Overview

About Sterlyn Financial Partners

Sterlyn Financial Partners is a CPA-led firm serving U.S. small businesses and individuals. We catch up and clean up books that are months or years behind, keep them current every month, and prepare business and individual tax returns, including Forms 1120, 1120-S, 1065, 5472 and 1040. We also run payroll, prepare financial statements, manage receivables and payables, and provide fractional CFO support with budgets, cash flow forecasts and monthly reporting. We work in QuickBooks Online, QuickBooks Desktop, Xero and Odoo, or straight from bank statements when there is no software yet, and we implement Odoo accounting for growing businesses. Industries we know well include ecommerce (Shopify and Amazon sellers), real estate investors and landlords, service businesses and construction. Every engagement starts with a free consultation and a fixed written quote, and we reply within one business day.

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Focus

Service Focus of Sterlyn Financial Partners

How the team's effort is distributed across services.

100%

Industries Focus

45%30%25%

Client Focus

Small Business90%
Medium Business10%

The Positioning

AI Tools & Purpose

The stack the team uses to move faster.

Claude
Drafting, research and workflow support

Where we are

Locations (1)

Offices where Sterlyn Financial Partners operates.

Headquarter
United States

United States

Prudential Tower, 800 Boylston Street
Boston, Massachusetts 02199
+16172144889