Outsourced Accounting Services for Businesses & Individuals | Financial Management & ComplianceServices

Corporate

• Corporate, LLC
• Business Operations (BPO)
• Financial Records Management for businesses, high net worth individuals (HNWI)
• Historic tax credit projects
• Cash Management
• Compliance: identify/monitor required tax & regulatory filings
• Coordinate with management, attorneys, insurance agents, CPAs, auditors
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Ecommerce

Ecomerce Accounting

• Shopify Plus
• Avalara
• Nexus analysis
• Multi-state Sales Tax

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High Networth Individuals

• Individual Client Accounting Services (CAS)
• Inventory estate planning & disaster recovery; gift tax & estate tax records; income tax return accounting; consulting.
• Insurance claim and restoration records management
• Financial analysis, financial statements, reconciliations, budgets, period-end closing
• Oversee real estate/special asset transactions, 1031 exchange, insurance policies: renewals, named insureds

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Software

• Quickbooks
• Netsuite
• Sage/Peachtree
• Microsoft Office/Outlook
• Online Banking
• NetDocs
• PC Law Accounting
• Automation: Set Up/Conversion/Maintenance

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