We handle your accounting.
So You Can:

Ship product Serve your clients Spend time with family Launch the next product line Land your next big client Open your next location Take a real vacation Grow your team Expand into new markets

Santos & Co. provides CPA-led accounting, tax, and advisory support so your books stay clean, your numbers make sense, and you always know where your business stands.

When the numbers aren’t clear, everything feels harder.

Messy books

Transactions fall through the cracks, and your books never feel fully caught up.

Unclear reports

You don’t have the insight you need to make confident business decisions.

Tax-time stress

You're never quite sure if you're ready or if you'll owe more than expected.

FREE QUICKBOOKS CHECKUP

A CPA-led second look at your QuickBooks file.

We’ll review your books, spot what’s holding you back, and share clear next steps with no obligation.

HOW WE WORK

A simple, proven process for lasting clarity.

Checkup

We review your books and identify what's holding you back.

Foundation

We clean up and organize your books so you can move forward with confidence.

Maintenance

We keep your books current, accurate, and tax-ready every month.

Insights

You get clear reports and key metrics to guide better decisions.

Advisory

We partner with you to plan ahead and build a stronger business.

SERVICES

Financial support that grows with your business.

QuickBooks Cleanup & Setup

Start with clean, accurate books built the right way.

Monthly Accounting & Bookkeeping

Day-to-day bookkeeping so your numbers are always up to date.

Monthly Close & Reporting

Clear, timely reports that help you see what matters most.

Taxes

Tax planning and filing done right, so you keep more of what you earn.

Advisory

Strategic guidance and planning to help your business grow.

CPA-LED. CLIENT FOCUSED.

Your business deserves more than basic bookkeeping.

We combine CPA-level expertise with real-world business experience, so you get more than a set of numbers. You get a partner who helps you understand what they mean and what to do next.

CPA-led expertise

Proactive communication

Accurate & reliable

Straightforward advice

Who we are

Meet the CPA behind Santos and Co.

Hi, I’m Simon Santos, the CPA behind Santos & Co. I started this firm because too many small business owners receive reports they do not fully understand, with little guidance on what to do next. My focus is simple: helping you know where your business stands, what needs attention, and how to make decisions with confidence.