Bookkeeping is the process of maintaining detailed records of all financial transactions, including income and expenses. It ensures that your business’s financial data is accurate and up-to-date, making it easier to prepare financial statements, file taxes, and monitor profitability. Good bookkeeping practices also help avoid compliance issues with regulators and tax authorities.

We track all outstanding invoices and payments owed by clients. This includes generating invoices, sending reminders, and following up with customers to ensure timely payments. Our goal is to help improve your cash flow by minimizing delays and managing overdue accounts.

We monitor and process bills and invoices from your vendors and suppliers, ensuring they are paid on time. This avoids late fees, helps build good relationships with suppliers, and improves your company’s credit profile.

Bank reconciliation involves comparing your financial records with your bank statements to ensure all transactions match. This process helps detect errors, identify fraud, and provide accurate financial data for decision-making and tax filing.

Our CFO services provide strategic financial planning, cash flow management, financial forecasting, and profitability analysis. We act as an advisor to support key business decisions, manage risks, and drive growth, aligning your financial operations with long-term goals.

We generate P&L reports by tracking your company’s revenues, costs, and expenses over a specific period. These reports provide insights into profitability and can help identify areas where expenses can be optimized or revenues increased.

Financial forecasting involves projecting future revenues and expenses based on past performance and market trends. It supports better decision-making by allowing you to anticipate future cash flow needs and allocate resources effectively.

We assist with setting up and managing business bank accounts, optimizing banking relationships, and leveraging financial tools. Our partnership with Relay Financial ensures access to modern banking solutions tailored for cash flow management.

A good consultant will always give you the tools to improve your business efficiency by his knowledge and experience, also the follow up and support in each part of your entrepreneurship path is crucial to help you continue in the right direction, all this with the objective of reducing the failure probabilities.

First we´ve to see in which “part” of the entrepreneurial path is your start up, good news is that we can offer services in any part of your journey, for instance if you already have a business we can help you by our kpi measure process so if you are beginning, our business Discovery is perfect for you, or if you want to formalize your goals and your identity try or SWOT, vision and mission services.

We can help you since the first minute with our ideation and prototype service, first we help you develop a solid idea and then we offer you the service of prototyping, like a basic mockup of what you may offer, then our validation team Will give you the guide in order that you can validate outside your idea until you a feel confident and finally start your business

Beneficial Ownership Information (BOI) reporting is required to disclose the ownership structure of certain businesses to comply with anti-money laundering regulations. If your company meets the filing criteria, we ensure timely and accurate submission.

Yes, we handle the preparation and filing of corporate documents such as articles of incorporation, annual reports, and other compliance forms. Our services help your business stay in good standing with regulatory authorities.

We manage local business tax filings to ensure compliance with jurisdictional requirements. This includes preparing the necessary forms, calculating taxes owed, and submitting filings on time to avoid penalties.

We provide comprehensive payroll services, including I-9 verification, W-4 calculations, and W-2 and 1099 filings. We ensure accurate tax withholding and timely compliance with all IRS and state requirements.

We calculate and withhold federal and state taxes from employee wages, ensuring accurate reporting and payment to the IRS. We also manage quarterly and annual tax filings, including FUTA, to keep your business compliant.

W-2 forms are issued to employees, showing their earnings and taxes withheld. 1099 forms are provided to independent contractors to report payments made. We ensure accurate and timely filing of both forms to meet IRS requirements.

We verify that your business’s insurance policies meet legal requirements and help manage enrollment and administration. This includes handling employee benefits, workers’ compensation, and other insurance-related tasks to keep your business in compliance.