Accounting & Tax Services

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Book-Keeping Services

The purpose of Book-Keeping Services are to maintain accurate records of a company's financial transactions.The key focus of book-keeping services are recording sales , expenses, payroll, and other day-to-day financial transactions.

Financial Statement Preparation

The purpose of Financial Statement Preparation are to compile financial reports that adhere to accounting standards.The key focus of Financial Statement Preparation services are preparing income statements, balance sheets, and cash flow statements, whether for internal use or third-party reporting.

Virtual CFO/Controller Services

The purpose of Virtual CFO/ Controller Services are to provide high-level financial management and oversight.The key focus of Virtual CFO/ Controller Services are strategic financial planning, cash flow management, budgeting, and financial reporting, often for companies that do not have an in-house CFO.

Accounts Payable/ Receivable Management

The purpose of Accounts Payable/ Receivable Management are to manage incoming and outgoing payments efficiently.The key focus of Accounts Payable/ Receivable Management is processing invoices, managing cash flows, and ensuring timely collections and payments.

Cash Flow Forecasting and Management

The purpose of Cash Flow Forecasting and Management are to help businesses manage liquidity and anticipate cash needs.The key focus of Cash Flow Forecasting and Management are analyzing cash inflows and outflows, projecting future cash needs, and ensuring the company has sufficient liquidity.

Budgeting and Financial Forecasting

The purpose of Budgeting and Financial Forecasting are to help businesses plan for future financial needs.The key focus of Budgeting and Financial Forecasting is developing annual budgets, long-term financial plans, and rollling forecasts.

General Ledger Maintenance

The purpose of General Ledger Maintenance is to keep the financial records organized and accurate.The key focus of General Ledger Maintenance is maintaining the Company's general ledger, reconciling accounts, and ensuring accuracy in financial data.

Management Reporting Services

The purpose of Management Reporting Services is to provide management with relevant financial insights.The key focus of Management Reporting Services is custom financial reports for decission-making, such as budget vs. actual analysis, KPI tracking, and profitability analysis.

Payroll Calculation/ Processing

The purpose of Payroll Calculation/ Processing is to calculate and manage payroll administration.The key focus of Payroll Calculation/ Processing is processing employee payroll, managing deductions, preparing payroll tax returns, and ensuring compliance with labor laws.

Internal Controls Development and Evaluation

The purpose of Internal Controls Development and Evaluation is to ensure the integrity of financial reporting.The key focus of Internal Controls Development and Evaluationis designing and evaluating internal control systems, including processes for preventing fraud and ensuring compliance.

Inventory Accounting

The purpose of Inventory Accounting is to track the value and quantity of inventory.The key focus of Inventory Accounting is ensuring proper valuation (FIFO, Weighted Average), performing inventory counts, and analyzing stock levels.

Financial Restatement and Adjustments

The purpose of Financial Restatement and Adjustments is to correct prior-period financial statements.The key focus of Financial Restatement and Adjustments is identifying and correcting material misstatements or errors in previously issued financial reports.

Monthly Tax Compliance

The purpose of Monthly Tax Compliance Services is to ensure timely and accurate filling of tax returns.The key focus of Monthly Tax Compliance Services is preparation and filling of federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates.

Corporate Income Tax

The purpose of Annual Corporate Income Tax is to ensure compliance with corporate income tax returns.

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