Services
Services
Tax Planning & Tax Filing
- Strategic tax planning to minimize liabilities and maximize savings.
- Timely and accurate tax preparation for businesses.
- IRS compliance and advisory services, including handling audits and tax disputes.
- State and federal tax filings, including sales tax, payroll tax, and corporate tax.
- Case Study: We helped a mid-sized retail business reduce their tax liability by 20% through customized tax strategies and expense optimization, resulting in significant annual savings.
Bookkeeping & Financial Management
- Real-time financial reporting and data-driven insights.
- General ledger and reconciliation to ensure accurate financial records.
- Accounts payable & receivable management to streamline cash flow.
- Payroll processing and compliance, including multi-state payroll setups.
- Case Study: An e-commerce company struggling with cash flow inefficiencies improved their financial operations by automating invoicing and payment tracking, leading to a 30% increase in revenue predictability.
Internal Controls & Auditing
- Implementation of effective internal controls to prevent fraud and financial mismanagement.
- Risk assessment and fraud prevention strategies.
- Financial and operational audits to enhance efficiency and compliance.
- Process improvement recommendations to optimize business operations.
- Case Study: A manufacturing company identified inefficiencies in inventory controls and expense tracking, saving over $50,000 annually after implementing our recommended auditing processes.
Pre-Go Public Checklist
- Financial statement preparation and audit readiness for IPOs.
- SEC compliance and reporting guidance for publicly traded companies.
- Corporate governance best practices to meet regulatory requirements.
- IPO readiness assessment and financial restructuring.
Business Plans for Loans & Investments
- Custom financial projections and market analysis tailored to business needs.
- Funding strategy and investor pitch deck preparation.
- SBA loan preparation and documentation to secure business financing.
- Feasibility analysis for business expansion and growth strategies.
Data Analysis & Machine Learning for Financial Forecasting
- Specialized in regression-based machine learning models for trend analysis and financial forecasting.
- Predictive analytics to support strategic decision-making.
- Market trend identification using AI-driven data analysis.
- Risk assessment models for better financial planning.