Monthly accounting and tax help, explained in plain language

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Month-End Accounting, Tax Returns and IRS Help, Remote Across the United States

Esti works with small business owners on Zoom anywhere in the United States, with appointments on weekday evenings from 6 PM and any time on Saturday or Sunday. Monthly books, payroll and sales tax, business and individual returns, and Enrolled Agent representation.

  • Enrolled Agent
  • Free Consultation
  • NAEA Member
Over-the-shoulder view of a person at a home table reviewing a printed financial statement during a video call on a laptop

1

Which services are available to remote clients?

Everything this practice offers is delivered remotely: month-end accounting, payroll tax and sales tax filings, S-corporation, partnership and individual tax returns, and representation on IRS or state notices where Enrolled Agent authority applies. There is no office waiting room and no travel. Work happens over Zoom and secure document exchange, with screen sharing so you and Esti are looking at the same statement while you talk it through.

Remote clients get the same monthly rhythm as anyone else. Each month closes, the statements get reviewed, and then Esti walks you through what the numbers say in ordinary words. Budgeting and forecasting are not part of the monthly accounting package, so the review stays focused on what your business actually earned, spent, owes and has available in cash.

Month-End Accounting

The monthly close covers bank, credit card, sales and payroll reconciliation, then a review of the financial statements with the owner. A typical month runs about 5 to 10 hours of work, depending on account volume and how the records arrive. The point of the review call is that you finish it knowing what changed since last month and why.

Payroll tax, sales tax and returns

Payroll tax and sales tax filings are handled alongside the monthly books, which keeps the filings tied to numbers that have already been reconciled. Tax returns are prepared and completed for S-corporations, partnerships and individuals. Because the books are current all year, return season becomes a review of information you have already seen rather than a scramble for records.

IRS and state notices

If a notice arrives from the IRS or a state agency, send it over and Esti will read it with you: what it is asking for, what the deadline is, and what your options are. As an Enrolled Agent, Esti holds federal representation rights and can step in and represent clients where that authority applies. Notices should not be set aside, because most of them carry response dates.

2

How does remote service work month to month?

It works on a set cycle. You share statements and documents securely after the month ends, Esti reconciles the accounts and prepares the financials, and then you meet on Zoom to go through them. Nothing is emailed over as a PDF with no explanation. The review conversation is the part clients keep, because that is where planning for the year-end tax bill starts.

Between closes, questions get answered by phone or email in plain language. A new equipment purchase, a hire, an owner draw, a state you just started selling into: those are easier to handle in the month they happen than in April.

What you send and how

Bank and credit card statements, sales reports, payroll reports and any loan or merchant statements, shared through secure document exchange rather than loose email attachments. If your records live in a bookkeeping program already, access can be shared directly. If they live in a shoebox and a spreadsheet, that is workable too, and cleanup is discussed before the first close so you know the scope.

How meetings happen and when

Every meeting is on Zoom, including the first consultation and each monthly review. Screen sharing covers what an office visit would: we open the reconciliation, the profit and loss statement or the notice and go through it together. Appointments are currently available on weekday evenings from 6 PM and any time on Saturday or Sunday, scheduled around your time zone.

3

What should remote and multi-state businesses watch for?

Working remotely often means your obligations are spread across more than one state, and that is where small businesses get surprised. Employees in a second state usually mean payroll registration and filings in that state. Selling into other states can create sales tax registration and filing duties. Each state agency sets its own deadlines and sends its own notices, which is why the monthly close reviews payroll and sales activity rather than looking at them once a year.

Remote work also changes how records reach an accountant. Statements, payroll reports and sales data come from different logins, and gaps show up fast when nobody reconciles monthly. Setting up steady access at the start removes most of the back-and-forth later.

Payroll across state lines

If you hire someone who works from another state, payroll tax normally follows the employee's work location. Registration, withholding and state filings are reviewed as part of the monthly payroll reconciliation so a new hire in a new state does not turn into a late-filing letter six months on.

Sales tax where your customers are

Sales tax depends on where you sell, not only where you sit. As sales grow into more states, the monthly sales reconciliation shows the volume by state, which gives you a factual basis for deciding when registration and filing need to be addressed. Sales tax filings are handled once those obligations are in place.

4

Which areas does remote service cover?

