These are the core services we offer in order to get businesses on the path to financial harmony.

Monthly Bookkeeping

QuickBooks Online

Tax Return Preparation

Consulting

Monthly Bookkeeping

We'll take care of everything regarding your books: account reconciliations, tracking income and expenses, and monitoring bills and invoices. By keeping your books up to date, we will be able to provide you with a clearer picture of your business finances, offer valuable insights about your operations, and prepare financial statements on a monthly, quarterly, or annual basis. Once the numbers are in order, the journey to building a profitable business becomes much easier.

QuickBooks Online

Perhaps you want a more hands-on approach to your bookkeeping. Our platform of choice? QuickBooks Online. Cloud-based software means you have access to your financial information from any device. As Certified ProAdvisors, we will use our expertise to guide you during the setup and help create solid financial habits along the way.

Already using Quickbooks Online? We can analyze the current state of your books, clear up any issues you might be facing, and optimize your recording processes for you to make the most out of the platform. If you're using different accounting software and wish to move your finances to the cloud, we can put you on the right path by handling the migration.

Tax Return Preparation

We are registered with the IRS and the Departamento de Hacienda to ensure both your federal and local taxes are taken care of. Less time focusing on your taxes means more time to build and grow your business.

  • PR Returns: Forma Única (Individuals), Corporations, Sales and Use Tax

  • Federal Returns: 1040, 1040PR, 1120, 1065

Consulting

How? When? Why? These are the types of questions you might ask yourself when thinking about your business and where it's going. Together, we can find the right answers. Each business is different, with its own strengths and challenges. We will help you capitalize on those strengths and prepare you to take on even the most important of challenges: operating a successful and profitable business.