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Small Business Services 

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Accounting, Tax, and Advisory Support for Your Business 

Running a small business requires owners to make important decisions every day. Managing tax obligations, maintaining accurate financial records, monitoring cash flow, hiring employees, and planning for growth can all compete for time and attention. Having reliable financial information and experienced guidance can help you understand where your business stands and make more informed decisions about where it is going.  

Tronconi Segarra & Associates provides accounting, tax, and advisory services designed to support small business owners at different stages of their business journey. We partner with clients to help them understand their financial position, meet important tax and accounting requirements, strengthen financial processes, and plan proactively for future opportunities and challenges.  

How We Help:

Small business needs often extend across multiple areas of accounting, tax, and financial management. Tronconi Segarra & Associates provides practical guidance that considers how these areas connect, helping owners spend less time navigating financial complexity and more time focusing on their business.  

Our small business services include:  
  • Business and Personal Income Tax Planning and Preparation  
    Address business and individual tax requirements while considering how decisions made within the business may affect the owner’s personal tax position.  

  • Financial Statement Reviews and Compilations  
    Provide financial statement services that help businesses meet applicable needs and provide owners and other stakeholders with useful financial information.  

  • Bookkeeping and General Ledger Support  
    Maintain organized financial records and provide general ledger support to help establish a reliable foundation for reporting, tax planning, and business decisions.  

  • Accounting System and Software Guidance  
    Help businesses evaluate and organize accounting systems and software so their financial processes can more effectively support day-to-day operations and reporting needs.  
  • Entity Selection and Structuring  
    Evaluate tax and financial considerations associated with entity selection and business structure to help owners make informed decisions as their businesses are established or evolve.  

  • Financial Projections and Pro Formas  
    Develop forward-looking financial information to help business owners evaluate potential scenarios, plan for future needs, and make more informed decisions.  

  • Business Planning and Advisory Support  
    Provide practical financial and business guidance to help owners understand their current position, evaluate opportunities and challenges, and plan for what comes next.  

Experience That Adds Value

85+ NPS Weekly Average

Our proprietary client satisfaction research reflects a Net Promoter Score (NPS) weekly average of more than 85 out of 100, demonstrating strong client satisfaction with our service, responsiveness, value, and proactive guidance.* 

155+ Combined Years of National Firm Experience 

Our professionals bring more than 155 combined years of prior experience at large, national CPA firms, bringing that perspective to the guidance we provide clients. 

Support That Grows With Your Business 

The financial needs of a small business can change significantly over time. A new business may initially need help establishing accounting processes and understanding tax requirements. As the business grows, owners may need stronger financial reporting, projections, planning support, or guidance around increasingly complex decisions.  

Tronconi Segarra & Associates helps small business owners navigate these changing needs with practical guidance tailored to their circumstances. Whether you are getting started, managing established operations, or preparing for the next stage of growth, our professionals can help you stay organized, understand your financial position, and plan ahead with greater clarity.  

Why Partner With Tronconi Segarra & Associates? 

Small business owners often need guidance across several interconnected financial areas. Tax decisions can affect cash flow. Accounting processes influence the quality of financial reporting. Growth decisions may require projections, financing considerations, or changes to existing systems.  

Tronconi Segarra & Associates brings these considerations together through an advisory-focused approach. Our professionals help clients understand their financial information and provide practical guidance designed around the needs and priorities of the business.  

As those needs change, we can also coordinate across tax, accounting, bookkeeping, and advisory services. This connected approach gives small business owners access to guidance that can evolve alongside their organization rather than addressing each financial need in isolation.  

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Whether you need help with tax planning, accounting, bookkeeping, financial statements, projections, or broader business guidance, Tronconi Segarra & Associates can help you evaluate your needs and build an approach designed to support your business as it evolves.