In conjunction with our tax services for business owners and investors, we offer accounting and financial reporting services. Particularly for business owners, this allows the multitude of functions typically performed by the accounting function of an organization (e.g. bookkeeping, payroll/payroll tax filings, sales tax/sales tax filings, etc) to be under one roof.
BOOKKEEPING
In addition to traditional bookkeeping services, our team works closely with business owners to leverage technology in a forward thinking manner which can increase efficiency and accuracy.
PAYROLL, SALES TAX, AND LOCAL COMPLIANCE
Our team works with businesses of all sizes in the following areas:
1) Payroll - Processing for employees, making the payroll tax payments, filing the payroll tax forms, and any subsequent audits for worker's compensation
2) Sales Tax - Calculating and paying sales tax liabilities, filing of sales tax returns, and any communications with State or local governments
3) Compliance - We work with businesses on compliance with local rules and regulations such as filing of 571-L Business Property Statement, San Francisco Payroll Tax, and any other compliance work which arise as the nature and complexity of our client's business continue to grow.
FINANCIAL REPORTING
We understand the as our client's businesses continue to grow and scale, financial reporting requirements are critical in assisting them to address questions such as expansion, financing options, investor relations, etc.
By leveraging our expensive experience we work with business owners and investors to efficiently create reliable financial information which can aide in identifying product, seasonal, and customer trends.
Everyone's situation is different, and through a meticulous interview and general conversations, we are able to hone in on what is important and tailor an approach suitable for your needs.