Financial and Accounting Services - Putnam County, NY

Managing your finances or business operations can feel overwhelming—but it doesn’t have to. At John R. Monaco & Co., we understand that financial success starts with thoughtful planning and the right expertise. Whether you’re an individual building your wealth, a family securing your future, or a business owner looking for smart accounting solutions, we are here to guide you every step of the way. Our holistic approach to financial planning can help your tax, investment, and estate strategies work in harmony along with your unique goals.

Our Financial and Accounting Services

Tax Preparation & Planning in Putnam County
We prepare and file individual and business income tax returns while focusing on tax planning to minimize liabilities year-round.

CPA Services in Putnam County
Led by our Certified Public Accountant, John R. Monaco, we offer high-quality CPA services to ensure compliance, effective financial strategies, and accurate reporting.

Business Accounting Services
We assist businesses with payroll processing, bank reconciliation, QuickBooks advisement, financial reporting, and part-time CFO services.

Personal Financial Planning Services
Our financial planning solutions help individuals budget, manage debt, and prepare for future goals such as retirement or estate planning.

Investment Strategies in Putnam County
We develop tailored investment strategies designed to grow wealth and support both personal and business financial objectives.

Estate & Trust Planning
We offer estate planning, including the creation and management of trusts, to align with your long-term goals.

Bookkeeping Services for Small Businesses
We specialize in bookkeeping services for small businesses, to assist with creating smooth financial operations. Our team handles cash flow management, tax filings, payroll, and QuickBooks support, so business owners can focus on growth.

Why Choose Us?

If you’re not paying close attention to how taxes are affecting your overall financial plan, you could be losing enormous amounts of money unnecessarily. Having a financial advisor who is also a CPA can be invaluable, in preparing for a tax-advantaged retirement and financial planning

At John R. Monaco & Co., we are dedicated to supporting the financial well-being of Putnam County residents. Whether you need expert tax advice, reliable bookkeeping, or strategic investment guidance, our personalized service can help with your financial goals.

Frequently Asked Questions

What business accounting services do you offer?
We provide payroll management, bank reconciliation, tax filings, and part-time CFO services (meaning in place of your own full-time CFO) for businesses of all sizes. Click Here to learn more.

How can a CPA benefit my business?
A CPA ensures accurate financial reporting, tax compliance, and helps identify growth opportunities through sound financial management.

Do you offer estate planning services?
Yes, we assist with estate and trust planning to secure your assets and provide for your heirs according to your wishes.

Need Financial Planning or Accounting Services?

No matter where you are on your financial journey—whether you need help with personal finances, business accounting, tax planning, or investment strategies—John R. Monaco & Co. is here to support you. Our team is committed to providing thoughtful, expert guidance to help you with your financial goals. Reach out today, and let’s explore how we can help in planning your financial future.

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