Compliance

Plan Overview

The Compliance plan is ideal for businesses that require basic, compliant accounting services. Whether you’re a startup navigating the complexities of finance for the first time or an established business seeking to streamline your accounting practices, this plan provides the fundamental support to keep your finances on track.

Included Services

Bank Reconciliation Services

Keep your finances in check. We reconcile your bank account balance with your cash balance, carefully reviewing bank statements and cash flow. Our experts make necessary adjustments to align your bank account and books accurately.

Professional Bookkeeping Services

Efficiently manage your financial transactions. Our skilled bookkeepers record and organize sales, purchases, expenses, and payments, ensuring accurate and up-to-date financial records. Gain a clear understanding of your financial health with categorized income sources and expenses.

Tax Advisory

Optimize your tax liabilities while remaining compliant. Our tax advisors help develop effective tax strategies to minimize taxes. We analyze your financial situation, identify tax-saving opportunities, and provide guidance on structuring transactions, investments, and operations.

Sales Tax Reporting

Stay compliant with sales tax regulations. We calculate applicable sales tax for each taxable sale and handle sales tax payments and returns. Let us take care of the complexities while ensuring adherence to sales tax laws.

Annual Company Tax Filing

Effortlessly fulfill your tax obligations. We handle the submission of annual estimated tax, calculation and withholding of necessary taxes, setting up tax payment plans, and preparing and submitting federal and state tax returns.

Monthly Financial Reports

Get a comprehensive view of your financial position. Our monthly financial reports include balance sheets, income statements, and cash flow statements. These reports ensure compliance, transparency, and provide insights for audits or financial reviews.

Schedule a Call Today.

Let GrizzB be your trusted partner on the path to financial success. Schedule a consultation with our Fractional CFO experts and discover how our comprehensive financial services can unlock your business’s true potential.

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