Our Services 

📘Accounting & Bookkeeping Services

• Full-cycle bookkeeping (monthly, quarterly, and annual)

• Bank and credit card reconciliations

• Accounts Payable and Receivable management

• Chart of accounts setup and cleanup

• General Ledger review and adjustments

• Financial statement preparation (Balance Sheet, P&L, Cash Flow)

• Fixed assets and depreciation schedules

• Multi-entity and intercompany accounting

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• 💼 Finance & Analysis Services

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• Budgeting and forecasting

• Variance analysis (Actual vs Budget)

• Key Performance Indicators (KPI) reporting

• Financial planning & strategy

• Cost control and profitability analysis

• Cash flow management and projections

• Working capital improvement plans

• Financial dashboards and Power BI reporting

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• 🧾 Tax Services

• Business and individual tax preparation (Federal & State)

• Tax planning and strategy to reduce liability

• Entity structure setup (LLC, S-Corp, C-Corp, Partnership)

• Sales tax registration and filing

• Franchise and excise tax filings

• Amended tax returns and IRS correspondence support

• 1099 and W-2 filing assistance

👥 Payroll Management

• Payroll processing and reconciliation

• Payroll tax filing and compliance (Federal & State)

• Quarterly and annual payroll reports (941, 940, W-2, W-3)

• Employee and contractor setup

• Direct deposit setup and reporting

• Workers’ compensation and benefits reporting

💻 ERP & Software Implementation

• ERP selection and setup (QuickBooks, Oracle JD Edwards, SAP, Dynamics, Sage)

• Custom financial reporting and integration

• Migration from QuickBooks Desktop to Online

• Automation of accounting workflows

• AI-driven financial and tax automation tools

🎓 Training & Advisory

• Private bookkeeping and accounting training

• QuickBooks and ERP user training

• Financial literacy programs for business owners

• Tax and compliance workshops

• Internal control and audit readiness training

🏦 Loan & Financing Support

• Loan submission and documentation preparation

• SBA and conventional loan packages

• Financial statement and projection support for lenders

• Business plans and funding presentations

• Line of credit and factoring assistance

Start with a Free Consultation

Start with a Free Consultation

Let’s discuss your business goals and find the right financial solution for you — no cost, no obligation

Set yourself up for success and dynamic revenue growth for your business.