Our Services
Tailored services at affordable fees
BUSINESS MANAGEMENT AND CONSULTING
We provide outsourcing business management and consulting services customized to support your small business.
- Controllership services
- Business consulting on processes, internal control evaluation and documentation, budgeting, and cost management
- Provide support to the accounting department: bank reconciliations, billing, accounts payable, fixed assets, and other functions.
- Support with loan applications.
- Other services
ACCOUNTING AND BOOKKEEPING
Preparation of Monthly/Periodic Reports:
- Bank Reconciliations
- Balance Sheet
- Profit or Loss Statement/Income Statement
- General Ledger
- Accounts Receivable and Accounts Payable
- Account Books Cleanup
- Monthly or Periodic Monitoring Service
- Other reports
Periodic evaluation of business finances for recommendations
*QuickBooks Online or other software
*QuickBooks Online or other software
BUSINESS START-UP
Application Process
- Department of State
- Application for Social Patronal Federal (EIN)
- State Sales/Use Tax Application support
- Support with SURI registration
- Nebraska Tax Application (Form 20)
Non-Profit Organizations – Support with start-ups
- Document preparation
- Application for Federal Tax Exemption
- Application for State Tax Exemption
PERSONAL FINANCES
- Counseling
- Budget preparation
- Savings Plan
- Debt and Liquidity Analysis
- Financial Goals
- Net Worth Analysis
FINANCIAL STATEMENT
- Entities and Individuals
- Application Forms (SBA* Personal Financial Statement)
- *U.S. Small Business Administration
AGREED-UPON PROCEDURE
Agreed-Upon Procedures on financial and non-financial information or procedures on specific accounts or processes.
- Compliance with Rules and Regulations
- Process Compliance
- Internal Controls
- Other AUP services
TAXES
- Tax Preparation
- IRS Representation
- Tax Resolution
- Puerto Rico Income Tax
- Nebraska Income Tax
