We're a small, dedicated team of accounting professionals bringing public practice expertise directly to your business. No runaround, no hidden fees. Just straightforward, personalized financial guidance you can count on.
"Big-firm expertise, small-firm care. Your numbers matter to us."
We're a small, dedicated team bringing public practice expertise directly to your business. No runaround, no hidden fees. Just personalized guidance.
We started Pinnacle Financial Group with a simple idea: businesses and individuals deserve accounting services that feel personal. After spending years in public practice at established firms, we noticed a gap: clients were often handed off to junior staff and treated like account numbers.
So we built something different. A small, focused team where every client works directly with experienced professionals who genuinely care about their financial success. We bring the rigor of public practice combined with the accessibility and attention that a boutique firm provides.
Trained at respected firms
Always speak with your preparer
We reply within one business day
No surprises, clear estimates
No junior associates, no handoffs. Every file is handled by the same CPA-trained accountant who knows your business inside out.
You receive a clear engagement letter before we start. No hourly billing surprises. What we quote is what you pay.
Reach us by email or phone Monday through Friday. You will hear back within 24 hours, guaranteed.
Tax season ends. Our relationship does not. We stay available for planning calls, questions, and financial check-ins all year long.
50+ clients trust us with their numbers and their peace of mind.
We focus on the services where we can make the biggest difference for our clients, delivering thorough, accurate work with personal attention at every step.
Clean, organized books you can actually understand. We handle the day-to-day recording so you can focus on running your business.
Thorough, accurate tax returns for individuals, partnerships, and corporations. We dig deep to find every deduction you're entitled to.
Don't wait until April to think about taxes. We help you plan strategically throughout the year to minimize what you owe.
Reliable payroll processing with tax calculations, filings, and W-2 preparation handled so you can stay focused on your work.
Practical financial guidance from professionals who understand the numbers. We help you make smarter decisions with clarity.
Whether you're starting fresh or need help cleaning up existing books, we'll get your accounting software set up and running smoothly.
Our public practice experience spans a variety of sectors. We've worked with clients across these industries and understand their unique financial needs.
Consultants, freelancers & agencies
Investors & property managers
Startups & small tech firms
Shops & online sellers
Contractors & subcontractors
Independent & small chains
Private practices & clinics
Small organizations & foundations
"After years of feeling like just another number at a big firm, switching to Pinnacle was refreshing. They actually know my name and my business. My taxes were done faster and they found deductions I'd been missing."
"They helped me set up QuickBooks from scratch and cleaned up two years of messy bookkeeping. I finally understand where my business stands financially. Worth every penny."
"As a real estate investor, I needed someone who understands rental properties and depreciation schedules. Pinnacle handled my multi-property returns seamlessly and saved me thousands."
Let's talk about your financial needs. No pressure, no obligations. Just an honest conversation.
Get practical tax tips, bookkeeping advice, and financial insights delivered regularly. No jargon, no fluff. Just useful information to help you stay ahead.
Whether you need help with bookkeeping, tax preparation, or just want a second opinion on your finances, we'd love to hear from you. Reach out anytime.
1200 Financial District Blvd, Suite 450
New York, NY 10005
(212) 555-0190
Mon to Fri: 9:00 AM to 5:00 PM EST
hello@pinnaclegroup.com