Services

We provide a comprehensive, structured bookkeeping service that includes accurate transaction categorization, bank and credit card reconciliations, review of inconsistencies, and monthly financial statements, including the Balance Sheet, Profit & Loss, and Cash Flow. Our goal is to keep your books organized, up-to-date, and tax-ready, allowing you to make informed decisions and maintain the financial health of your business. 

We manage your payroll accurately and on time—whether weekly, biweekly, or monthly. Our service includes employee and contractor setup, accurate wage and deduction calculations, payroll tax payments, and Form 941 filing. We also issue W-2, W-3, and 1099 forms, ensuring full compliance with labor and tax requirements. 

We offer specialized sales tax management for businesses required to collect sales tax. We handle state registration, monthly, bimonthly, or quarterly filings, report reconciliation, and correction of discrepancies. We ensure full compliance and help prevent issues with the state.

If your accounting is disorganized or you have months or years of unrecorded activity, we rebuild your books from the ground up. We correct inaccurate balances, reclassify transactions, perform historical reconciliations, and organize all financial data to bring everything up to date. This service is ideal for preparing your business for tax season or regaining financial control.

We configure your accounting system professionally and tailor it to your industry. We create a proper chart of accounts, integrate banks and external applications (such as PayPal, Stripe, Square, or Shopify), adjust system preferences, and optimize the internal structure so your accounting functions correctly from day one.

We advise and manage the formation of new companies for both U.S. residents and international clients. We handle the creation of LLCs, S-Corps, or Corporations, obtain the EIN, apply for the ITIN when necessary, prepare the Operating Agreement, and complete state registration. We also guide clients through the steps needed to open a business bank account.

We assist your business with legal and corporate filings such as name changes, amendments, DBA registrations, state information updates, and annual reports. These services ensure your company remains compliant with state regulations. 

We organize and manage your payables and receivables, handle invoicing, record payments, track balances, and organize financial documents. This helps you maintain visibility over your cash flow, avoid delays, and manage daily operations more effectively. 

We provide detailed analysis of your financial statements, create cash flow projections, review expenses and margins, identify operational inefficiencies, and define key performance indicators (KPIs) based on your industry. We offer strategic recommendations to improve profitability and strengthen your company's financial management.

We support entrepreneurs and businesses outside the United States who wish to operate legally within the U.S. market. Services include company formation, ITIN, accounting setup, monthly bookkeeping, international invoicing, and professional financial reporting.