Accurate, timely, and comprehensive accounting support — from daily bookkeeping to financial statement preparation — giving you a clear and reliable picture of your business's financial health at all times.
Ensure your books are always up-to-date and error-free with our meticulous record-keeping services. We capture and organise every financial transaction, providing a clear and accurate picture of your business’s financial health. Our attention to detail helps you avoid costly mistakes and makes tax time a breeze.
To maintain accurate records and ensure all payments are accounted for, we meticulously reconcile invoices with corresponding payments. This process helps prevent discrepancies, flags errors early, and keeps your financial records consistently in check.
End-to-end AP management ensuring timely, accurate, and compliant vendor payments:
Comprehensive AR reporting services to keep your receivables under control:
Comprehensive audit support covering documentation preparation, compliance reviews, and assistance throughout the audit process — ensuring your business is always audit-ready and able to respond to regulatory requirements without disruption.
Professional, comprehensive financial statements prepared accurately and on time. We generate balance sheets, income statements, and cash flow reports that give you a clear snapshot of business performance — invaluable for tracking progress, securing funding, and planning for the future. Monthly financial statements also prepared regularly.
CFO-level financial leadership and strategic partnership — without the full-time cost. We embed into your business to drive financial strategy, manage risk, and unlock growth opportunities.
Developing long-term financial strategies and models tailored to your specific business goals. We work with leadership to align financial plans with operational realities — covering expansion planning, new product evaluation, debt-reduction strategy, and identification of opportunities to grow and improve business efficiency.
Optimising cash flow, managing working capital, and identifying areas for improvement to ensure long-term sustainability. We develop reliable cash flow projection processes and forecasting models — giving you visibility into future liquidity needs so you can plan capital expenditure and meet debt obligations with confidence.
Accurate, timely financial reports — P&L statements, balance sheets, and operational dashboards — along with in-depth analysis to guide management decisions. Preparation and presentation of monthly and quarterly financial reports as well as end-of-year financials for board and investor audiences.
Creating realistic, detailed budgets to improve resource allocation and financial performance. We analyse financial trends and existing budgets to identify issues and opportunities, then build comprehensive forecasting models that allow you to plan with precision and adapt quickly to changing conditions.
Ensuring adherence to all relevant regulations — including auditing standards, tax laws, and corporate law. We manage compliance obligations proactively, monitor regulatory changes, and maintain the internal controls needed to mitigate financial and operational risk. This includes advice on the latest software and tools to keep your business ahead of compliance requirements.
Sophisticated financial models and analyses that support investment decisions, business planning, and strategic transactions — built with rigour and delivered with clarity.
Building integrated financial models linking the Income Statement, Balance Sheet, and Cash Flow Statement. Used for business planning, investor presentations, and lending proposals. Any change in one statement automatically flows through the others, giving a complete and dynamic view of the business’s financial position.
Estimating the intrinsic value of a business or investment by projecting future free cash flows and discounting them to present value using an appropriate discount rate (WACC). Used in M&A transactions, fundraising rounds, equity research, and strategic investment decisions.
Valuing a business using market multiples — applying an industry-relevant EV/EBITDA multiple to the company’s earnings. Faster than DCF and widely used in deal negotiations, PE/VC transactions, and benchmarking against comparable peers in the same sector.
Comparing actual financial performance against budgeted or prior-period figures to identify where and why deviations occurred — whether in revenue, costs, margins, or volumes. Helps management course-correct promptly and improve the accuracy of future forecasts.
Building short-term (13-week) and long-term cash flow forecasts to help businesses manage liquidity, plan capital expenditure, and meet debt obligations on time. Critical for businesses undergoing fundraising, restructuring, or experiencing rapid growth.
Testing how changes in key assumptions — such as revenue growth rate, margins, discount rate, or commodity prices — impact financial model outputs. Presented as sensitivity tables showing best, base, and worst-case outcomes to help decision-makers understand risk exposure.
Building multiple distinct versions of a financial model based on different business situations — a base case, a high-growth case, and a downturn case. Unlike sensitivity analysis which changes one variable at a time, scenario modelling changes a full set of assumptions simultaneously to reflect real-world conditions and strategic pivots. An essential tool for boards, investors, and management planning under uncertainty.
Full-spectrum US federal and state tax compliance and advisory — covering individuals, corporations, partnerships, and CPA firm outsourcing. All return types handled under one roof.
