Business Management Services

Your business,
fully managed.

From vendor payments and agency coordination to tax planning and monthly reporting. One dedicated team running your entire financial back-office so you stay focused on growing your business.

Vendor & Bill Pay
Invoices received, reviewed, paid
IRS Quarterly Payments
Calculated, scheduled, submitted
Monthly Reporting
P&L, cash flow, tax position
20+
Years Serving Businesses
8500+
Businesses Managed
25+
Awards Earned
TRUSTED BY CLIENTS WORKING WITH
Align PR
The Gersh Agency
WME
DBA
Whalar Group
CAA
First Round Management
Align PR
The Gersh Agency
WME
DBA
Whalar Group
CAA
First Round Management
Align PR
The Gersh Agency
WME
DBA
Whalar Group
CAA
First Round Management
Align PR
The Gersh Agency
WME
DBA
Whalar Group
CAA
First Round Management
Align PR
The Gersh Agency
WME
DBA
Whalar Group
CAA
First Round Management
Align PR
The Gersh Agency
WME
DBA
Whalar Group
CAA
First Round Management
The Problem We Solve

Running a business is hard enough without chasing your own finances.

Most business owners are generating solid revenue but have no real visibility into where their money is going. Here is what we see every day.

01
No bookkeeping system
Six and seven-figure businesses running with zero organized books, making every financial decision off a bank balance.
02
Vendor invoices piling up
Bills coming in from multiple vendors and agencies with no centralized system to track, approve, or pay them.
03
IRS surprise bills
Missed quarterly payments turning into massive year-end tax bills, penalties, and interest that could have been avoided.
04
Overpaying in taxes
No entity structure, no investment vehicles, no planning. Leaving tens of thousands with the IRS every year unnecessarily.
Who We Serve

Industries and clients we specialize in.

Greenlight focuses on service-based businesses across multiple industries. If your business generates income and needs a financial team behind it, we are built for you.

Contractors & Construction
Contractors & Construction
General contractors and builders who need organized books, payroll support, and tax compliance across multiple projects.
Medical Professionals
Medical Professionals
Medical practices managing complex billing, payroll, and tax strategies across high-income operations.
Law Firms & Legal Professionals
Law Firms & Legal Professionals
Attorneys and practices that need precise financial management and proactive tax planning.
Real Estate Investors
Real Estate Investors
Investors with multiple properties who need business and personal tax strategy working together.
High-Income Entrepreneurs
High-Income Entrepreneurs
Business owners generating serious revenue who need a full financial team without hiring one in-house.
What We Handle

Six areas. Fully managed.

Everything behind your business finances, handled by one dedicated team. One point of contact, complete back-office coverage.

Vendor & Bill Pay
We onboard your vendors, set up automated payments, and coordinate with agencies. Every invoice handled without you touching it.
Bookkeeping & Accounting
Monthly statements, reconciliations, and payroll support. Your books are always accurate, current, and ready when you need them.
Tax Planning & Compliance
Quarterly IRS payments, mid-year planning meetings, and year-end filings. No surprises, no penalties, no scrambling in April.
Business Consulting
Financial forecasting, profitability analysis, and entity structure guidance so you can make informed decisions with confidence.
Personal Finance Integration
Business and personal tax strategies coordinated together, including investments, real estate, and retirement planning.
Business Formation
Entity setup, EIN registration, and full compliance infrastructure from day one. Start clean and stay protected as you grow.
Content Creator / Influencer
Business Financial Summary
Revenue (YTD)$1,240,000
Vendor bills paid$218,400
Q3 IRS paymentSubmitted
Tax savings via planning$94,200
Net cash position
$612,400
The Greenlight Difference

Not just an accountant. Your dedicated financial team.

Most business owners get a bookkeeper who shows up in April. Greenlight is embedded in your business year-round, managing cash flow, paying vendors, planning taxes, and giving you the financial clarity to make real decisions.

Always know exactly where your money is
Monthly P&L, cash flow reports, and tax position updates so you are never guessing.
Vendor and bill pay handled without you touching it
We onboard your vendors, set up payments through Ramp, and manage every invoice on your behalf.
Tax strategy that runs all year, not just in March
Mid-year reviews, quarterly IRS payments, entity optimization. We reduce what you owe before the deadline arrives.

Our client’s success is our success

What Our Clients Are Saying
Yesi Hill
Client
Very satisfied with services received. Second year of doing my taxes with Eddie, and it's always a fast, uncomplicated and seamless process. His communications are to the point and efficient. Grateful for his swift services; he's made tax season a little less stressful for me!
Eugenio Villarreal
Client
I have worked with Greenlight for 8 years now. I have always been really happy with their service as they are very professional when it comes to delivering their services. Always quick and accurate with their responses. I could not think of a better company to do my taxes.
Can D.
Client
I am writing to highly recommend Greenlight Financial for their exceptional accounting services. As a small business owner, I have been working with Greenlight for the past 3 years and have always been impressed by their professionalism, expertise, and attention to detail.
Chris DiMercurio
Client
We have been using Greenlight Financial for over 10 years now, they have always stayed on top of or 1 step ahead on everything they have done for us, there customer service is good and they're very tentative to your needs both with financial and tax goals.
Andrew Guinn
Client
I have been working with Greenlight for quite a while now and I couldn't recommend them more highly. Their customer service is above and beyond and they always deliver all of our financial reports in a timely manner.
Cary B.
Client
We have been using Greenlight Financial for a few years, they are a great company to work with. Communication is key and they provide great communication. They have a team of professional individuals that assist with all of our tax needs. I highly recommend them if you are looking for a great company that will make you feel at ease during a busy and stressful tax season.
Rodolfo G
Client
GLF are hands down the most trustworthy people when it comes to accounting services. As an immigrant starting a tech company I have seen the great value that it has been over the years to work with this amazing team. Thank you for all you do. Let more success come your way, team!
Common Questions

Answers before you call.

Still have questions? Book a free 30-minute consultation and we will walk through everything together.

Book a Free Call
Accounting oversight, vendor and bill pay management, tax planning, quarterly IRS payments, business consulting, and personal finance integration. One team, everything handled.
Not at all. We work with solo operators, small businesses, and growing companies across multiple industries. If money is moving through your business and you want it managed properly, we can help.
We use Ramp to manage your accounts payable. We onboard your vendors, set up automated payment schedules, and review everything monthly. When an invoice comes in, forward it to us. That is all you need to do.
Yes. Through proactive planning, entity structure optimization, and investment vehicle strategy, many clients reduce their liability substantially. We meet mid-year and year-end to make sure every tool is being used.
Yes. We specialize in coordinating business and personal tax strategies so they work together. This includes investment planning, real estate, and retirement account setup for business owners maximizing long-term wealth.
Get Started

Ready to hand off your financial back-office?

Book a free 30-minute consultation. We will learn your situation and tell you exactly how we can help.

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