CORPORATE FINANCE TEAM SUPPORT

Maintaining a full-time accounting department can be costly and time-consuming, but few businesses can thrive without one. The proper accounting and financial support are necessary for any company to succeed. If you aren’t able to maintain a full accounting team in-house we can help. We can provide financial and HR solutions, customizes to fit your needs.

Our team consists of professionals with experience in a wide range of positions, CPA, IRS Enrolled Agent, Payroll Specialist, Staff Accountant, and Bookkeeper. We can deliver a comprehensive, fully integrated financial management and accounting system that can meet the needs of your evolving business today and tomorrow.

Bookkeeping Module

  • Monthly, Quarterly and Annual Financial Statements Preparation (Balance Sheet, Income Statement, Cash Flow Statement, Statements of Shareholders' Equity)
  • Bank Accounts Reconciliations
  • Credit Cards Reconciliations
  • Income and Sales Report Reconciliations
  • Accounting for Loans and Lines of Credit
  • Accounting for Fixed Assets Depreciation and Intangible Assets Amortization
  • Inventory Reconciliations
  • Shareholders’ Equity Change, Contribution, Distribution, Common Stock, Preferred Stock, etc.
  • Accounts Payable Reconciliations
  • Accounts Receivable Reconciliations
  • Various Ad-hoc Reports pertaining to Company’s Financial Requirements
  • Accounts Payable and Receivable Processing and Management
  • Financial Audit Assistance and Support

Taxation Module

  • Federal Corporate Income Tax Return
  • State Corporate Income Tax Return
  • International Tax support, Form5471, 5472, 1042, 1042-S, etc.
  • Schedule 1099-MISC, NEC, A, B, C, DIV, G, INT, K, OID, PATR, R, S, SA, 1098, 1095-B, etc.
  • Federal and State Income Estimated Tax
  • State Annual Report and Statement of Information
  • State Franchise Minimum Tax
  • State Sales Tax Prepayment and Returns
  • County and City Local Tax Support
  • Business Personal Property Tax 571-L
  • IRS and State Tax Authorities Correspondence Response and Communication
  • Tax Audit Assistance and Support
  • Represent before IRS, State, and Local Tax Authorities

Payroll Module

  • Payroll System Setup and Maintenance
  • Federal EFTPS
  • State and Local Payroll Tax
  • Social Security Administration
  • Biweekly, Semi-Monthly, Monthly Payroll Schedule
  • Paystubs and W-2s
  • Employee Overtime, Sick Leave, Bonus, Reimbursement, etc.
  • Direct Deposit and E-check
  • Payroll Tax Payment and Tax Return
  • Unemployment Claims Response Assistance
  • New Employee Enrollment and Employee Termination
  • Ad-hoc Payroll Summary and Reports
  • IRS and State Payroll Tax Authorities Correspondence Response and Communication
  • Payroll Tax Audit Assistance and Support
  • Represent before IRS, State, and Local Tax Authorities

HR Module

Retirement Plan

  • Design, Setup, and Administration, 401(k), Profit Sharing, Defined Benefit, etc.
  • Compliance: Nondiscrimination Testing, Safe Harbor Plans
  • Record keeping: Account Statements and Notices
  • Reporting: 1099-R, 5500 Filing, Tax Credit Claims
  • Payroll Integration, Contribution, Distribution
  • Employer and Employee Support: On boarding Training, Enrollment, Termination
  • Annual Review
  • Audit Support

Employee Benefits

  • Design, Setup and Administration, Health, Dental and Vision Insurance, Paid time off (PTO), Life insurance, Long and Short-term disability, HSA, Cafeteria Plan, etc.
  • Record keeping: Account Statements and Notices
    Payroll Integration
  • Employer and Employee Support: On boarding Training, Enrollment and Termination
  • Administers Online COBRA
  • Employee Enrollment, Changes and Termination
  • Annual Review for Accuracy and Pricing
  • Audit Support

Company Insurance

  • Quote, Setup and Administration, Workers Compensation, General Liabilities and Professional Liabilities, Commercial Auto and Property Insurance, etc.
  • Record keeping: Account Statements and Notices
  • Employer Support
  • Annual Review for Accuracy and Pricing
  • Audit Support