Bookkeeping & Reconciliations
- Ongoing Quickbooks, Xero, Zoho books, Freshbooks etc. bookkeeping and transaction coding
- Monthly bank and balance sheet reconciliations
- Chart of accounts setup with, ERP Migration
- Quickbooks, Xero, Zoho books, Freshbooks software setup, configuration, and training
Tax Return Preparation
- Individual tax return preparation(Form 1040) including Schedule C
- Company(1120, 1120S), Partnership, LLC (1065), and Estates and trust(1041) tax return preparation
- Depreciation schedules and capital allowance calculations
- Tax Planning, Tax Reduction Strategies Fincen FBAR Filing
- Sales Tax Reconciliation and Filing
Financial Planning, Analysis and CFO Advisory Services
- Supply Chain Optimization and Bottleneck identification and Resolving
- Financial Modelling and Forecasting Services
- Budgeting and Performance Management
- Management Reporting and Business Insights
- Virtual CFO and Strategic Finance Services
- Cash Flow, Risk & Profitability Optimization
Payroll Management
- Periodically end-to-end payroll Preparation and processing for employees and contractors
- Employee Payroll Setup
- Federal and state payroll tax filings (Forms 941, 940), multi-state payroll compliance, tax deposits, labor law compliance, and payroll audits support
- W-2, W-3, 1099 preparation, benefits administration, retirement contributions, garnishments, payroll reconciliations, and workforce reporting
- Payroll software management (ADP, Gusto, Paychex, QuickBooks, Rippling, etc.), payroll automation