Our Services & Approach

We provide Bookkeeping, Accounting and Tax services as backend support for the CPA / CA firms and the small business enterprises.

ACCOUNTING/ BOOKKEEPING
PAYROLL MANAGEMENT
TAX SERVICES
FRACTIONAL CFO

Provide tailored services as per your requirements

Understand your ecosystem and follow your processes – smooth transition with zero disruption

Flexible choice to execute tasks – Either on your system or we provide the system infrastructure

Review for process Optimization & Automation with AI tools

Solid NDA & Data security (Cloud/ MFA/ Dedicated drive)

You retain control of final product & client interaction

Thorough review by management of all the deliverables to ensure quality work

Key Focus: On-time and Accurate delivery

ACCOUNTING/ BOOKKEEPING

With our extensive experience and expertise in accounting and finance, we deliver service models tailored to your business needs – Your resources are better invested in growth and development.

We streamline the entire workflow—receiving your raw data, processing it accurately, and returning it in a fully organized outputs enriched with powerful data analytics and insights. The result? Faster decisions, sharper clarity, and a smoother workflow that elevates your entire operation.

  • Cash/Bank Book Entries
  • AP/AR Sub-systems close
  • General Ledger / TB review
  • Reconciliations: Sub-systems & Bank
  • Period end Journals Entries
  • P&L and BS Finalization
  • Cash Flow Statement
  • Data Analytics / dashboard

PAYROLL MANAGEMENT

Instead of navigating complex calculations, ever-changing regulations, and tight deadlines yourself, we provide a team of specialists who ensure every payroll cycle is accurate, compliant, and delivered on time.

This allows you to redirect your energy toward business—while enjoying the confidence that your payroll is being managed with precision and required confidentiality.

  • Payroll Processing – System of your choice
  • Account for Payroll transactions
  • Make the payroll tax payments, FUTA & TWC
  • Prepare & File Form 941 & 940
  • Prepare & Email W-2s and 1099-NEC

TAX SERVICES

Tax season can be overwhelming and meeting filing deadline is crucial for client satisfaction. We lighten your workload with accurate, efficient and timely preparation of Tax returns.

Our team of experienced tax professionals will assist you in preparing Tax returns using the Software of your choice – We work with Drake Tax, Lacerte, ProSeries, UltraTax, ATX. We also manage, file and pay other business taxes

You can focus on strategic services of Tax planning & Advisory, while we support with:

  • Organizing data provided by Clients 
  • Following up for missing data
  • Extension filing & Tax Payments
  • Updating Forms 1040 I 1120/1120C K1 / 1065
  • Seles Tax Prep and Payments
  • Franchisee Tax Prep & Payments

FRACTIONAL CFO

One of the developing concept in the field of Finance is the “Pay as you go” Fractional CFO. We will do the Financial Management of your business while keeping your function overhead in control.

You normally do not need a full-time dedicated finance team whether a Finance Analyst or a  Finance Controller. By using the expert services on part time basis as needed, you can reduce your cost and have wider choice of skills instead of limiting it to one person.

With our extensive experience in the MNCs and expertise in Finance, Business and Risk management, we can provide you with the strategic support you need to grow the business. 

  • Financial Analyst -I- Financial Controller -I- CFO
  • Pay per Hour Basis or Project Basis or Retainer Basis