OUR SERVICES
CFO & ADVISORY SERVICES
Your accounting advisor is your partner to ensure that you reach your goals. If you have a specific target in mind, we help draw the road map to achieve your target. If you’re not sure about your targets, we help you develop them.
Our services include the following:
1- Variance Analysis:
A monthly reporting package showing main reports (Profit & Loss, Balance Sheet, Cash Flow Statement) highlighting changes in performance, potential reasons for the change all while keeping an eye on trend movements throughout the period. Benchmarking against peers in the industry is also provided where possible.
2- Budgeting & Forecasting:
Design a road map to achieve your future through developing Profit and Loss budget, Balance Sheet budget and Cash Flow budget. We take your target, build the map including all the key elements that need to change, and translate the target to numbers that can be monitored monthly.
3- Key Performance Indicators:
Design specific metrics to measure performance against budget throughout the period. Deviations will be promptly addressed to ensure target achievement as planned.
4- Strategic Planning:
Develop an overall plan for the coming years to help you drive your business towhere you want it to be.
BOOKKEEPING
When it comes to bookkeeping, we believe that your books should be clean, organized, and ready just when you need them. Having updated books throughout the year will save you time and money as the tax deadline approaches. bookkeeping is the hidden gem of handling financial and accounting-related affairs that differentiates a serious business from a hobby.
Our bookkeeping services are customized to fit your current and future needs.
1-Catch-ups:
If you have been putting off bookkeeping this year until you find the right time, we help with Catch-up to get your financial records up to date.
2-Clean-ups:
If your books were not consistently updated and require review and update, we provide Clean-ups where we adjust your existing books to reflect your current status.
3-Set-ups:
For start-ups or existing businesses that did not have bookkeeping set up before, we provide this service whereby we set you up with the right platform that fits your business type and current and future needs.
4-Monthly services:
Our monthly services include a suite of services that you can choose from depending on your business needs. We provide Full-Cycle bookkeeping, bank reconciliation, and Sales tax filing.
TAX SERVICES
When it comes to Taxes, you don’t just need your taxes filed, you also need help to reduce your tax bill as much as possible. We help with preparing your tax returns to provide the best possible outcome for you.
Our tax services include:
1. BUSINESS TAX PREPARATION – Whether your business is a corporation, partnership, or limited liability corporation, we provide the tax preparation services you need.
2. INDIVIDUAL TAX PREPARATION – From simple to complicated personal taxes, we got you covered.
PAYROLL
Our payroll processing services are customizable and are tailored to fit your requirements in the best possible way.
They include:
1. Periodic payroll processing
2. integration of payroll system with QuickBooks where possible
3. Periodic payroll tax filing
4. Issuance of W2s and 1099s at Year End
Let’s discuss your bookkeeping and financial reporting needs and explore how our expertise can help you save both time and money.
Click on the button below to schedule a free 30-minute consultation call.
Take Control of Your Business Finances
Let us help you navigate your accounting needs with precision and care. From tax planning to bookkeeping, our expert team is here to guide your business to success.