Our Services

CPA-Led Financial Expertise

Since 2005, Impact Financial Inc has provided reliable and accurate financial services to small businesses across Massachusetts. Our CPA-led approach ensures your finances are handled with precision, giving you the clarity and confidence to focus on running and growing your business

What We Offer

Our Small Business Financial Services

Small business financial services including bookkeeping, payroll, accounting, tax preparation, retirement planning, and business financing support across Massachusetts.

Bookkeeping Services

We maintain accurate, up-to-date bookkeeping to give you a clear picture of your business finances. We handle daily transactions, reconciliations, and monthly reporting so you always know where your money stands.

Payroll Services

We manage payroll processing, filings, and compliance so your employees are paid correctly and on time. Reduce risk, avoid penalties, and free yourself from payroll stress.

Accounting & Tax Preparation

We manage your finances from monthly accounting to year-end tax preparation, ensuring accuracy and compliance. We help you minimize tax exposure and stay prepared year-round.

Business Start-Up Services

Starting a business is exciting and complex. We help new business owners set up financial systems, choose the right structure, and start on solid financial footing from day one.

Insurance Audits

We assist businesses in preparing for and responding to insurance audits. Our goal is to ensure accuracy, reduce overpayments, and protect your business from unnecessary costs.

Personal Financial Planning

We help business owners and employees plan for the future with confidence. From retirement planning to long-term financial strategies, we align your personal goals with your business success.

Business Planning & Financing

We help you develop strong business plans and prepare financials that support smart decision making and financing opportunities, whether you are growing, stabilizing, or seeking funding.

Retirement Planning

We provide personalized planning to help business owners and employees manage finances, plan for the future, and prepare for a secure retirement.

Our Clients
Who We Serve

Small Businesses

Established companies needing reliable bookkeeping, payroll, and tax preparation to stay compliant and profitable.

Startups

New ventures that need proper financial foundations - entity structuring, initial bookkeeping systems, and tax planning from day one.

Contractors & Tradespeople

Independent contractors and skilled trades professionals managing job costing, quarterly estimates, and 1099 compliance.

Entrepreneurs

Self-starters and solopreneurs who need a financial partner to help scale operations and plan for sustainable growth.

Let's Take the Stress Out of Your Business Finances

If you’re ready to gain control of your bookkeeping, payroll, taxes, and financial planning, Impact Financial Inc is here to help. Let’s build your financial success together.