Tax Preparation and Consulting:
Preparing and filing tax returns for individuals and businesses, as well as providing strategic advice on tax planning and compliance to minimize tax liabilities.
Business Planning including Exit Planning:
Developing comprehensive strategies for business growth, operational efficiency, and long-term sustainability. This also includes creating detailed plans for the eventual transition or sale of the business, ensuring a smooth and profitable exit for the owner.
Bookkeeping:
- Recording financial transactions
- Managing accounts payable and receivable
- Reconciling bank statements to ensure accurate financial records
Month-End Closing:
- Finalize monthly financial transactions including reconciliations
- Journal entries
- Generate financial statementts to provide a clear picture of financial performance