Accounting / Tax services
- Our packages include Accounting, Tax and Corporate services.
- We offer two service packages, named ONLINE and STANDARD.
- Both services ensure your company is up-to-date with U.S. requirements.
- For an existing company, we first make sure its status is properly updated.
What tasks we perform
Online
- Continuously
- Provide Florida address.
- Perform Registered Agent duties.
- Receive and forward correspondence.
- Safeguard company files (digital, hard copy).
- Provide full-time online accounting access.
- Update corporate documents (as needed).
- Post invoices issued.
- Post payments received.
- Train client personnel.
- Monthly
- Prepare monthly financial reports.
- Reconcile bank statements x accounting.
- Update Chart of Accounts.
- Update lists (clients, suppliers, products).
- End-of-Year
- Prepare year's financial reports.
- Prepare income tax returns.
- Renew state registration.
- Optional services
- Link accounting with EDI apps.
- Link accounting with online sale apps.
- Link accounting with rental apps.
- Control U.S. inventories.
- Provide treasury functions.
Standard
- Continuously
- Provide Florida address.
- Perform Registered Agent duties.
- Receive and forward correspondence.
- Safeguard company files (digital, hard copy).
- Train client personnel.
- Quarterly
- Prepare quarterly financial reports.
- Reconcile bank statements x accounting.
- Update Chart of Accounts.
- Post invoices issued.
- Post payments received.
- Update lists (clients, suppliers, products).
- End-of-Year
- Prepare year's financial reports.
- Prepare income tax returns.
- Renew state registration.
- Optional services
- Help manage property rentals. Perform treasury functions.
What service does your U.S. company need?
ONLINE
- Recommended for companies that:
- Require daily/weekly updates.
- ssue many invoices/month.
- Receives credit card payments.
- Extends credit to customers.
- Receives credit from suppliers.
- Collects Sales Tax.
- Carries inventory.
STANDARD
- Recommended for companies that:
- Have few real estate properties for rental.
- Issue few or no invoices.
- Are starting, no revenues yet.
- Have no bank account.
Accounting and tax best practices
- Bookkeeping should be kept updated as timely as needed to evaluate performance.
- Chart of Accounts should reflect how the company is managed (profit and cost centers) if it is in alphabetical order, then you know it is wrong.
- Dedicated accounting software should be used (NOT spreadsheets).
- Owners' personal expenses should not be comingled with company expenses.
- Depreciation should be calculates as per then-current IRS rules.
- Careful with assets posted as expenses and vice-versa.
- Create precise rules regading owners' contributions (capital x loans).