Accounting / Tax services
- Our Back-Office packages include Accounting, Tax and Corporate tasks.
- We ensure your company is up-to-date with U.S. requirements.
Tasks we perform
Online Back-Office
- 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 (offline)
- 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 (offline)
- 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 always updated.
- Chart of Accounts reflects how the company is managed.
- Accounting software should be used.
- Owners' personal expenses not comingled with company's.
- Depreciation calculated per IRS rules.
- Careful with assets posted as expenses and vice-versa.
- Rules regading owners' contributions (capital x loans).