Accounting Services

Maintain order in your internal financial systems, and reduce the headaches that come with owning a business.

Our accounting services help not only new business to set up effective and efficient accounting system that serves as a great tool for accountability, efficiency and management, but also assist established business to leverage important  information from their accounting system for better insight and results.

These are the specific areas we assist business owners and executives with accounting services.

Accounting System Setup, Support and Bookkeeping
Whether you are trying to set up a new accounting system for your new business, or you are trying to convert an existing one into a new solution, we will provide you with the necessary assistance and support to achieve your goal.

For a business already using or planning to implement QuickBooks for their accounting and bookkeeping, will set you up on QuickBooks Online in a way that will help you to leverage the features of QBO to achieve better operational efficiency, tax reporting compliance, financial and performance management, accountability and financial reporting. We provides necessary assistance and support in all phases of using QuickBooks (including installation, setup, conversion, training, and operational support).

Operational support service includes:

  • Creating and customizing Chart of Accounts

  • General ledger accounts review

  • Reconciling bank accounts

  • Preparing budget and forecast

  • QuickBooks training and data clean-up

How QuickBooks Online (QBO) adds values to your business process

Accounting & Bookkeeping Service Levels

Financial Forecast
We will use your assumptions that reflect the conditions you expect to exist and the actions you expect to take during the forecasted period(s) to present expected financial position, results of operations, and cash flows.  We follow the AICPA Guidelines for preparation and presentation of prospective financial information to guarantee you professional and quality work product.  .

Financial Projection
Using your hypothetical assumptions, we will present your expected financial position, results of operations, and cash flows. You may need this to present one or more hypothetical course of actions for evaluation, negotiation, or decision making purposes..

Financial Statements Preparation
Depending on the intended use and users, you may need a complete set of financial statements (balance sheet, income statement, change in equity statement, cash flows statement, and relevant notes) or just a single statement, such as the income statement or balance sheet.  We will work with you using your records and relevant information to prepare financial statements based on the appropriate financial reporting framework you chose.

Financial Analysis
We use your business financial data to provide insightful analysis of the performance and health of your business. Our analysis gives the management an indispensable tool for effective management of the operations and financial resources of the business. The financial analysis report we provide includes essential financial ratios from your balance sheet, profit and loss (income statement), and cash flow statement. You can compare your business performance from period-to-period, with budget, and against industry average (where available). Learn more about financial performance analysis in our Business Fitness Check Executive Report.

Payroll Service
If you need payroll services for your business, we assist you to have an efficient and reliable processing of your employees pay. If you are using QuickBooks Online, we have efficient and reliable payroll processing solution we can connect you with.  We will assist you to ensure that all your relevant payroll taxes are filed promptly.

Contact us today at (954) 362-7113 or to get started with your free consultation.