#1
Bookkeeping / General Ledger Maintenance
Recording daily transactions, reconciling accounts, and maintaining clean ledgers.
Features
- Daily transaction recording
- Account reconciliation
- Ledger maintenance
- Monthly close support
#2
Tax Preparation & Filing
Preparing and filing income tax returns, sales tax returns, and ensuring compliance.
Features
- Federal & state income tax returns
- Sales/use tax compliance
- Estimated-tax projections
- Audit-ready work-papers
#3
Payroll Processing
Calculating wages, handling tax withholdings, issuing pay slips, and filing payroll reports.
Features
- Gross-to-net calculations
- Tax & benefit withholdings
- Direct-deposit or check runs
- Quarterly & annual payroll filings
#4
Financial Reporting & Management Dashboards
Insightful monthly or quarterly statements and KPI dashboards for data-driven decisions.
Features
- Income, balance & cash-flow reports
- Custom KPI dashboard
- Variance & trend analysis
- Board-ready presentation decks
#5
Budgeting, Forecasting & Business Advisory
Robust budgeting, rolling forecasts, financial modelling, and strategic advice.
Features
- Annual operating budgets
- Rolling 12-month forecasts
- 3-statement financial models
- Scenario & sensitivity analysis
#6
Audit Support / Compliance & Regulatory Filings
Audit-ready documentation, compliance checks, and assistance with required filings.
Features
- Audit PBC list management
- GAAP/IFRS compliance checks
- Internal control walkthroughs
- Regulatory filings (SEC, FINRA, etc.)
#7
Loan Application Assistance
From paperwork to submission—we steer you through every step of the loan process.
Features
- End-to-end application support
- Required-document checklist
- Timeline & milestone tracking
- Lender follow-up coordination
#8
Investment Option Consultation
Tailored advice on building or re-balancing your investment portfolio.
Features
- Current-portfolio review
- Risk-profile assessment
- Asset-allocation strategy
- Actionable next steps
