Tailored
Your Tax Specialist
Expert Support for Tax Compliance and Optimization
Partnering with FNCH’s tax services ensures your tax compliance and optimization reach new heights. Beyond accuracy and efficiency, our tax services introduce a dedicated ally to your financial team–a seasoned professional committed not only to managing your tax obligations but also to maximizing your tax benefits and contributing to the overall financial health and success of your business.
Our Tax Services Include
- Tax Planning: Minimize tax liabilities, maximize benefits.
- Tax Preparation: Timely, accurate tax filing.
- Tax Compliance Review: Assess compliance, mitigate risks.
- Tax Advisory Services: Strategic tax guidance.
- Tax Audits and Disputes: Exert representation.
- Tax Compliance Training: Educate on tax laws.
- Technology Solutions: Streamline tax processes.
- State and Local Tax (SALT): Compliance support.
- Tax Risk Management: Mitigate tax risks.
- Tax Optimization: Maximize tax efficiency.
Our Outsourced Bookkeeping Services Include:
FNCH Consulting Technology Solutions Bundle:
All FNCH Consulting Outsourced Accounting Clients are provided with access to our turn-key Technology Solutions Bundle. This allows us to provide you with access to the software and technology solutions we will use to work together, so that you have access to your information at your convenience. As part of our implementation process, we will set up a Management Dashboard, a financial reporting data file and other software solutions for you, so that we will be able to jump right in to working with you and sharing information.
- Record Vendor Invoices in Bill.com®
- Assign Appropriate FNCH and Client Approvers for Each Invoice
- Reconcile Vendor Statements
- Record Vendor, Debit Card Transactions, PayPal & EFT Payments
- Record Purchase Orders (PO) Prepared by Client
- Process Manual Checks Issued as needed for emergencies.
- Record Sales Invoices
- Email/Mail Customer Invoices and Statements
- Record Customer Payments
- Track Customer Under or Over Payments
- Set Up Online Bill Payments as Vendor Payments are Approved by the Client in Bill.com
- Record Individual Credit Card Purchase Transactions
- Weekly Accounts Payable Aging Report
- Weekly Accounts Receivable Aging Report
- Weekly To Be Coded and Backup Needed Reports
- Process and/or Record Payroll
- Break Out Payroll/Payroll fees/ Payroll Taxes
- Prepare Bank Account Reconciliation(s)
- Prepare Credit Card Reconciliation(s)
- Reconcile Additional Balance Sheet Accounts
- Balance Sheet
- Profit and Loss Statement –Month
- Profit and Loss Statement –Year-to-Date
- Accounts Receivable Aging
- Accounts Payable Aging
- General Ledger
- Bank Reconciliation Report(s)
- Credit Card Reconciliation Report(s)
- 2 Custom Reports (the initial setup of these reports may require a separate agreement)
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