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Our Services
Bookkeeping & Accounting
- Bank & CC data entry & reconciliation
- Customer invoicing & collections
- Vendor invoicing & payments
- Inventory management & control
- Payroll reporting & processing
Public Notary & Loan Signing
- Public notary service
- Loan signing
- Affidavits
Reporting & Analysis
- P&L, Balance Sheet, Cash Flow statements
- Monthly Financial Reports & Management Summary
- Quarterly Financial Statements
- Quarterly Payroll and Sales Tax filings
- Annual Financial Statement
- Tax Return Preparation & Filing
Tax Planning, Preparation & Filing
- Business & Personal Tax Returns
- Financial Statement Review
- Tax Planning : Deductions, deferment, allocation
- Tax Return Preparation : 1120/S, 1065, 1040
- Tax Return Filing
Business Planning & Advisory Services
- Forecasting & Projections
- Equity & Debt Financing
- M&A Planning, Modeling and Execution
- Business / Financial Restructuring
CoSource / OutSource Accounting Services
- CoSource : Sign up for services to complement your in-house staff
- Outsource all other services to us
- Rightsizing : We will absorb your personnel into our operation
- We will own staffing, hiring, training for you and your staff