Our Services in Depth
Bookkeeping Automation
Accurate and timely bookkeeping is the foundation for healthy business finances. We automate bank feeds and categorize transactions monthly to help you stay on top of your financial records effortlessly.
Our service is ideal if you:
- Own a small to medium business with multiple accounts to track.
- Want to reduce manual bookkeeping errors and save time.
- Need monthly financial statements for loan applications or investor reports.
Example: A cafe managing daily sales across cash, card, and delivery platforms uses our bookkeeping automation to avoid manual entry errors and generate monthly profit reports for the owner.
Tax Preparation & Planning
Our CPA-led tax preparation service ensures your returns are filed accurately and on time, with strategies tailored to maximize your savings and reduce liabilities.
This service is perfect for businesses that:
- Have complex tax situations involving multiple entities or states.
- Need help identifying eligible deductions and credits.
- Want proactive planning to minimize their future tax burden.
Example: A freelance consultant with income sources from multiple states leverages our expert tax planning to avoid double taxation and ensure compliance with changing tax laws.
Financial Advisory & Reporting
With customized forecasting, budgeting, and reporting, we help you understand your business’s financial health and plan for growth.
This service benefits businesses that:
- Want to improve cash flow and profitability with clear data insights.
- Are preparing for funding rounds or expansion and need solid financial plans.
- Require regular, clear financial reports to inform management decisions.
Example: An e-commerce startup preparing to seek venture capital funding uses our financial advisory service to produce detailed forecasts and KPI dashboards critical to investor presentations.
SaaS Platform
We’re currently building our proprietary SaaS platform to provide a seamless, centralized cloud-based solution integrating all aspects of bookkeeping, tax prep, and financial advisory.
This platform will:
- Consolidate data from multiple sources for real-time insights.
- Automate routine bookkeeping and tax tasks with AI assistance.
- Offer dashboards and reporting tailored to your business needs.
Note: Our SaaS platform is in development and will be launched soon. Contact us for early access or demonstrations.