Cloud Bookkeeping

Maintaining your own accounting books and records can be an overwhelming and frustrating job, and we’re here to help.

We’ll run your accounting platform on cloud and can provide your business with account reconciliations, invoicing support, payroll, management reports, and more on your behalf. And you can have access to your book 24/7.

Don’t have an accounting platform yet? No problem! We can help you select and deploy an appropriate accounting system for your unique business needs , and even help you get all set up.

For a detailed list of services, see below!

  • Software recommendations

  • Software setup

  • Software cleanup

  • Regular & Ongoing Bookkeeping

  • Bank Reconciliations

  • Integrations

Outsourced CFO

Looking to raise a round of capital, Fine-tune your business process, or Make strategic business decisions that will take your business to the next level?
We’ve worked with startups and small businesses to untangle and analyze their financial and accounting data to empower their decision-making process.
If you’re a growing business that now needs professional financial advice, but can’t afford a full-time CFO or controller, our Outsourced CFO Services are a perfect fit. Consider if your business could benefit from an outsourced CFO to offer financial expertise in place of a salaried employee. We would love to help!
Here are some examples of services we offer:

  • Financial reporting & analysis

  • KPI Calculation & Reporting

  • Pricing & Margin Analysis

  • Forecasts & Modeling

  • Runway & Burn Rate Calculation

  • Cash Flow Management Strategies

Tax Planning

Whether you are launching up and need to strategically select an entity that sets you up for long-term success, or a growing company that needs to optimize your tax strategies, or doing international businesses and facing complicated cross border tax regulations, We are here to help recommend tax saving strategies to legally reduce your tax liabilities and maximize your tax savings.

Below is a sample list of tax planning services we offer.

  • Deductions Analysis

  • SEP IRA Set Up & Advising

  • Entity Classification Elections

  • Legal Entity Optimization

  • BSection 179 Bonus Depreciation Consulting

  • Employer-Sponsored 401(k)

  • R&D Tax Credits

  • Pre-Immigration Tax Planning

  • Export Incentives

  • Tax Credits and Incentives

Tax Resolution

IRS is a very powerful agency with unlimited resources. When it comes to tax obligations, they only provide taxpayers very strict time frame for the collection process. If the issue is not resolved in the timely manner, IRS is allowed to garnish your wages, levy your bank accounts, file tax liens, seize properties and more. Dealing with IRS for these tax notices, penalties, obligations could be overwhelming. But you don’t have to face the problem on your own.  There are options available for taxpayers to help resolve their tax issues and we are here to get you back on track.

Below is a sample list of tax resolution services we offer.

  • Response to Tax Notices

  • Penalties and Interest Waivers

  • Installment Agreements

  • Trust Fund Penalties or Civil Penalties

  • In Person Audit Representation

  • Have IRS Write off Your Tax Balance

Tax Compliance

Maintain tax compliance is increasingly complicated because of the constantly legislative and regulatory change at both local and national level, and the increasing digitalization of revenue authorities.

Our professionals can help you prepare, manage and execute on tax filings within this shifting regulatory environment, and get peace of mind with our worry-free tax compliance services. See below for a sample list of services.

– Income Taxes

  • Individual Tax Returns ( Form 1040 / 1040 NR)

  • Corporate Tax Returns (Form 1120)

  • Pass Through Entity Tax Returns ( S Corp Form 1120s, Partnership Form 1065)

  • Schedule K-1 Preparation

  • Schedule C Preparation

  • Estimated Tax Payments

  • 1099 Filings

  • Form 5471, 5472

  • FBAR Reporting ( FIN CEN Form 114)

  • FACTA Reporting ( Form 8966)

– Sales Taxes

  • Sales Tax Nexus Analysis

  • Sales Tax Calculation & Filings

  • Supreme Court Wayfair case decision Impact analysis

  • Sales tax software Implementation & Consulting