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Modern Financial

New York, USA

Advisor Type

accountant

Accounting Systems

QuickBooks

Xero

Sales Channels

Amazon

eBay

Walmart

Etsy

Shopify

Services

Taxomate Setup Service

Monthly Bookkeeping

Full Accounting Service

About Us

Welcome to Modern Financial Care, your dedicated partner in achieving financial clarity and growth. Formerly known as Modern Bookkeeping & Tax Service (MBTS), we have rebranded to better reflect our comprehensive approach to financial management. Our mission remains the same: to provide all-encompassing financial support for businesses, individuals, and non-profits.

Our Services

Businesses

We offer the Business Care Bundle starting at $399/month, which includes:

  • Business & Personal Financial Strategy: Create seamless integration between your business and personal finances, helping you reach your goals faster.
  • Custom Step-by-Step Action Planning: Prioritize tasks effectively to boost profits and growth.
  • Full Service Compliance: From tax prep and planning to accounting, payroll, and IRS correspondence, we handle it all.
  • Access to Your Personal Financial Care Team: Enjoy unlimited virtual access to a dedicated team that knows your business inside and out.

How It Works

  1. Mutual Exploration: We discuss your needs and goals to ensure our services are a perfect fit.
  2. Onboarding: Enroll in the right package, and we'll gather all necessary data to get started.
  3. Better, Faster Results: We manage the major financial aspects of your business, allowing you to focus on growth.

Why Choose Us?

Modern Financial Care stands out for its personalized approach and commitment to client success. Our team offers valuable insights and world-class service without additional charges for phone calls, meetings, or consultations. We help you plan for the big picture, optimize tax benefits, and adjust strategies as your life and business evolve.