Expert Financial Solutions

Financial Solutions & Services

Explore the range of services we offer to meet your financial and business needs

Bookkeeping Services

• Recording daily financial transactions (sales, expenses, payments, etc.).

• Managing accounts payable and accounts receivable.

• Bank and credit card reconciliations.

• Maintaining the general ledger.

• Tracking income and expenses by category.

• Payroll processing and reconciliation.

• Preparing adjusting journal entries.

• Managing cash flow tracking and reporting.

Accounting Services

• Preparing financial statements (Balance Sheet, Income Statement, Cash Flow Statement).

• Budgeting and forecasting.

• Preparing and filing sales tax returns.

• Reconciling subsidiary ledgers (e.g., accounts receivable/payable to the general ledger).

• Fixed asset management and depreciation calculation.

• Managing accruals and prepayments.

• Tax planning and year-end preparation for CPA review.

• Analyzing financial performance through ratios and metrics.

Taxation Services

• Preparing and filing federal, state, and local tax returns, including: Form 1040, Form 1120, Form 1120S, Form 1065, Form 990

• Strategic tax planning to minimize liabilities and maximize deductions.

• Ensuring compliance with evolving tax laws and regulations.

• Preparing and filing sales tax and payroll tax returns.

• Assisting with international taxation, including expatriate and foreign entity compliance.

• Representing clients during IRS audits and resolving tax notices.

• Providing tax advisory services tailored to businesses and individuals.

• Handling tax provisions and deferred tax calculations

Financial Advisory, Reporting, and Auditing Services

• Tailored financial planning and strategy development for businesses and individuals.

• Risk assessment, investment analysis, and cash flow management.

• Budgeting and long-term financial planning to achieve growth and sustainability.

• Preparation of accurate financial statements, including balance sheets, income statements, and cash flow reports.

• Compliance with regulatory standards and customized reporting for stakeholders.

• Delivering insights to support strategic decision-making and financial transparency.

• Comprehensive internal and external audits to ensure financial accuracy and reliability.

• Evaluation and improvement of internal controls to mitigate risks.

• Regulatory compliance checks and actionable insights for enhanced operational efficiency.

FinAscend Solutions transformed our financial management with their expertise and dedication. Highly recommend their services!

John Doe

★★★★★