- Financial Reporting: Preparing fundamental financial statements, including balance sheets, income statements (profit & loss), and cash flow statements.
- Bookkeeping & Record Keeping: Organizing and recording daily financial transactions, tracking expenditures, and managing accounts payable and receivable.
- Tax Preparation & Compliance: Computing tax liabilities, preparing annual tax returns, and ensuring compliance with federal, state, and local tax regulations.
- Account Reconciliation: Routinely matching and balancing trade invoices, payment gateways, bank deposits, and documented reports to resolve discrepancies.
- Budgeting & Forecasting: Constructing future budget forecasts, monitoring expenses against allocations, and identifying cost-reduction strategies.
- Auditing Support: Reviewing financial operations internally to minimize risks, evaluating procedures for efficiency, and cooperating with external auditors.
- Strategic Advisory: Analyzing quantitative financial data to offer management transparent advice on investments, capital spending, and liquidity