Services in US

• 🧾 1. Cloud-Based Bookkeeping & Financial Reporting ▸

  • Full-service bookkeeping: transaction entry, bank reconciliation, month-end closing

  • Clean financial statements ready for decision-making

  • Proactive cash-flow reports and KPI tracking

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• 🧑‍💼 2. US Tax Services (Individual & Business) ▸

  • Individual Tax (Form 1040): W-2/1099 tracking, deductions, credits, estimated taxes

  • Business Tax (1120/1120-S/1065): Corporate, S-corp, and partnership returns

  • IRS representation and notices handling

  • Strategic tax planning for growth, buy-sell events, and quarterly estimates

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• 📄 3. Accounts Payable & Receivable Management ▸

  • Vendor invoice processing, payment approval, and check/EFT disbursement

  • AR workflows, billing, and dunning strategies to improve collections

  • Aging reports, cash forecasting, and vendor reconciliation

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• 📆 4. Payroll & HR Compliance ▸

  • End-to-end payroll processing for U.S. employees and contractors

  • Management of W-2s, 1099s, filings, and state/federal compliance

  • Integration with ADP, Gusto, QuickBooks, and custom HR/Payroll setups

• ✅ 5. Month‑end & Year‑end Closing ▸

  • Full monthly close support: amortizations, accruals, and internal control checks

  • Preparation of GAAP-ready income statements, balance sheets, cash-flows

  • Support for external audits and financial reviews

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• 🚀 6. Clean‑up & Catch‑up Accounting ▸

  • Backfilling missing bookkeeping, reconciling historical data

  • Clean-ups for startups or businesses migrating to cloud accounting

  • Catch-up support to get your books audit‑ and loan‑ready

• 🔍 7. US Compliance & Advisory ▸

  • Sales tax filings (monthly/quarterly/state-specific)

  • IRS notices, penalty resolution, and audit assistance

  • Quarterly advisory calls and KPI dashboards to support decision-making

• 📊 8. Advisory & CFO‑Level Services ▸

  • Fractional CFO guidance: budgeting, forecasting, and scenario planning

  • KPI analysis, profitability assessments, and financial strategy support

  • Debt & equity planning, cash optimization, and performance dashboards

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• 🧩 9. Software Integration & Automation ▸

  • Advanced setup and optimization of QuickBooks, Xero, and cloud ERP tools

  • Automation using Zapier/Make.com for bank feeds, invoice processing

  • Staff training for efficient adoption of cloud-based systems

• 👫 10. Onboarding & Client Experience ▸

  • Dedicated Onboarding Specialist to streamline paperwork, integration, and system setup

  • SLA-driven client success: monthly check-ins, priority support, and reports

  • Secure portals (e.g., ShareFile, Dropbox, Slack) for smooth collaboration