We go beyond the numbers. Our mission is to provide you with ongoing, personalized guidance so you can make timely and confident financial decisions.
We specialize in helping individuals and small businesses take control of their finances through a strategic, human, and tailored approach. By centralizing your accounting, tax, and administrative processes, we adapt everything to your unique financial reality—delivering efficiency, clarity, and transparency at every step.
Think of us as your boutique financial partner: committed to building trust, order, and sustainable results that support your long-term growth.
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Our Services
Tax Preparation and Planning
We handle individual and corporate tax filings at both federal and state levels, manage ITIN, BOI, PTIN, and Annual Reports, resolve tax disputes, and design strategies for effective tax planning.
Bookkeeping (Accounting)
Our bookkeeping service ensures detailed financial records, accurate bank reconciliations, customized monthly reports, and smart expense categorization for better financial organization.
Cost and Expense Control
We provide cash flow analysis, build personalized budgets, identify savings opportunities, and detect inefficiencies to optimize operations and reduce costs.
Strategic Advisory and Financial Guidance
We regularly evaluate your financial health, create projections, track goals, and provide guidance for key decisions, while diagnosing growth, profitability, and sustainability.
Advisory for Startups and Growing Projects
We support entrepreneurs with complete accounting and tax setup, business registration and entity selection, banking and QuickBooks guidance, financial education, and the design of essential processes and performance indicators.
What Makes Us Different?
we don’t just work for you, we work with you.
At M&M Finance & Consulting LLC, we don’t just provide financial services — we walk alongside you. We take the time to understand your reality, adapt to your processes, and deliver results that truly matter.
We are a boutique firm with a strategic, human, and approachable mindset. We help individuals and small businesses organize their finances, meet their obligations, and make clearer, smarter decisions.
We centralize your accounting, tax, and administrative processes, using practical — not intrusive — technology to simplify complexity and give you full visibility at every step.
Everything we do is guided by our CECTEC methodology, which reflects our core values:
Closeness, Efficiency, Confidence, Technology, Experience, Commitment.
Our CECTEC methodology represents the heart of our firm: a set of values that make a difference at every step.
Closeness
We listen, understand, and support you with genuine attention.
Efficiency
Fewer complications, more useful and organized solutions.
Confidence
We act with honesty, clarity, and consistency.
Technology
We use tools that simplify rather than overwhelm.
Experience
We guide you with real-world insight, not just theory.
Commitment
We take your business as seriously as you do.
