Core Services
Foundation services that keep your books accurate and operations running smoothly
Bookkeeping & Transaction Management
- Daily transaction recording
- Accounts payable & receivable
- Bank and credit card reconciliations
- Expense categorization
- Payroll support coordination
Accounting Setup & System Optimization
- QuickBooks/Xero/NetSuite setup
- Chart of accounts design
- Process workflow structuring
- Migration from old systems
- Internal control setup
Monthly Financial Reporting & Compliance
- Profit & Loss, Balance Sheet, Cash Flow
- Month-end close process
- Management reports
- Consolidations
- U.S. GAAP-aligned reporting
Advanced Services
Strategic financial services that drive growth and optimize business performance
Financial Analysis, Budgeting & Forecasting
- Budget formulation
- Cash flow forecasting
- Variance analysis
- Cost control analysis
- Performance dashboards
Fractional CFO & Advisory Services
- Financial strategy
- Cash flow management
- Profit improvement planning
- Investor reporting
- Business growth advisory
Tax Preparation & Filing Support (U.S.)
- Form 1040 - Individual income tax returns
- Form 1120-C-Corporation tax returns
- .Form 1120-S-S-Corporation tax returns
- Form 1065 - Partnership returns
- State tax returns and sales tax filings
