TCS Advisory provides CPA-led monthly bookkeeping, controller reporting, tax planning and defined annual tax preparation for delis, smoke shops and licensed cannabis operators.
TCS records and reconciles the activity, then reviews whether the numbers make sense—especially cash, POS deposits, inventory, sales tax, gross margin and tax exposure.
Practical bookkeeping, controller reporting and tax support for busy owner-operated stores.
Clearer books and stronger controls for high-SKU, cash-intensive operations.
Specialized accounting infrastructure for regulated operators and growing teams.
A store can stay busy every day and still struggle to explain where the cash went, which products are profitable, or how much should be reserved for taxes.
Deposits do not match sales.
Cash, card, delivery and POS activity need to reconcile.
Inventory hides margin problems.
Purchases alone do not show what was actually sold.
Tax arrives without a plan.
Quarterly projections and reserves reduce surprises.
Owners receive reports too late.
Monthly controller reporting turns books into decisions.
Most clients choose full monthly bookkeeping plus controller and tax support. If you already have a capable bookkeeper, TCS can instead provide the CPA-level review, analysis and tax layer above that work.
TCS handles transaction categorization, bank and credit-card reconciliations, POS activity, month-end close, financial reporting and tax readiness.
Your bookkeeper maintains the records while TCS provides balance-sheet quality control, inventory and margin analysis, KPI reporting, tax projections and owner meetings.
Final pricing depends on transaction volume, accounts, entities, locations, inventory complexity, reporting requirements and tax filings.
CPA-led monthly bookkeeping, owner reporting and proactive tax support for a single-location retailer.
Specialized monthly bookkeeping, controller reporting, tax planning and annual business tax preparation for licensed cannabis operators.
Complete accounting oversight, deeper forecasting and tax advisory for owners making higher-stakes decisions.
Available when the current books, workflow or tax records are not ready for an ongoing monthly accounting engagement.
Reconcile historical activity, correct classifications and establish reliable opening balances before monthly service begins.
Configure QuickBooks around the business, locations, reporting needs and tax workflow.
Federal and state return preparation supported by organized book-to-tax workpapers.
Individual return preparation for business owners, offered primarily with business services.
Estimated-tax projections, reserve guidance and a written action plan before year-end.
Cash-flow forecasts, budgets, KPI reporting and financial support for major decisions.
I’m a licensed CPA in New York with experience across KPMG’s audit practice and senior corporate accounting work at TKO, the parent company of WWE and UFC.
I founded TCS Advisory to give owner-operated and regulated businesses something more useful than transaction entry: clean monthly books, disciplined controls, tax-ready records and clear financial guidance.
Whether you run a neighborhood deli, a specialty smoke shop or a licensed cannabis operation, the goal is the same—understand the numbers, plan ahead and build a stronger business.
We discuss your business, current books, tax concerns and reporting needs.
We assess the accounting file, reconciliations, statements, workflow and outstanding risks.
You receive defined responsibilities, cleanup needs, tax scope and a fixed monthly price.
TCS maintains or reviews the books, delivers reporting, plans for taxes and meets with ownership.
Yes. TCS provides monthly bookkeeping, controller reporting, tax planning and defined tax preparation for inventory-heavy local retailers.
Yes. Cannabis remains a core specialty, including dispensaries and other licensed operators that need inventory, COGS, tax-ready reporting and controller support.
Yes. TCS prepares business returns and may prepare the owner’s individual return when included in the engagement. Scope is confirmed in writing.
Selected plans spread the fee across the year. Included returns are limited by entity, owner, state and complexity; additional work is priced separately.
Yes. TCS can perform the monthly bookkeeping directly or work alongside your existing bookkeeper as the CPA/controller review layer.
We begin with a separately priced cleanup or catch-up engagement before recurring monthly accounting begins.
Yes. Secure cloud systems support virtual delivery. Local meetings or store visits may be available when appropriate.
No. TCS provides accounting, tax and financial advisory services and coordinates with legal counsel where needed.
Book a free discovery call to discuss your accounting, tax exposure and the right level of monthly support for your business.