Online Bookkeeping Services Glendale, NY

Your financial statements aren’t just data in a spreadsheet, they are the cornerstone of your business’s success. Whether you need to make informed decisions, secure funding, or meet regulatory requirements, we deliver meticulously prepared, fully compliant financial statements that provide a clear picture of your company’s health.

What We Offer:

• Profit & Loss Statement (Income Statement) - Get a detailed breakdown of your revenue, expenses, and net income so you can measure growth, identify trends, and adjust strategies.
• Balance Sheet - A structured breakdown of your assets, liabilities, and equity, helping you understand where your business stands financially.
• Cash Flow Statement - See exactly your revenue sources and how it’s being spent, so you can maintain stability and avoid cash shortages.
• Financial Ratios & KPI Analysis - We assess key indicators like profit margins and liquidity ratios to uncover opportunities and potential risks.
• Investor & Grant Reporting - Professionally prepared reports tailored for financial institutions, investors, and philanthropic organizations to help you win grants.

Accurate financial statements enhance credibility among investors, reduce financial risk, and help you steer your business toward success that ensure scalability.

A well-structured financial plan is the key to business growth and financial stability. We create customized budgets and forecasts to help you align with your goals, anticipate challenges, and steer your business with confidence.

What We Offer:

• Annual & Monthly Budgeting - Structured financial plans based on previous financial data, market standards, and future goals. 
• Revenue & Expense Forecasting - Comprehensive projections that help you prepare for future financial needs, ensuring sustainable cash flow. 
• Scenario Planning & Sensitivity Analysis - Best-case, worst-case, and expected-case financial models to equip you for changing market conditions.
• Budget vs. Actual Performance Tracking - Regular comparisons between your financial projections and current financial performance to adjust strategies proactively.

Proactive budgeting and forecasting give you financial confidence, minimize unexpected shortfalls, and allow you to grow with confidence.

Generating revenue doesn’t guarantee financial stability, steady cash flow is the real key. We help you manage your cash flow proactively so you can stay operational, compensate your team, and scale your business.

How We Help:

• Cash Flow Projections - Short- and long-term forecasts to prevent cash shortages and sustain stability.
• Accounts Payable & Receivable Optimization - Accelerated payments from clients and efficient payables management to improve cash flow.
• Expense Tracking & Cost Control - Spot wasteful spending, cut non-essential costs, and increase margins.
• Emergency Fund Planning - Establish financial reserves to shield your company from economic uncertainty.
• Liquidity & Solvency Planning - Ensure your business sustains healthy financial ratios and is always ready to expand.

Uncontrolled cash flow is one of the top reasons businesses fail, our expertise protects your company from this risk.

Payroll mistakes can lead to frustrated staff, tax penalties, and compliance issues. We handle payroll for you, ensuring your team gets paid correctly, punctually, and in complete alignment with regulations.

What We Offer:

• Payroll Processing & Direct Deposits - Seamless handling of wages, contractor payments, and direct bank transfers.
• Federal & State Payroll Tax Withholding - Error-free tax withholding to keep your business free from penalties.
• Quarterly & Annual Tax Filings - We handle all necessary payroll forms, including W-2s, 1099s, and quarterly tax returns.
• Benefits, Deductions & Overtime Compliance - Proper management of medical coverage, 401(k) contributions, and extra hours compensation.
• Payroll Audits & Compliance Checks - Regular payroll evaluations to prevent issues, avoid penalties, and ensure compliance.

A error-free payroll system keeps your employees happy, safeguards your business, and maintains regulatory adherence.

Audits can be overwhelming, but they don’t have to be. We help you stay audit-ready year-round with accurate financial records and full compliance with regulations.

What We Do:

• Audit-Ready Financial Statements - Ensure all your financial reports are accurate and compliant.
• Internal Controls Assessment - Identify fraud risks, inaccuracies, and regulatory weaknesses before they become major issues.
• Nonprofit & Grant Compliance Audits - Specialized support for nonprofits to track restricted funds and meet reporting standards.
• IRS & Tax Audit Support - Full record-keeping, representation, and compliance guidance if you’re audited.
• Pre-Audit Preparation & Risk Mitigation - We analyze your books to spot potential red flags before an audit begins.

Maintaining audit preparedness minimizes anxiety, keeps you legally secure, and shields your organization from costly penalties.

Beyond bookkeeping and compliance, we provide expert financial insights to help you improve earnings, get financing, and enhance decision-making.

What We Offer:

• Profitability & Cost Analysis - Identify opportunities to boost revenue and cut unnecessary costs for a healthier bottom line.
• Strategic Tax Planning - Maximize deductions, leverage tax credits, and fine-tune your tax strategy to reduce tax burdens and retain more profits.
• Investment Preparation & Funding Strategy - Prepare comprehensive financial reports and presentations to attract investors or obtain funding with confidence.
• Financial Sustainability for Nonprofits - Expert guidance on grant funding, donor engagement, and cost-effective financial management to ensure long-term stability.

The right financial strategy can take your business from surviving to expanding.