Tax, Bookkeeping & Payroll Built for Your Business.
From accurate monthly books to payroll, sales tax, and year-end filings, we handle the financial back office so you can focus on running and growing your business — with an Enrolled Agent in your corner for IRS matters.
Why Small Businesses Choose Portside
We act as your virtual accounting department — accurate books, compliant payroll, and proactive tax strategy without the overhead of a full-time hire.
Full-Service Back Office
Monthly bookkeeping, financial statements, and clean books ready for tax season — so you always know where the business stands.
Payroll Done Right
Payroll setup, processing, and filings handled accurately and on time, so your team is paid correctly and your filings stay compliant.
Tax Strategy That Scales
Entity selection, quarterly estimates, and deduction planning that grow with you — helping you keep more profit as revenue increases.
Services for Small Businesses
Bookkeeping, payroll, business tax preparation, and advisory services that cover your whole financial back office.
Business Tax Filings
Done-for-you business tax prep and filing services that keep your company compliant, maximize savings, and provide clear guidance.
Learn MoreBookkeeping + Accounting
Reliable bookkeeping and accounting services for businesses and nonprofits, helping you stay organized and make informed decisions.
Learn MorePayroll Services
Reliable payroll services for businesses and nonprofits, ensuring accurate employee payments and tax compliance.
Learn MoreTax Relief + Resolution
Each year, millions of taxpayers receive letters or notices from the IRS. If it requires attention, Portside can help.
Learn MoreMerchant Services
We now offer merchant processing services for small businesses. No hidden fees. No long-term contracts. Just honest, transparent pricing.
Learn MoreFormations
Helping entrepreneurs and business owners launch new businesses and nonprofits with streamlined formation services.
Learn MorePartner Offer
Merchant Services powered by Helcim
Interchange-plus pricing, no monthly fees, and no contracts — rates that actually decrease as you process more. Seamlessly reconciled with your bookkeeping.
Comprehensive Business Financial Management
Common Small Business Challenges We Solve:
- Books that are months behind at tax time
- Payroll filings that are late or incorrect
- Commingled personal and business expenses
- Missed deductions and overpaid taxes
- No clear picture of cash flow or profitability
What Small Business Owners Say
Hear from founders and owners who trust Portside with their books, payroll, and taxes.
“I've been working with Dane at Portside [formerly Financial Umbrella] for a few years and the experience has been great! He is always super helpful and quick to answer all my questions. Tax season is a breeze as Dane just handles all of it.”
Josh B.
Owner, Lehigh Valley Bin Cleaning
“Dane is extremely knowledgeable and can explain processes in detail so that you understand what is happening. I have referred him to my family members and trust him with all tax needs. He really cares and goes to length to make sure we understand the process. He also makes sure we are doing what is best for us financially. I cannot recommend Financial Umbrella enough!”
Alyssa A.
Co-owner, Guardian Lock & Security LLC
“Financial Umbrella and Dane are experienced tax professionals who provide quality service and care for myself and my business. I have been using Dane for several years now and he has made the hassle of tax season a breeze. Strongly recommend any of his services to the individual and/or business.”
Nick V.
Owner, Virnelson Outdoors LLC
Ready to Get Your Business Finances in Order?
Let us run the back office — books, payroll, and taxes — so you can focus on growth. Start with a free assessment built for your business.