Service Offerings:

Bookkeeping Services:

Recording financial transactions
Managing accounts payable
Managing accounts receivable
Invoice processing
Bank reconciliations
Credit card reconciliations
Maintaining the general ledger
Tax preparation assistance
Fixed asset management
Month-end and year-end closing
Preparing adjusting entries
Vendor and customer file maintenance
Preparing sales tax returns
Receipt and document management

Payroll Services:

Payroll processing and administration
Direct deposit setup and management
Paycheck distribution
Benefits administration (including health insurance, HSAs, FSAs)
401(k) retirement plan management
Employee contribution tracking for 401(k)
Employer matching contributions calculations
Payroll reports generation
New hire reporting
Year-end tax reporting and W-2 preparation
Garnishment and levy processing
Paid time off (PTO) accruals and tracking
Employee self-service portal management

Tax Services:

Tax Services for Individuals:

Personal Income Tax Preparation and Filing
Tax Planning and Strategy
Expatriate Tax Services
Tax Resolution Services
Amended Tax Returns

Tax Services for Small Businesses:

Business Tax Preparation and Filing
Corporate Tax Planning
Sales Tax Services
Payroll Tax Services
Business Structure Consulting
R&D Tax Credit Assistance
State and Local Taxes (SALT) Compliance
IRS and State Tax Authority Representation
International Taxation
Tax Incentives and Credits

Financial Reporting and Analysis

Balance Sheet Preparation
Income Statement Analysis
Cash Flow Statement Creation
Profit and Loss (P&L) Reporting
Budget vs. Actual Analysis
Financial Ratio Analysis
Cost and Expense Analysis
Revenue Analysis
Break-even Analysis
Working Capital Analysis
Variance Analysis
Capital Expenditure Analysis (CapEx)
Debt Analysis
Financial Forecasting
Key Performance Indicators (KPIs) Reporting
Management Reporting

Consulting Services:

Strategic Planning
Business Model Development
Market Analysis and Strategy
Financial Planning and Analysis
Operational Efficiency Improvement
Organizational Change Management
Human Resources Strategy and Planning
Leadership Development and Training
Marketing and Brand Strategy
Project Management Consulting
Risk Management Consulting
Business Process Reengineering
Corporate Culture Development
International Business Strategy
Data Analysis and Business Intelligence