Bookkeeping Services:
- Accurate recording and maintenance of financial transactions
- Bank statement reconciliation
- Accounts payable and receivable management
- General ledger maintenance
Financial Statement Preparation:
- Monthly, quarterly, or annual financial statements
- Balance sheets, income statements, and cash flow statements
- Financial analysis and interpretation
Tax Preparation and Planning:
- Individual, business, and corporate tax return preparation
- Tax planning and strategy development
- Identification of potential deductions and credits
- Compliance with federal, state, and local tax regulations
Payroll Services:
- Payroll processing and management
- Calculation of employee wages, deductions, and withholdings
- Timely and accurate filing of payroll taxes
- Preparation of W-2s and 1099s
Business Systems and Processes:
- Evaluation and improvement of existing financial systems
- Implementation of efficient accounting software solutions
- Development of standardized processes and controls
- Training and support for staff on financial systems
Financial Analysis and Reporting:
- Interpretation of financial data for decision-making
- Budgeting and forecasting
- Key performance indicator (KPI) tracking
- Customized financial reports and dashboards
Government Reporting and Compliance:
- Assistance with tax account registration
- Preparation and filing of federal, state, and local tax forms
- Compliance with regulatory reporting requirements
- Representation in tax audits or inquiries
Financial Consulting:
- Business financial planning and goal setting
- Cash flow management and optimization
- Investment analysis and advice
- Financial risk assessment and mitigation strategies
CPAs Collaboration:
- Coordination with Certified Public Accountants (CPAs) for tax planning and complex financial matters
- Provision of necessary financial information for CPAs during tax season
- Collaborative support for audits or financial reviews
Business Advisory Services:
- Strategic financial advice and guidance
- Start-up assistance and financial planning
- Business expansion and growth strategies
- Mergers, acquisitions, and business valuation