Our Service

our services

1. Company Incorporation in UK, USA, and Australia

Setting up a company in a foreign country can be complex, but we simplify the process for you. Our incorporation services include:

  • Entity Selection Guidance: Assistance in choosing the right entity type (LLC, Corporation, LLP, etc.)
  • Name Registration: Ensuring your company name is available and compliant with local regulations.
  • Filing Legal Documents: Preparation and submission of Articles of Incorporation/Organization.
  • Registered Agent Services: Providing a local registered agent as required by law.
  • Tax Identification Number (EIN) Registration: Obtaining Employer Identification Numbers (EINs) or Tax File Numbers (TFNs).
  • Bank Account Setup Assistance: Guidance on opening a business bank account in the respective country.
  • Compliance & Reporting: Ensuring compliance with annual filing and reporting obligations.

2. Virtual CFO Services

A cost-effective way to gain strategic financial insights and decision-making support. Our Virtual CFO services include:

  • Financial Strategy Development: Tailored strategies to improve profitability and cash flow.
  • Budgeting & Forecasting: Creating detailed financial projections and variance analysis.
  • KPI Analysis & Performance Tracking: Monitoring business metrics for improved financial health.
  • Investor & Stakeholder Reporting: Preparation of financial reports and presentations.
  • Risk Management & Compliance: Identifying potential risks and ensuring regulatory adherence.
  • Cash Flow Management: Optimizing working capital and liquidity planning.

3. Bookkeeping & Day-to-Day Accounting for CPA Firms

We provide accurate and efficient bookkeeping support tailored for CPA firms, including:

  • Recording Financial Transactions: Systematic entry of daily business transactions.
  • Reconciliation of Accounts: Ensuring financial accuracy through regular reconciliations.
  • Financial Reporting: Generating Profit & Loss statements, Balance Sheets, and Cash Flow Statements.
  • General Ledger Maintenance: Organizing and managing financial records effectively.
  • Expense Categorization: Ensuring correct allocation of expenses for tax and reporting purposes.

4. QuickBooks/Xero/Zoho Books/Bill.com/Sage Intacct/Expensify Setup

We assist businesses in setting up and optimizing their accounting software to streamline financial management.

  • Software Selection & Setup: Choosing the best platform for your needs and configuring it properly.
  • Chart of Accounts Customization: Structuring your accounts for maximum efficiency.
  • Integration with Third-Party Apps: Ensuring smooth workflow between accounting and operational tools.
  • User Training & Support: Providing guidance to staff for seamless software adoption.
  • Automation of Processes: Setting up rules, workflows, and templates for efficiency.

5. Month-End Review

Ensure financial accuracy and compliance with our month-end review services:

  • Review of Financial Statements: Ensuring accuracy in P&L, Balance Sheets, and Trial Balances.
  • Reconciliation Checks: Verifying bank, credit card, and ledger reconciliations.
  • Accruals & Adjustments: Reviewing and making necessary journal entries.
  • Variance Analysis: Identifying discrepancies and investigating variances.
  • Compliance & Accuracy Checks: Ensuring records meet regulatory and internal compliance standards.

6. Accounts Payable (AP) & Accounts Receivable (AR) Management

Optimize cash flow by ensuring timely payments and collections:

  • Vendor Invoice Processing: Reviewing, entering, and tracking invoices.
  • Payment Scheduling & Processing: Ensuring vendors are paid on time.
  • Customer Invoicing & Follow-ups: Generating invoices and ensuring timely collections.
  • Aging Reports & Reconciliation: Tracking outstanding payables and receivables.
  • Dispute Resolution & Vendor Communication: Managing supplier and customer queries.

7. Bank & Credit Card Reconciliation

Ensure accurate financial records with regular reconciliations:

  • Bank Statement Matching: Cross-checking transactions with bank records.
  • Credit Card Expense Tracking: Ensuring all transactions are recorded and categorized correctly.
  • Identifying Discrepancies: Detecting and resolving fraudulent or duplicate transactions.
  • Cash Flow Monitoring: Maintaining updated cash balances and forecasting needs.

8. Payroll Management

Accurate payroll processing to ensure compliance and employee satisfaction:

  • Employee Salary Processing: Calculating and disbursing salaries.
  • Payroll Tax Filing & Compliance: Ensuring tax obligations are met.
  • Direct Deposit & Pay Slip Generation: Processing payments and distributing pay stubs.
  • Employee Benefits & Deductions Management: Handling retirement plans, health insurance, and other deductions.
  • Payroll Reporting & Reconciliation: Generating reports and ensuring accuracy.

9. Clean-Up or Back Years Bookkeeping

If your books are outdated or inaccurate, we bring them back to compliance:

  • Historical Transaction Recording: Entering missing financial data.
  • Bank & Ledger Reconciliation: Matching records with statements.
  • Error Identification & Correction: Fixing misclassifications and discrepancies.
  • Tax-Ready Financial Reports: Preparing statements for tax filing.
  • Audit Preparation Assistance: Ensuring books are audit-ready and compliant.

10. US Tax Preparation

Stay compliant with US tax laws with our expert tax preparation services:

  • Individual & Business Tax Returns: Preparation and filing of federal and state taxes.
  • Tax Planning & Optimization: Strategies to minimize tax liabilities.
  • IRS Compliance & Advisory: Ensuring adherence to IRS regulations.
  • Deductions & Credits Maximization: Identifying eligible deductions and tax-saving opportunities.

11. 1099 and Issuing Forms for Contractors and Vendors

Simplify tax form issuance for independent contractors and vendors:

  • 1099 Preparation & Filing: Accurate and timely form submission.
  • W-9 Collection & Verification: Ensuring correct taxpayer identification.
  • IRS Compliance Checks: Avoiding penalties by meeting reporting requirements.

12. Expert Management Consultation

Strategic financial consulting to help your business grow:

  • Business Performance Analysis: Identifying strengths and areas for improvement.
  • Operational Efficiency Improvement: Streamlining financial workflows.
  • Growth & Expansion Strategies: Financial planning for scaling operations.
  • Risk Assessment & Mitigation: Identifying and addressing financial risks.

13. Streamlined Sales Tax Solutions - Expert Calculation and Filing for Your Enterprise

Ensure accurate sales tax compliance and reporting:

  • Multi-State Sales Tax Compliance: Managing tax requirements across different states.
  • Sales Tax Calculation & Filing: Ensuring accurate reporting and timely payments.
  • Nexus Analysis: Determining tax obligations based on business locations.
  • Audit Support & Representation: Assisting in sales tax audits.