Services

Bookkeeping

We offer meticulous bookkeeping services tailored to meet the diverse needs of businesses across industries. Our dedicated team is committed to providing accurate, timely, and comprehensive financial records management.

We reconcile your bank accounts regularly to ensure accuracy and identify any discrepancies promptly.

We offer customized financial analysis and reporting to help you understand trends, identify opportunities for cost savings, and improve profitability.

We collaborate with your tax advisor to ensure your financial records are accurate and organized for seamless tax preparation.

We offer different bookkeeping packages based on your size and needs:

Green Package

Blue Package

Black Package

Double Black Package

Schedule a consultation call to select your service package.

Annual/Periodic Report Filing in All States

Annual/Periodic reports are usually required by most jurisdictions, and many require the company to file it with its registry.

We file your annual report to keep your company active and in good standing with your jurisdiction.

Sales Tax Compliance in All States

We assist in registering your business with the appropriate state and local authorities to collect and remit sales tax.

We accurately calculate sales tax owed based on your business transactions, taking into account varying rates, nexus rules, and product/service exemptions.

We handle the preparation and filing of sales tax returns on your behalf, ensuring compliance with filing deadlines and payment schedules.

Payroll and Onboarding

We manage payroll calculations, tax withholdings, and filings to ensure compliance with payroll regulations, saving you time and reducing administrative burdens.

We assist in the onboarding process for new hires, including paperwork completion, benefits enrollment, and introduction to company policies and procedures.

1099 Filing for Contractors

We gather and organize necessary information from your business records to accurately report payments made to contractors throughout the year.

We prepare and distribute Form 1099-MISC or Form 1099-NEC (depending on IRS guidelines) to your contractors and submit copies to the IRS as required.

We facilitate electronic filing of 1099 forms with the IRS, ensuring compliance with deadlines and regulations for both federal and state requirements.

Open New Business

Are you ready to turn your business idea into reality? We specialize in comprehensive company formation services tailored to entrepreneurs and small business owners looking to establish their presence. Whether you’re starting a new venture or expanding your existing business, we’re here to guide you through every step of the formation process.

We conduct a thorough name availability search and reserve your company name with the Secretary of State to ensure it’s unique and compliant with state regulations.

We prepare and file the necessary documents, such as Articles of Incorporation or Articles of Organization, with the state authorities to officially register your company.

Request EIN for New Business

We provide expert assistance in obtaining an Employer Identification Number (EIN) for businesses and organizations. An EIN, also known as a Federal Tax Identification Number, is required for various business activities such as hiring employees, opening a business bank account, and filing taxes.

Accounts Payable

We handle the receipt and processing of invoices from vendors, ensuring that all invoices are accurate and properly coded.

We establish and manage approval workflows tailored to your business’s needs, ensuring that invoices are approved in a timely manner according to your policies.

We facilitate the timely and accurate processing of vendor payments through various payment methods, including checks, electronic transfers, and ACH payments.

Accounts Receivable

We generate and distribute invoices promptly to your customers, ensuring clarity and accuracy in billing.

We monitor and process payments received from customers, applying payments accurately to outstanding invoices.

We track accounts receivable aging to identify overdue invoices and follow up with customers to expedite payments.

Special Requests (financial statements review, clean up books, etc.)

We specialize in providing expert financial statement review and cleanup services to ensure accuracy, compliance, and clarity in your financial records. Whether you’re preparing for audits, seeking to improve financial transparency, or simply looking to streamline your financial reporting processes, our dedicated team is here to assist you.

We meticulously examine your financial statements, including balance sheets, income statements, and cash flow statements, to identify inconsistencies, errors, or discrepancies.

We make necessary adjustments to correct errors, reconcile accounts, and ensure that your financial statements accurately reflect your business’s financial position.

We classify transactions correctly and categorize expenses to align with accounting standards and improve financial reporting accuracy.

Admin Support

We assist with document organization, filing, and digital archiving, ensuring easy access and secure storage of important business documents.

We perform accurate data entry tasks, update databases, and maintain records to support your business’s information management needs.

We manage expense reporting and reimbursement processes, ensuring accuracy and compliance with company policies.

Internal Control Processes, Forms, etc.

Effective internal controls are essential for safeguarding assets, ensuring accuracy in financial reporting, and promoting operational efficiency within your organization. We specialize in providing comprehensive internal control process enhancement services designed to strengthen your company’s control environment and mitigate risks.

We conduct a thorough assessment of your existing internal control framework, identifying strengths, weaknesses, and areas for improvement.

Based on our assessment findings, we design and implement tailored internal control procedures and policies to enhance operational effectiveness and ensure compliance with regulatory requirements.

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