LHV Accounting & Advisory gives Hudson Valley small businesses the financial clarity, strategy, and confidence to grow — without the cost of a full-time CFO.
No contracts · Month-to-month · Setup in 1–2 weeks
From accounting history to all-too-real nightmares — a little financial wisdom with a smile.
Double-entry bookkeeping was first documented by Luca Pacioli in 1494 — the same year Columbus returned from the Americas. Every debit still needs a credit, 530 years later.
"We reconciled everything... then found a shoebox with 11 months of receipts in the trunk of his car."
— Every bookkeeper, at least onceThe IRS processes over 260 million tax returns per year. The most common mistake? Simple math errors — which software eliminates entirely.
"A client categorized their annual Disney vacation as a 'staff training retreat.' We had a very interesting conversation."
— Hudson Valley bookkeeper, 2023Small businesses with professional bookkeeping are 3x more likely to get approved for a bank loan on their first application.
"He had been paying a vendor twice every month for two years — a duplicate bill nobody caught. That's $18,000 we found in the first cleanup."
— LHV client onboarding, 2022Monday morning at any unmanaged small business 😅 — LHV fixes this.
Every growing business needs reliable financial information and expert guidance.
Clean, accurate books delivered every month — so you always know exactly where your business stands financially.
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Go beyond the numbers. We analyze your financials, identify trends, and provide strategic guidance to improve profitability.
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Anticipate your financial future with confidence. We build rolling forecasts that help you plan ahead, avoid shortfalls, and seize opportunities.
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Messy books holding your business back? We reconstruct and correct your historical records so you can move forward with confidence.
Get a Quote →Perfect for businesses that:
Enterprise-grade financial leadership on a small business budget. Get a strategic financial partner without the full-time executive cost.
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From Hudson Valley restaurants and contractors to retail shops and wellness studios — we understand the seasonal swings and industry-specific challenges you face.
Flat monthly pricing, transparent scope, and a dedicated bookkeeper who picks up the phone. No mystery invoices, no hidden fees.
Real-time access to your financials from any device. We use bank-level encryption and work with QuickBooks Online, Xero, and FreshBooks.
No long-term contracts. Stay because the work is great, not because you're locked in. Cancel anytime with 30 days notice.
While helping Hudson Valley businesses make better financial decisions, we believe accounting should be more than compliance. Business owners deserve financial information that helps them make confident decisions, manage risk, and grow profitably.
Our Mission
"Provide clear financial insights that help small businesses thrive."
By combining bookkeeping expertise with advisory services, we help clients understand their numbers and use them to drive better business outcomes.
Pick the plan that matches where your business is today. Upgrade or add services anytime.
Best for solopreneurs, small businesses & basic bookkeeping needs
Local expertise across all five counties. We know the business landscape because we live and work here too.
"I was drowning in receipts and behind on my books for 8 months. LHV caught us up in two weeks and now I actually understand my financials for the first time."
"They found $11,000 in deductions my last CPA missed. The advisory calls alone have paid for the service 5x over. Best investment I've made for my contracting business."
"We went from reactive to proactive with our finances. The cash flow forecasting helped us survive two slow winters without dipping into a credit line. Invaluable."
"As a landscaping company, our cash flow is all over the place from April through November. LHV built us a forecasting model that finally let us plan hires and equipment purchases with confidence. Game changer."
"I was spending every Sunday doing my own books. Now I spend Sundays with my family. LHV took it all off my plate and my financials are cleaner and more accurate than they've ever been."
"We were preparing for a bank loan and had no idea our financials were such a mess. LHV cleaned everything up, put together a proper package, and we got approved in 3 weeks. Couldn't have done it without them."
"The monthly KPI reports changed how I run my business. I used to make decisions on gut instinct — now I make them with real numbers. My margins have improved 18% in less than a year."
Everything you need to know about working with LHV Accounting & Advisory.
Whether you need bookkeeping, financial reporting, or strategic advisory services, we're here to help.
During this consultation we will:
No pressure. No obligation. Just clarity.
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Track every prospect from first email to closed deal. Click status to update.
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Book a free 30-minute consultation. We'll review your current setup, identify gaps, and show you exactly what we'd do differently — with no pressure to sign up.
Serving all of Westchester, Rockland, Orange, Dutchess, and Putnam counties. Virtual meetings available for clients anywhere in the Hudson Valley.