Yonkers, NY
The finance team behind the businesses quietly running Westchester.
Honest books. Tax moves made in March, not April. A real person on the phone when something matters. That's it — that's the whole pitch.
Client Dashboard
Q3 — Yonkers, NY
Cash on hand
$184k
+12%
Net margin
27.4%
+3.1
Runway
9.2 mo
stable
12-month cash flow
Financial Clarity
Know your numbers. Lead with confidence.
Business owners make better decisions when they understand what their numbers are telling them. Our work goes beyond closing the books — we translate your financial activity into a clear picture of where your business stands and where it's headed.
Financial visibility
Real-time access to clean, accurate numbers — not last quarter's guesses.
Cash flow you can trust
Forecasts that show what's coming in, what's going out, and what's safe to spend.
Profitability insight
Understand which services, jobs, and clients actually move the needle.
Decisions, not just data
Reports paired with plain-English recommendations on what to do next.
Signature Offering
Your back office.
Without the overhead.
You no longer need a full in-house accounting department to gain professional financial support. We run your bookkeeping, payroll coordination, document management, and reporting from our Yonkers office — quietly, accurately, and on time.
- Cloud bookkeeping with QuickBooks Online
- Monthly close & reconciliations
- Payroll coordination & 1099 filings
- Secure document portal
- Monthly financial reporting package
- Year-round advisory access
portal.csantax.com
Inbox
0 to review
Receipts synced
247
Reports
Sept ready
Gus · CSAN Tax
Sept books closed. Margin improved 3.1 pts — quick call this week?
System
Payroll for 6 employees processed and reconciled.
You
Uploaded 14 vendor receipts via the portal.
How We Work
Built around the way your business actually operates.
Every business runs differently. Our job is to design financial systems that fit how you already work — not force your team to reshape itself around a generic accounting template.
01
Chart of Accounts Review
We audit and restructure your chart of accounts so reports actually reflect how you run the business.
02
Transaction Process Flow
Map how money moves through your company — and where leakage, delay, or confusion lives.
03
Management Analysis
Translate the books into the few numbers leadership should actually be watching.
04
Financial Statement Review
Monthly review of P&L, balance sheet, and cash flow with plain-English commentary.
05
Budget Preparation
Build a working budget you can run the year against — not a document that gets filed away.
06
Cash Flow Management
Forward-looking cash forecasts so payroll, taxes, and growth never collide.
07
Job Costing
Know which jobs, services, and clients are profitable — and which are quietly costing you.
08
QuickBooks Setup
Properly configured QuickBooks Online, tailored to your industry, your team, and your workflow.
Secure Portal
256-bit
Bank-level encryption
Real-time Books
Live
Cloud-synced daily
Document Vault
∞
Searchable & organized
Response Time
< 1 day
Email & messages
Secure workflow
Technology + Human Expertise
The same firm — wherever your business runs.
Whether you're three blocks from our Yonkers office or running a distributed team across the Hudson Valley, you receive the same attentive, advisor-led service. Documents move through a secure portal, books update in real time, and we're a message or call away when something matters.
Clients receive the same level of service online that they would receive sitting across the desk from us.
More Than Bookkeeping
The goal isn't producing reports. It's helping you know what to do next.
Every engagement is framed around the outcome it creates — confidence, organization, profitability, visibility, control, and growth — not the deliverable on the invoice.
Books, kept honest
Reconciled monthly, explained in plain English, never six months behind.
Tax, handled all year
We plan in Q2, not the week before April 15. Fewer surprises, smaller bills.
Numbers you'll actually read
A short monthly report with the three or four figures that matter — and what to do about them.
An advisor on speed dial
Hiring, pricing, a new lease, an IRS letter — call us before you sign anything.
Custom Solutions
For unique businesses doing things their own way.
No two Yonkers businesses look the same. A medical practice on Central Park Avenue runs nothing like a construction firm in Nodine Hill or a law office near Getty Square. Our systems adapt to the client — not the other way around.
- Custom bookkeeping systems
- Custom document management
- Industry-specific workflows
- Job & project costing setups
- Owner-driven KPI dashboards
- Growth-stage financial structures
The Experience
What working with CSAN Tax feels like.
Personal. Professional. Responsive. The kind of long-term relationship where we know your business, your goals, and your year ahead — and you never wonder where the books stand.
- 1
Free Consultation
A no-pressure conversation about where your business is today and what's getting in the way.
- 2
Discovery
A look at your current books, tools, and reporting — and the gaps we'd address first.
- 3
Financial Review
A snapshot of your financial position with practical observations and priorities.
- 4
Bookkeeping Setup
We rebuild or refine your books so reporting is accurate from day one.
- 5
Reporting Cadence
Monthly close, financial package, and a working session to talk through it.
- 6
Tax Preparation
Year-round strategy and seamless preparation — no end-of-year scrambling.
- 7
Ongoing Support
An advisor on call as you hire, expand, buy equipment, raise prices, or open a new location.
Local Roots · Global Reach
Proud to serve Yonkers & Westchester businesses.
From Colonial Heights to Getty Square, from the Hudson River waterfront to the small business districts along Central Park Avenue and McLean — Yonkers is home. We grew up understanding how local entrepreneurs, professional service firms, and multi-generational family businesses actually operate here.
And because everything we do runs securely in the cloud, that same advisor-level service reaches clients throughout Westchester County, the Hudson Valley, and beyond.
10710
Yonkers, NY
Westchester
County
Hudson Valley
& beyond
Free Consultation
Let's talk about your numbers — and what they make possible.
A 30-minute conversation, no pressure, no jargon. We'll listen to where the business is today and tell you honestly whether CSAN Tax is the right fit.
CSAN Tax, LLC · Yonkers, New York 10710 · Westchester County