies that optimize overall tax savings and financial planning.
How does your payroll service work?
Our payroll service manages employee payments, tax filings, and compliance with flexible scheduling and dedicated local support to ensure accuracy and regulatory adherence.
What makes your Cape Cod accounting firm different?
We combine 30+ years of experience with local expertise in seasonal business cycles, offering proactive year-round financial guidance rather than just annual tax preparation.
How do you help businesses with financial planning?
Through CFO advisory services, we provide cash flow management, profitability analysis, and strategic growth planning using industry-specific KPI tracking and regular financial check-ins.
What is included in your QuickBooks cleanup service?
Our cleanup includes account reconciliation, setup correction, chart of accounts organization, and a best practices report to restore accurate financial records and prevent future issues.
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