SERVICES
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Tax Preparation & Planning
- Individual Tax Preparation
- Business Tax Return Preparation
- Partnership & Corporate tax Preparation
- Tax & Education Planning
- Out-of-State Returns
- Business Start-Ups
Accounting & Bookkeeping
- Accounts Payable – we pay bills on your behalf
- Accounts Receivable – we invoice your customers and collect payments for you
- Bank Reconciliation – we reconcile bank & credit card accounts periodically
- Expense Reimbursement – we reconcile traveling or job expense especially when job/project specific
- Payroll – we can process payroll, file payroll taxes and post them
- Sales Tax – we can file sales tax in multiple jurisdictions if you are required to do so
- Internal Control – we can establish internal control where needed
- Financial Statements – we prepare your standard financial statements periodically or as needed
- Accounting System Implementation – we will implement a system workable for you
Controller Services
- Prepare Financial Statements
- Prepare Management Reports
- Manage Cash
- Prepare Cash Projections
- Manage Costs
- Establish and Maintain Internal Controls
- External Auditor Representation
- Budget Modeling and Preparation
- Forensic Accounting
- Software Services
- Train Personnel
- Tax Services
Business Consulting
From start-ups to becoming fully operational, you will be guided by an assigned professional each step of the way. If you are unsure of which form of entity and tax formation will be beneficial to you, let us help you brainstorming.
We have been in business for over ten years with 60+years of combined experiences in the industry. If you want to start right, start with a trusted advisor.
MANAGING COMPANY during owner(s)’s absence. It is a rarity but if you are stuck overseas or an unfortunate event demands your presence, we can step in for you. A trusted business advisor will be assigned to handle your business operation while you tend to your other businesses.
When to know you need an operational manager:
1. You are stuck overseas due to unforeseen circumstances and do not have a trusted business partner back home.
2. You are in a business partnership with arrangement to hire an “independent” manager to run operation due to serious concern, whatever they may be.
3. You need quality time with your family especially when sacrifices pay-off.
ON CALL Professional
CONTROLLER/CFO
- Prepare Financial Statements
- Prepare Management Reports
- Manage Cash and Prepare Cash Projections
- Manage Costs
- Establish and Maintain Internal Controls
- External Auditor Representation
- Budget Modeling and Preparation
- Forensic Accounting
- Software Services
- Train Personnel
- Tax Services
- Account Signer at your request
- KPIs industry specific
- Monthly meeting with executive(s) for detailed review of company’s Financial Health and Position.