“We combine CPA credibility with cloud automation to deliver tax and accounting services that go beyond compliance. Whether you’re a startup preparing for SOC 2, an e-commerce business managing multi-state sales tax, or a financial institution scaling globally, we keep your books accurate, your filings compliant, and your leadership informed with real-time dashboards.”

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1. Bookkeeping & Financial Accounting

• General ledger setup and maintenance.

• Chart of accounts design (aligned with management reporting + compliance).

• Monthly/quarterly/annual closing.

• Automated reconciliations (with RPA/UiPath).

• AI-driven anomaly detection in transactions.

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2. Tax Compliance & Advisory

• Business Tax Filings: Federal & state corporate returns, partnerships, S-Corps, LLCs.

• Sales & Use Tax: Compliance for e-commerce (Shopify, Etsy, Amazon sellers).

• Payroll & Employment Taxes: Quarterly/annual filings, compliance with IRS and state labor boards.

• Tax Planning: Entity structuring, credits (R&D, energy, hiring), international tax advisory.

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3. Management Accounting (CFO Services)

• Budgeting & forecasting.

• Cash flow analysis and liquidity planning.

• Unit economics (cost per customer, cloud spend allocation per department).

• KPI dashboards for management and investors.