SERVICES
Services for US CPA Firms
Bookkeeping & Accounting
- Transaction categorization
- Bank & credit card reconciliation
- General ledger management
- Financial statements
- Accounts payable & receivable
Tax Preparation & Support
- 1040 Individual Returns
- 1120 / 1120S
- 1065 Partnerships
- Multi-state filings
- ERTC assistance
- Tax planning support
POS-Integrated Accounting
- Cash flow forecasting
- Budget planning
- Profitability analysis
- KPI dashboards
CFO & Advisory Services
- Daily sales syncing
- Inventory-linked accounting
- Margin tracking
- Sales reconciliation
SERVICES
Services for UK Accounting Firms
Bookkeeping & VAT Support
- Transaction posting
- Bank reconciliation
- VAT return preparation
- MTD compliance support
- Management accounts
UK Tax & Compliance
- Self-assessment tax returns
- Corporation tax (CT600)
- Partnership returns
- Year-end accounts preparation
- HMRC compliance support
Payroll & CIS
- Monthly payroll processing
- RTI submissions
- CIS returns
- Auto-enrolment support
Advisory & Reporting
- Cash flow analysis
- Budget forecasting
- Profitability reporting
- Business performance dashboards
