






Comprehensive Services for CPA Firms

Daily bookkeeping, AR/AP management, bank reconciliations, and month‑end close
Management accounts, KPI dashboards, cash‑flow forecasting
Custom reporting compliant with U.S. GAAP

Individual, partnership, S‑corp, and C‑corp tax returns
Sales tax filings, compliance, multi‑state nexus support
Tax planning and advisory to minimise liabilities

Working papers, account reconciliations, testing, and documentation
Support for internal, external, and statutory audits
Focus on accuracy and timely completion so you can concentrate on high‑value tasks

Payroll processing support for all payroll frequencies (including after-the-fact payroll)
Net pay calculation based on gross wages and Form W-4 details
1099 preparation, validation, and end-to-end filing support (e-file + mailing support)

Nexus determination, sales tax registrations, returns, and audits
Payroll processing, 1099 preparation, and compliance with state and federal rules

Budgeting, forecasting, financial modeling, and performance analysis
M&A due diligence and strategic growth planning

Day-to-day property bookkeeping aligned to your close checklist
Property-level and portfolio-level schedules (by property, entity, or owner)
Draft owner/investor reporting packs (property performance summaries, variance notes)





