INDUSTRIES WE SERVE

We work with a wide range of different industries. However, these are some we focus on :

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TECHNOLOGY

In today’s technology startup marketplace, ideas can become a reality in almost a blink of an eye. Similar to our tax and business consulting industry, we all start from a brilliant idea with a bunch of knowledge and experience to a existing business with various products & services.  But what happens once the idea has taken shape? What does it need to do to grow and find its product market fit? We understand the speed of changes can affect the technology industry every year and work closely with the clients to provide tax and business consulting service s specifically catered to meet the unique challenge of their goals.

One of the things that we really love to work with technology startup is that many possibilities could happen to the startups. They might be acquired by a big corporation in one day, or they might be merged with another technology company. We are confident enough that we have the ability to truly utilize all of our team’s skill in an extremely efficient manner.

Specialized Services:

  • Ongoing bookkeeping for technology companies (IT services & Software development )

  • Tax consulting for software license & franchise

  • Customize monthly, quarterly, or annual financial reports

  • Financial statement preparation, review and compilation

  • Prepare budget & forecast plan based on management and ownership goal

  • Customize financial report for Merger and Acquisition purpose

  • Work closely with your investment group and other advisors, such as lawyers, banker, existing investor and potential investor

  • Identify the most advantageous form of professional practice (proprietorship, corporation, partnership, or limited liability company)

  • Federal & Multi-State tax planning and compliance

  • Research & Development tax credit analysis

  • Prepare annual business tax returns for both Federal & State(s)

Market Analysis

MARKETING

With years of experience helping small and mid-side marketing firms from being caught off guard by tax and accounting issue, we are proud to say that we are able to draw on our considerable experience and resource to help our marketing clients operate more efficiently and profitable.


From accounting and tax services to operational planning, we address the unique strategies for your firm. Please contact us today and find out how we can help you.​

Specialized Services:

  • Ongoing bookkeeping for the Marketing/Media/Advertising/PR Agency

  • Intergrade marketing software (WorkBook & Accelo) with accounting software

  • Calculate project costing and profitability

  • Customize monthly, quarterly, or annual financial reports

  • Financial statement preparation, review and compilation

  • Prepare budget & forecast plan based on management and ownership goal

  • Identify the most advantageous form of professional practice (proprietorship, corporation, partnership, or limited liability company)

  • Federal & Multi-State tax planning and compliance

  • Prepare annual business tax returns for both Federal & State(s)

Gavel

LEGAL SERVICES

As a professional service firm, we truly understand your time is valuable. We can do your tax & bookkeeping, so you can practice the law.


There are two things you need to do if you are a lawyer running a law practice. Number one, you need to deliver outstanding legal service.  The other, you need to make sure you run a profitable business. These two things are often at odds with each other.


Whether you are a small firm or an established firm, we apply our experience resources to help you identify opportunities to achieve your goals, provide operational efficiency through effective workflows and processes, and increase profits for your firm.


Specialized Services:

  • Ongoing bookkeeping for law firm

  • Budgeting, forecasting, and performance review

  • Customize monthly, quarterly, or annual financial reports

  • Financial statement preparation, review and compilation

  • Prepare budget & forecast plan based on management and ownership goal

  • Identify key metrics and bench-marking to Law firm industry standards and statistics

  • Monitor revenue and collection patterns

  • Tax planning for year-end to minimize tax liabilities

  • Prepare annual business tax returns for both Federal & State(s)

Bar Stools

RESTAURANT & BAR

Most restaurant and bar owners don’t enjoy managing their finances nearly as much as serving their customers. When you take advantage of our restaurant accounting & tax services, you’ll have time to focus on creating delicious food and a fun environment for your customers, while we handle your books.


We have the experience of working with local restaurants and bar in New York City. That means, we understand the economic and business challenges facing your industry and know how to keep your business ahead of the curve through rising energy costs and seasonal shifts. We can take over bookkeeping tasks that are stressing your resources and provide a full menu of restaurant accounting services, including tip reporting, cash flow management,  tax planning and budgeting.


As our client, we’re keenly interested in your success, so we offer the tools you need to quickly and easily track expenses. We’ll also design a strategy for lowering your tax burden, so you can hang on to more of your profits.

Specialized Services:

  • Ongoing bookkeeping for restaurant and bar

  • Process payroll and prepare monthly/quarterly payroll tax returns

  • Inventory control for food, alcohol and retail sales

  • Tip reporting and allocation 

  • Cash flow monitoring and analysis

  • Budgeting and financial projections

  • Financial statement preparation, review and compilation

  • Integrate accounting software with major POS/software for restaurant and bar

  • Prepare annual business tax returns for both Federal & State(s)

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RETAIL & E-COMMERCE

When it comes to e-commerce/ retail accounting and tax, inventory management and POS reconciliation, we can provide you with the backup for you to run your business efficiently.


We have worked with many multi-location retailer and e-commerce in New York City, and we know the issued faced by the retail and e-commerce sector which mean that we can proactively seek out ways for you to maximize your profitability and minimize your tax liabilities.


We are client service driven organization, so we take immense pride in our combination of comprehensive e-commerce/retail accounting and tax knowledge.  For instance, sales tax is extremely complicated for some of our clients who are multi-state retailers. However, these complicated tax issues won’t go away until you solve them. We can manage your tax reporting requirement to help shield your business from sale tax penalties from different states.


Cash flow is another major issue for the majority of retailers. Once partnered with us, retailers can timely keep track of inventory levels, and the accompanying cash flow to fund operation and collection of materials.  


Specialized Services:

  • Ongoing bookkeeping for retail & e-commerce companies  

  • E-commerce / Retail Tax Management

  • Inventory Management: evaluation and monitoring

  • Track and prepare sales tax return in monthly/quarterly basis

  • Cash flow monitoring and analysis

  • Budgeting and financial projections

  • Financial statement preparation, review and compilation

  • Prepare Ad-hoc report to support management decision

  • Integrate accounting software with major retail POS/software (Shopkeep, Brightpearl, and Square)  

  • Prepare annual business tax returns for both Federal & State(s)