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FINANCIAL AND ACCOUNTING SERVICES
Your CPA & EA Certified Partner for Complete Financial Clarity

Bookkeeping & Monthly Reporting

  • Full-cycle bookkeeping

  • Monthly/quarterly financial statements

  • Bank & credit card reconciliations

  • Accounts payable & accounts receivable management

Financial Planning & Advisory

  • Budgeting & forecasting

  • Cash-flow analysis

  • Profitability improvement plans

  • KPI dashboards

Tax Preparation & Filing (US-Certified Accountants)

Handled by US-certified CPAs and EAs

  • Federal & state income tax filing

  • Sales tax filing & compliance

  • Payroll tax returns

  • Franchise & excise tax filing

Business Formation & Compliance

  • LLC / Corporation setup

  • EIN registration

  • Annual reports & state compliance

  • Operating agreements

Payroll Processing

  • Weekly/bi-weekly payroll

  • Direct deposits & tax withholdings

  • Year-end W-2 / 1099 preparation

 

Audit Support

  • IRS audit preparation

  • Financial document organization

  • Representation by a CPA or EA

Inventory & Cost Accounting

  • COGS calculation

  • Inventory tracking systems

  • Freight & logistics cost allocation

CFO Services (Fractional CFO)

  • High-level financial strategy

  • Investor reports

  • Growth & expansion planning

Invoicing & Billing Management

  • Customer invoicing

  • Payment collection

  • Vendor billing coordination

Contact

Like what you see? Get in touch to learn more.

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