Preparation and review of federal individual income tax returns including all schedules — Schedule A (itemised deductions), B (interest & dividends), C (self-employment), D (capital gains), and E (rental/pass-through income). Also covers FBAR and FATCA reporting for foreign assets, estimated quarterly tax payments, W-2 and 1099 reconciliation, and amended returns (Form 1040-X).
Preparation of federal corporate tax returns including computation of taxable income, depreciation schedules, carry-forward of net operating losses (NOL), estimated tax payments (Form 1120-W), and disclosure of related-party transactions. Also covers book-to-tax reconciliation and support for IRS notices and correspondence.
Preparation of S-Corp federal returns including Schedule K and K-1 for each shareholder, tracking of shareholder basis, built-in gains tax computation, and reasonable compensation review. Includes coordination with individual shareholders’ Form 1040 to ensure pass-through income is correctly reported.
Preparation of partnership federal returns including Schedule K and K-1 for each partner, capital account maintenance, Section 754 step-up elections, guaranteed payments treatment, and multi-tier partnership structures. Covers general and limited partnerships as well as LLCs taxed as partnerships.
Preparation of state and local income tax returns across all US states — single-state and multi-state filings, nexus analysis, apportionment of income across states, state-specific credits and incentives, and composite returns for non-resident partners or shareholders.
Proactive, year-round advisory to legally minimise tax liability. Services include entity structure analysis, timing of income and deductions, retirement plan optimisation, depreciation and Section 179 / bonus depreciation planning, estimated tax planning, exit and succession planning, and pre-transaction tax impact review.
Strategic transaction advisory and capital solutions — from M&A guidance and due diligence to business valuation and capital structure optimisation.
Expert guidance on buying, selling, or merging businesses to achieve growth or strategic goals. End-to-end advisory support — from initial target identification and deal structuring to tax-efficient transaction design — helping clients maximise value and minimise risk throughout the M&A process.
Thorough financial and tax due diligence — identifying potential risks, verifying financial data, and providing accurate future cash flow forecasts. Our rigorous process ensures buyers and investors have a complete and reliable picture of the target business before any transaction is finalised.
Comprehensive business valuations using DCF analysis and EBITDA multiples — creating financial models based on client data and market benchmarks. Used for M&A transactions, fundraising, ESOP planning, shareholder disputes, and statutory compliance. Delivered with full documentation and supporting assumptions.
Consulting on funding options and analysing the impact of various financial instruments — debt, equity, hybrid — to advise on the most tax-efficient and value-maximising capital structure. Also covers CMA data preparation and liaison with banks and financial institutions for credit and fund-raising requirements.
A complete payroll bureau service — from onboarding employees into the system to ensuring they are paid correctly, on time, and in full compliance with all applicable federal and state regulations.
Maintaining a complete and accurate employee master database covering personal details, tax filing status (W-4 elections), Social Security numbers, bank account details for direct deposit, benefit elections (health, dental, 401k contribution rates), pay rates, employment classification, and job history. All records updated on joining, exit, or any change in employment terms.
Calculating total gross pay including base salary, hourly wages, overtime (1.5x or 2x under FLSA), performance bonuses, commissions, tips, and fringe benefits. Accurate computation of all statutory deductions — federal income tax, Social Security (6.2%), Medicare (1.45%), state income tax, local taxes, and voluntary deductions — to arrive at the correct net pay every cycle.
End-to-end management of pay distribution — processing direct bank transfers (ACH), issuing cheques, and maintaining detailed pay stubs showing gross pay, all deductions, and net pay. Includes payroll register maintenance, bank coordination for timely fund transfers, and ensuring every employee is paid accurately and on schedule — weekly, bi-weekly, semi-monthly, or monthly.
Full adherence to federal, state, and local payroll regulations. Services cover timely IRS tax deposits, Form 941 (quarterly federal payroll tax return), Form 940 (annual FUTA return), state unemployment insurance (SUI) filings, and year-end W-2 preparation and employee distribution. Includes monitoring of minimum wage law changes, overtime rule updates, and IRS notice handling.
Capturing and categorising all employee-submitted business expenses — travel, meals, accommodation, client entertainment, and office supplies. Services include implementing an approval workflow for review and authorisation before reimbursement, verifying receipts and supporting documents, processing reimbursements through payroll or separately, coding expenses to the correct general ledger accounts, and generating expense reports and trend analysis to help management control costs and identify overspending patterns.
