Services for United States of America

Bookkeeping & Accounting:

• Daily bookkeeping (sales, purchases, expenses, reconciliations).
• Accounts payable & receivable management.
• Month-end and year-end closing.
• Management reporting (P&L, Balance Sheet, Cash Flow).
• Software: QuickBooks (Desktop/Online), Xero, NetSuite, Sage Intacct, Zoho Books.

Tax Preparation & Compliance:

• Federal & State income tax returns:
  • Corporate (C-Corp, S-Corp) – Forms 1120, 1120-S.
  • Partnership/LLC – Form 1065 with K-1s.
  • Individual – Form 1040, 1040NR.
• Sales tax return preparation.
• Estimated tax computations.
• Support with IRS correspondence.

Payroll Processing:

• Payroll calculations & pay stub generation.
• Compliance with FICA, FUTA, SUTA.
• W-2, W-3, 1099 preparation & e-filing.
• Integration with payroll software (ADP, Gusto, Paychex, QuickBooks Payroll).

Audit & Assurance Support:

• Drafting financial statements under US GAAP.
• Preparing work papers: AR, AP, inventory, fixed assets, reconciliations.
• SOC/PCI documentation support for auditors.
• Internal audit & SOX compliance testing for larger clients.

Accounts Payable & Receivable:

• Vendor invoice processing, reconciliations, and payment scheduling.
• Customer invoicing, collections, and aging reports.
• Credit control reporting.

CFO & Advisory Services:

• Budgeting, forecasting, and MIS dashboards.
• Cash flow management.
• Business valuation & financial modeling.
• Advisory on entity structuring (LLC vs Corp).

Specialized Services:

• Outsourced tax season support for CPA firms.
• M&A due diligence support (financial modeling, data room prep).
• Forensic accounting and fraud reviews.
• Startup accounting (ESOP accounting, investor reporting, cap table management).