Services

• Monthly, Quarterly and Year End Reviews
  
• Management Reporting
  
• Financial Analysis
  
• Preparing Financial Statements
  
• Financial Ratio Analysis

We handle the day-to-day recording of financial

transactions and ensure the financial transactions are correct, up-to-date and comprehensive. The services we offer include: 

• Bank, Credit and Loan Reconciliation

• Accounts Receivables 

• Inventory and Payroll Reconciliation

Businesses find it hard to keep and maintain records for tax purposes. Focusing on their business and bookkeeping poses a challenge. We can help you install and set up QuickBooks as well as Integrate it with other software. We help small businesses focus on their business, letting business owners do what they know best. The service we offer include:

• QuickBooks  Installation.

• QuickBooks Account set up.

• Integrate QuickBooks with Other Software.

• Maintain Up-to-Date Accounting Records. 

We offer Individual tax return preparation, business tax return preparation, payroll tax preparation and filling and Sales tax. Tax Planning and Education.  Tax planning is essential to helping you successfully and legally reduce the amount of your tax liabilities. In addition to making sure that your business is tax compliant, we also can suggest tax saving strategies that will maximize your after-tax income. 

As your business grows and becomes more dynamic, the need for a senior level financial expert becomes critical.  We provides part-time CFO services such as budgeting and forecasting cash-flow analysis. We assist small businesses meet their financial requirements hence allowing them to focus on their growth. 

The services we offer include: 

• Financial Analysis 

• Cash-Flow and Revenue Management 

• Budgeting, Planning and Forecasting 

Register your business with 

governmental authorities:

• Register your Corporation (Inc., Corp.), Limited Liability Partnership (LLP), Limited Liability Company (LLC), or any other corporate vehicle at the Puerto Rico Department of State.
• Register with the Internal Revenue Service to obtain your Employer Identification Number. This will be your ID for most of the following procedures.
• Register with Hacienda as a taxpayer. 
• Register with the Municipalities once you identify the place of where you will do business from and obtain a Use Permit. 
• Register with the Municipality for the Volume of Business tax (or the “patente municipal”), and the Municipal Sales & Use Tax (“IVU Municipal”).