Our Services
Strategic financial leadership for growing businesses in Forest Hills, Queens — from financial reporting and cash flow management to budgeting, forecasting, and executive-level guidance.
Financial Statements: Preparation of balance sheets, income statements, and cash flow statements on a cash or accrual basis, provided monthly, quarterly, or annually.
Reconciliations: Regular reconciliation and review of bank accounts, credit cards, and other financial accounts to maintain accurate and reliable records.
Bookkeeping Oversight: Oversight of day-to-day bookkeeping and internal accounting processes to ensure transactions are recorded accurately and timely.
Internal Controls: Establish and maintain financial controls designed to improve accuracy, strengthen reporting, and protect the integrity of financial information.
Financial & Tax Compliance: Support ongoing financial and tax compliance requirements, including sales tax, payroll reporting, and other applicable filing obligations.
Cash Flow Monitoring: Monitor cash inflows, outflows, and available liquidity to help businesses meet operating needs and financial obligations.
Budgeting & Forecasting: Develop budgets and financial forecasts to anticipate cash needs, evaluate performance, and support better business decisions.
Audit Preparation: Organize financial records, supporting documentation, and schedules in preparation for external audits or financial reviews.
Auditor Coordination: Work with external auditors and other financial professionals to provide requested documentation and help facilitate an efficient review process.
Financial Performance Analysis: Review financial results, trends, and key performance indicators to identify opportunities and areas requiring attention.
Management Decision Support: Provide financial insight and guidance to help management evaluate major decisions, investments, growth opportunities, and operational changes.