Accounting and Tax Services in New Jersey

Fractional CFO, monthly accounting, tax planning and multi-state tax from a CFO and CPA firm in Morris Plains, NJ, established in 2016.

Shree Accounting is a fractional CFO and CPA firm in Morris Plains, New Jersey, established in 2016. We work in three connected areas: CFO advisory, client accounting services and tax advisory, supported by automation and AI tools where they save real time. Hand us the whole finance function, or choose the part you need. Every engagement is led by a CPA, priced as a flat fee agreed in writing and run with an owner’s mindset.

Client accounting services

Outsourced accounting run by a CPA: monthly close, payroll, reporting, controls and software set-up for owner-run and mid-sized NJ businesses.

Tax advisory

Tax planning and compliance for businesses and their owners: entity choice, BAIT and PTET, multi-state filings, RSUs, estates and returns in every state.

CFO advisory

CFO-level advice without a full-time hire: cash forecasting, margins and pricing, lender readiness, finance team training and systems.

How engagements are structured

Many businesses need two or three of these services together. A growing S-Corp, for example, usually needs monthly bookkeeping and payroll, quarterly tax planning and the business and personal returns at year-end. We scope the whole picture in a free strategy session, then send a written proposal with a fixed monthly or per-project fee within five business days.

  • Ongoing (monthly or quarterly): bookkeeping, payroll, multi-state compliance, tax planning check-ins and fractional CFO work.
  • Annual: individual, business, trust and nonprofit returns, with a mid-year projection and a year-end planning meeting.
  • Project: nexus reviews, voluntary disclosures, entity changes, prior-year cleanups, residency audits and succession planning.

Not sure where to start?

Take the free tax readiness check to see what your situation involves, or read the questions clients ask before engaging.