Services
Bookkeeping Services
Bookkeeping is the practice of recording and keeping track of the financial transactions of your business. We customize our bookkeeping services to best serve our client's needs and add value to their businesses. By outsourcing these functions we ease the burden on owners and managers, who can in turn focus on their customer base and growth.
Our three main bookkeeping service packages include:
Basic
- Client remote access to accounting system
- Chart of accounts setup
- Categorizing income and expense transactions
- Recording and reconciling accounts
- Essential reports (Balance Sheet, Profit & Loss, Cash Flow Statement)
- Sales tax returns
- Business income tax returns
Premium
- Accounts payable and bill payments
- Accounts receivables and client invoicing
Plus
- Contractor's payments management and filing
- Client tracking of projects and inventory
- Budgeting and Forecasting
- Cash Flow Forecasting
Add-ons
- Payroll
Compliance Services
We are our client's trusted source of expertise to ensure that they are in compliance with applicable Local, State and Federal business regulations.
Our compliance services include:
- Tax preparation
- Audits and reviews
- Financial reporting
- Licenses and permits
- Local, State and Federal filings and fee payments
- Puerto Rico Tax Incentives and Credits filing requirements
Consulting Services
We provide specialized expertise in various business matters. Our services are intended to create, optimize and grow your company. We work closely with business owners and managers to improve operations and efficiency.
Our consulting services include:
- Performance Services: outsourced CFO, data analytics, benchmarking, cash management, forecasting
- Strategic Services: strategic planning, succession planning
- Business Advisory Services: guidance to help develop and implement projects
- Accounting Advisory Services: financial and compliance advise
- Puerto Rico Tax Incentives and Credits: planning, tax incentives decree applications
- Financial Advisory Services: business turnaround, restructuring and bankruptcy expert support by our Certified Insolvency and Restructuring Advisor (CIRA)
- Tax Resolution Services: Local, State and Federal
- Other: Corporate services and advise required to solve problems