Cost Accounting, Bookkeeping, Taxes, Financial Planning & Analysis
We can simplify your tax & financial matters
Maximizing Deductions and Streamlining Finances for Small Businesses & Individuals
Bookkeeping
At Fellow Travelers, we provide accurate, reliable bookkeeping that gives you a clear picture of your finances without the hassle. From transaction tracking and accounts receivable/payable to reconciliations and reporting, we streamline the process so you can spend less time worrying about numbers and more time building your business. Whether you’re a business, nonprofit, or independent professional, our bookkeeping services are designed to keep your financials organized, compliant, and ready for smarter decision-making.
Financial Planning & Analysis
We go beyond bookkeeping and taxes to deliver strategic Financial Planning & Analysis (FP&A) tailored for startups, small & medium sized businesses, non-profits, and solopreneurs. Strong decisions require clear, forward-looking numbers. Our FP&A services are designed to help you move beyond what already happened and turn those numbers into truly actionable insights. Our goal is to give small & medium sized businesses, nonprofits, and solopreneurs the financial clarity larger companies rely on—without the complexity or overhead.
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Tax Advisory and Planning + Tax Returns
We provide clear, reliable tax services that go beyond filing forms. We can complete any business or individual tax return regardless of complexity (FBAR, expat, multi-state W2s and businesses, SALT tax & pass-through taxation strategy, R&D and Work Opportunity credits, etc. We help businesses, non-profits, and solopreneurs stay compliant, minimize surprises, maximize savings & tax credits, and plan ahead with confidence. Our approach includes not only preparation and filing, but also proactive tax planning and advisory—so you can structure decisions wisely, optimize deductions, and align your tax strategy with your long-term goals.
Fellow Travelers is a Professional Services Firm that can help you complete your tax returns, set up your business, establish GAAP accounting & bookkeeping best practices, create investor ready reports and models, develop cash flow and KPI based models to help you make better financial decisions, and generally navigate the financial "plumbing" of running your business & personal life.
We've been helping small businesses, nonprofits, and self employed entrepreneurs for over 18 years. Their stories range from immigrant startups, to family businesses spanning four generations, to people who just "helped others and it became a job". One commonality is that no one wanted "accounting" as a focal point in their day to day lives.
Fellow Travelers was created for us, and hopefully for you as well. Founded by self employed entrepreneurs, we understand your journey. Yes small businesses are nimble and clever, but there’s also the stuff we don’t have access to, don’t have the bandwidth to stay on top of, or have the desire to learn outside our core competencies and busy personal lives.
People & Businesses don’t exist in vacuums, they exist within the context of the owner’s and employee’s daily lives, hopes and goals, and their place within the communities they operate in. We can help with that.
Matt Tae (Co-Founder)