Compile income statements, balance sheets, and other financial documents.

Analyze financial data to understand the financial health of the business and prepare reports.

Apply and enforce Generally Accepted Accounting Principles (GAAP).

Create detailed budgets to guide business spending.

Provide insights and advice on financial planning and risk management.

Prepare and file taxes, ensure compliance with tax laws, and advise on tax-related decisions.

Review financial and operational processes to ensure accuracy and efficiency.

Provide information and documents to external auditors.

Predict future financial trends based on current and past data.

Develop and enforce policies to maintain financial health and compliance.

Review financial operations to identify areas for improvement.

Collaborate with management to provide financial insights for decision-making.

Keep up with changes in financial law and ensure business compliance.

Involve in long-term business planning at the managerial and executive level.

Company name availability check

Preparation of Articles of Incorporation or Articles of Organization

Corporate compliance tool with company alert

Registered Agent Services

Federal Tax ID Number (EIN)

Certified filed copy of formation documents

Incorporator Resolution Statement

Custom Bylaws and Minutes (Corporations)

Custom Operating Agreement (LLCs)

Custom Corporate Incorporation Resolution

Electronic delivery of state documents

Custom Kit and Seal (Corporations and LLCs)

Online access to your incorporation documents

Lifetime Customer Support via phone and email

*Pricing varies based on individual requirements and is structured through various package options. This does not cover state fees or shipping and handling charges.

Document every financial transaction, including sales, purchases, receipts, and payments.

Keep up-to-date and accurate subsidiary accounts by verifying, allocating, and posting transactions.

Compare internal financial records with bank statements to ensure consistency and accuracy.

Keep track of all outgoing payments and expenditures, including supplier invoices, direct debits, and other transactions.

Manage incoming funds, including issuing invoices, processing payments, and pursuing overdue accounts.

Calculate and distribute employee wages, withhold taxes, and maintain payroll records.

Organize financial documents like invoices, receipts, and purchase orders for easy retrieval and reference.

Record and categorize expenses to track and analyze spending.

Maintain accurate records of inventory, including purchases, usage, and waste.

Compile basic financial reports such as profit and loss statements on a monthly, quarterly, or annual basis.

Oversee cash transactions, including petty cash operations and cash flow monitoring.

Collect all necessary financial documents such as income statements (W-2, 1099 forms), investment income statements, and other relevant financial records.

Research and identify potential tax deductions and credits that the client is eligible for, to reduce their taxable income.

Keep a detailed and organized record of receipts and documents related to tax-deductible expenses.

Stay updated with the latest tax laws, regulations, and changes that could affect the tax preparation process.

Accurately complete the necessary tax forms, including federal and state income tax returns.

Compute the amount of taxes owed or the amount of tax refund due to the client.

Submit the completed tax returns electronically to the IRS and state tax authorities, if applicable.

Provide advice on how to plan finances and transactions in a way that minimizes tax liabilities.

Assist in setting up payment plans or negotiating with tax authorities in case of owed taxes.

Make sure that all tax returns and documentation comply with federal and state tax laws.

Maintain the confidentiality and security of the client’s financial and personal information throughout the tax preparation process.