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Our Services

We offer a wide range of accounting services tailored to meet the needs of startups at different stages of growth. Our services include:

Bookkeeping

Keep your financial records accurate and up-to-date with our professional bookkeeping services.

Tax Preparation and Planning

Ensure compliance and optimize your tax strategy with our expert tax services.

Financial Reporting

Gain insights into your financial performance with detailed and accurate financial reports.

Payroll Services

Streamline your payroll process and ensure timely payments with our efficient payroll services.

Business Consulting

Receive strategic financial advice to drive your startup’s growth and success.

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Different Service Packages

We offer flexible service packages designed to fit your budget and needs. Choose the package that best suits your startup’s requirements.

Initial Setup

  • Client Onboarding:
    • Collect necessary business information.
    • Understand client’s specific needs and expectations.
    • Provide a welcome packet with service details and contact information.
  • System Integration:
    • Ensure compatibility with client’s existing accounting software (e.g., QuickBooks, Xero).
    • Set up secure access to client’s financial data.

Bookkeeping Services

  • Daily/Weekly Tasks:
    • Record all financial transactions.
    • Reconcile bank statements.
    • Manage accounts receivable and accounts payable.
  • Monthly Tasks:
    • Prepare and review monthly financial statements.
    • Ensure accuracy in the general ledger.
    • Conduct monthly reconciliations for all accounts.

 

 

Payroll Services

  • Payroll Processing:
    • Calculate employee wages and deductions.
    • Process payroll on a regular schedule.
    • File payroll taxes and maintain compliance with federal and state regulations.
  • Employee Records:
    • Maintain accurate employee records.
    • Handle employee reimbursements and benefits administration.

 

 

Tax Services

  • Tax Preparation and Filing:
    • Prepare and file federal, state, and local tax returns.
    • Provide tax planning and advisory services.
  • Compliance:
    • Ensure compliance with all relevant tax laws and regulations.
    • Keep clients updated on changes in tax legislation.

 

 

Financial Reporting

  • Monthly/Quarterly Reports:
    • Prepare profit and loss statements, balance sheets, and cash flow statements.
    • Provide detailed financial analysis and insights.
  • Custom Reports:
    • Generate custom reports as requested by the client.
    • Offer financial forecasting and budgeting reports.

 

Accounts Payable and Receivable Management

  • Accounts Payable:
    • Process and pay vendor invoices.
    • Manage vendor relationships and maintain records.
  • Accounts Receivable:
    • Invoice customers and manage collections.
    • Track and follow up on overdue accounts.

 

 

Expense Management

  • Expense Tracking:
    • Monitor and categorize business expenses.
    • Implement expense approval workflows.
  • Reimbursement Processing:
    • Handle employee reimbursement requests.
    • Ensure timely and accurate processing of reimbursements.

 

 

 

Periodic Audits and Reviews

  • Internal Audits:
    • Conduct periodic internal audits to ensure accuracy.
    • Identify and address any discrepancies or issues.
  • Client Reviews:
    • Schedule regular meetings with clients to review financial performance.
    • Provide recommendations for financial improvements.

 

 

Security and Confidentiality

  • Data Security:
    • Implement strong data security measures to protect client information.
    • Ensure compliance with data protection regulations (e.g., GDPR, CCPA).
  • Confidentiality Agreements:
    • Sign NDAs with clients to ensure confidentiality.
    • Train staff on maintaining confidentiality.

 

Continuous Improvement

  • Client Feedback:
    • Regularly solicit feedback from clients.
    • Implement changes based on client feedback.
  • Service Updates:
    • Stay updated on the latest accounting software and tools.
    • Continuously improve service offerings to meet client needs.

 

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