Advisory & Bookkeeping
Corporate Advisory
Bookkeeping
Our Corporate Advisory team can make your state filing requirements a seamless process that is easy to understand which will shape your company's direction for years to come. Advisory services can be "per project" or on a monthly basis, catered to your organization's specific needs.
Our services include but are not limited to Articles of Organization, Certificates of Formation, Registered Agent filing, Operating Agreement (also addendums and amendments), Corporate Advisory services and assistance with locating an appropriate tax preparer.
Our bookkeeping department can assist with setting up your accounts for easy tracking and organized tax planning right from the start. We frame a comprehensive setup with bank and credit card integration that can be maintained on a daily, weekly or monthly basis. Integrating some of our operations with your already existing bookkeeping system, can open new potential for tax remedies as well. Following through on tax preparation coordination with your existing tax preparer (or new if needed), is also offered to ensure that your company is on the right track to maximize your tax benefits.
Bookkeeping services can be "per project" or on a monthly basis catered to your organization's specific needs.
Our Guarantee
Our primary goal is to keep you on track, so that you have less to worry about on a daily basis.
Available Corporate Advisory Services
- General Corporate Structure Planning
- Personalized Company Corporate Documents
- Contracts
- Non Disclosure Agreements
- Confidentiality Agreements
- Standard Documents Preparation
- State Filings and Submissions
- Tax Preparation Support
Available Bookkeeping Packages
- Budget vs Actual Tracking
- Financial Forecasting
- Quickbooks Set-Up and Support
- Monthly Bank & Credit Card Reconciliation
- Standard Operating Procedures
- Tax Preparation Support