Financial Services

Your clients face ever evolving legislative and regulatory environment across United States, and to assist them your CPA firm has gone from tax experts to financial saviors. While this increased reliance is good news, it also puts more pressure on your CPA firm to provide the most up-to-date and comprehensive financial statement preparations services.

Financial Services

Our bookkeepers and accountants utilize their executional capabilities and delivery experience, to team up with your CPA firm to provide financial services, and streamline the financial reporting for your clients. Our services enable you to review Profit & Loss statements, Cash Flow Statements, Balance Sheets etc. to respond quickly, month on month.

We analyze your financial statements – monthly, quarterly, and annual management reports, for you and your CPA firm, to put up management charts and indicators in place to help you control the financial activities. Our corporate financial statements give a clear insight into the business processes and help in deciding the corporate strategy.

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Financial services we offer

  • Preparation of Financial Statements

    Preparation of Financial Statements including income statement, balance sheet and cash flow statements, for providing investors and creditors with additional information about your client’s performance and financial standings.

    • Profit & loss statements to take your business to next level of success
    • Balance sheet to keep an eye on every transaction of your business and manage incoming/outgoing funds
    • Corporate consolidation to aggregate financial statements of group of companies as financial consolidated statements
  • Analysis of Financial Statements

    Analysis of Financial Statements associated with investors, management, and creditors; including financial ratio analysis and calculations of dividend yield, price earnings ratios, return on assets, return on equity, trend analysis and comparisons with industry averages. Taking it further, we deliver your clients with ratio analysis services across all main categories including Coverage, Efficiency, Investment leverage, Liquidity, Market prospect, Profitability and Solvency.

    • Cash Flow Statements to maximize the utility of your cash
    • Inter-Company accounting to make accounting services seamless
  • Budgeting Services

    Budgeting Services for your clients includes sales or revenue budgets detailed as per products or services, capital expenditure budgets, cash budgets, departmental budgets, production budgets and many more; for planning their future activities. We also deliver a combination of all the budgets, your client’s master budget or profit plan, to assist them in controlling actual costs.

    • Cost Accounting for accurate knowledge of costs incurred in all the business transactions
    • Forecasting as a proactive decision-maker to understand how varying factors are affecting the business
  • Management Information Reports

    Management Information Reports with a focus on providing information across the company to help the management operate the company efficiently and effectively. May it be monthly, quarterly and annual or even customized reports, our financial advisors prepare it for your client taking into consideration; activity based costing, break-even point, capital budgeting, cost behavior, operational budgeting, profit planning, standard costing and much more.

    • External reporting to stay update on about the pros and cons of your business decisions
  • Fixed Assets Account Management

    Fixed Assets Account Management is a difficult task to accurately measure the exact market value of your fixed assets. It is crucial to do it accurately for utilizing it for meeting funding needs across various channels including bank loans, letter of credit etc.

We also manage various organizational reports and industry reports (fact books and competitor analysis), creation and maintenance of databases and libraries, break-even analysis, NPV and IRR analysis, Board of directors and audit committee presentations on financial results and EHS compliance, have increased the demand for reliable offshore financial service providers.

We understand the challenges your clients as a business face. We have been assisting small businesses and their CPA firms for more than a decade now to help them in making effective business decisions and maximize their net worth.


We use the breadth of our experience to design, implement,
and maintain bookkeeping services for you.

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