Remote service covers small business owners anywhere in the United States. There are no branch offices and no service radius, so a client in a small town has the same access as one in a major metro area. Scheduling is arranged around your time zone, which matters for owners on the West Coast and for East Coast owners who prefer an evening slot after the shop closes.

All meetings are held on Zoom, so your location makes no difference to how the work runs. Appointments are available on weekday evenings from 6 PM and any time on Saturday or Sunday.

5

Why choose EENACCOUNTINGANDTAXRESOLUTION LLC for remote accounting?

Three reasons hold up under questioning. First, contact is monthly rather than annual, so decisions get made while you can still affect the tax year. Second, the financial statements are explained, not just delivered, so you can say what your margins and cash position are without guessing. Third, Esti is an Enrolled Agent with federal representation rights and can represent clients before the IRS where that authority applies, which means bookkeeping, filings and notice work stay with one person who already knows your records.

Esti founded the practice in 2026 and works with small business owners across the country. She is a member of the National Association of Enrolled Agents and the Worldwide Women's Association. One client, B. Marcote, put it this way: "You are the best! Thank you for helping me as much as you do."

Plain language, on purpose

Accounting vocabulary is not the point of the meeting. If a term comes up, it gets defined. If you ask why a number moved, you get the reason and the transaction behind it. Owners who have felt talked past by previous accountants tend to notice this difference on the first review call.

Introductory rate for monthly clients

There is a special introductory rate available for a limited number of small business clients who sign up for monthly accounting services. Ask about it when you book your consultation, and Esti will confirm what your monthly scope would include before you commit to anything.

6

How do you get started with remote service?

Book an appointment for a free consultation by phone at 1(917)623-4217, by email at esti@eenaccountingandtaxresolutionllc.com, or through the form on this page. Mention your entity type (S-corporation, partnership or sole proprietor), how many bank and credit card accounts you have, whether you run payroll or collect sales tax, and your time zone. That is enough to size the work and set a monthly scope.

Messy books are normal at the start, and so are unfiled returns from earlier years. Neither one is a reason to delay the call. Esti will review where things stand, explain what needs to be done, and put together a plan to get you current, in the order that protects you first.

Your first month

The first close usually takes longer than later ones because accounts are being connected and prior balances checked. After that, the cycle settles into a predictable monthly close and review. Payroll and sales tax deadlines are mapped out early so nothing depends on someone remembering a date.

Ready to book?

If you run a small business anywhere in the United States and want monthly accounting handled remotely, schedule your consultation for remote service today. Bring a notice if you received one, and bring your questions in whatever words you already use for them.

Common questions

Do I have to be in a particular city to work with you?
No. Remote service is available to small business owners throughout the United States. Meetings happen on Zoom, documents are shared securely, and appointments are scheduled around your time zone. There is no office you need to visit.
Will we ever meet in person?
Meetings happen on Zoom rather than in person, wherever you are. Screen sharing means we can look at the same statement, notice or reconciliation together, so the conversation works the same way an office visit would, without either of us losing time to travel.
Can you handle payroll and sales tax in more than one state?
Yes. Payroll tax and sales tax filings are part of the monthly work, and multi-state situations are reviewed as they arise. If you hire in a new state or start selling into one, tell Esti in that month's review so registration and filing requirements can be addressed before deadlines pass.
What if I have unfiled returns or several years of problems?
Bring them to the consultation. Esti will help you understand what needs to be done and develop a plan to get you back on track, starting with the items that carry deadlines. S-corporation, partnership and individual returns are prepared in-house, so past-year filings and current bookkeeping stay with the same person.
I received an IRS or state notice. What should I do?
Do not ignore it. Send it over and Esti will review it with you, explain what the agency is asking for and what the response date is, and discuss your options. As an Enrolled Agent, she can represent clients before the IRS where Enrolled Agent authority applies.
My books are a mess. Is that a problem?
No. Don't worry if your books aren't perfect; that is what this service is for. Esti reviews the current state of your records during the consultation and explains what cleanup the first close would involve, so you know the scope before work begins.
How do I send my documents if we never meet?
Statements, payroll reports and sales data are shared through secure document exchange, or by giving access to the bookkeeping program you already use. The setup is arranged in the first month so each close starts with the records already in place.
When are appointments available?
Appointments are currently available on weekday evenings from 6 PM and any time on Saturday or Sunday. Times are set around your time zone, so pick the slot that fits your week and we will schedule the review then.