Services
Accounting & Financial Reporting
Weekly or monthly transactions reviewing or recording, managing the full cycle of AR and AP, accounts reconciliations, monthly, quarterly, or annual book closings, and ACCURATE financial statements, etc.
Tax Planning & Reporting
Planning: Providing you reports of expected tax situations for the next 1 – 3 years with 1 – 3 scenarios based on the most recent tax return and forecasted transactions.
Reporting: Providing you a secure portal for confidential documents with e-filing of individual, corporate, partnership, estate, and trust tax returns.
Consultation & Planning
Consultation and/or planning services to assist your business needs, e.g. financial accounting, tax, accounting software implementation and use, business structures, budgets, forecasts, segregation of duties, clean-up the chart of accounts, provide account reconciliation templates, etc.