Services
OUR SPECIALITIES
Our team provides top-tier service for all your clients. The tax and credit community is a virtual financial firm that brings three roles that are essential for a successful business such as
BOOKKEEPING
Streamlined Bookkeeping for Real Estate Gains:
In today’s fast-paced market, we offer mobile flexibility for real-time cash flow monitoring, crucial for real estate investors managing their current assets. Our team has an optimized process for recording the buy or sell of any assets. Our team will work with you to create custom-made reporting that will help you dial into the activities of each entity and property. Our team will track the progress of your projects so you can forecast accordingly, ensuring you have the accurate data and insights needed to make informed decisions and maximize your investment returns.
TAX PROFESSIONAL
Expert Tax Services Real Estate Professionals:
Our comprehensive tax services are tailored specifically for real estate professionals. We develop data-driven tax strategies aligned with your business objectives, ensuring you maximize your financial benefits. Our expertise includes handling complex tax forms, such as Schedule E for rental property income and expenses, and Form 8825 for reporting income and expenses from rental real estate activities. We accurately calculate depreciation for your properties to ensure compliance and optimize tax savings..
Business & Real Estate Capital
Maximize Your Funding Potential with Expert Financial Guidance:
We want you to have access to general business capital and real estate funding to buy and fund your next project. Our funding specialists master the essentials, providing strategic foresight for your financial moves. By understanding financing avenues like hard money lenders, private money lenders, and business loans, we optimize your funding potential, ensuring your business and real estate ventures reach their pinnacle of success.
PAYROLL
Accurate Payroll for Financial Peace:
Payroll is crucial for businesses, ensuring accurate calculations and tax deductions. Our community expertly handles payroll creation and organization, preventing errors and unauthorized losses. Employees benefit from accurate pay slips, while the human resource team receives fewer complaints about payroll taxes. Prioritizing payroll accuracy is vital for seamless operations and financial peace of mind.
AP Streamline Solution
Simplify and Optimize Your Accounts Payable Process:
Managing accounts payable can be daunting, especially with a high volume of vendors, bills, and line items. The challenges include manual data entry, systematic coding issues, collaboration and approval difficulties, and disconnected payments that lead to reconciliation headaches.
Our AP Streamline Solution alleviates the pain of managing accounts payable. We automate the data entry process, reducing time and errors, and ensuring costs are accurately coded in the accounting system. Our custom approval workflow facilitates collaboration and approvals by providing context without requiring full system access, seamlessly integrating approvals into the system. Payment and reconciliation are simplified as payments are linked directly to accounting records, eliminating reconciliation issues, and ensuring timely bill payments and accurate record-keeping.
AR Cash Flow Accelerator
Enhance Your Financial Stability with Expert AR Management:
Our Accounts Receivable (AR) Service ensures timely invoice payments, improving your cash flow and enhancing your business’s financial stability. We monitor your invoices and ensure they’re paid on time, using a mix of SMS messaging, emailing, and phone calls to send gentle payment reminders customized to fit your brand. With your approval, we offer flexible payment plans to your clients, making it easier for them to settle their invoices. Additionally, we provide a personalized client portal for quick and easy payments, streamlining the collection process. If all attempts to collect payment fail, we involve a debt collection agency to assist further. Gain financial clarity by easily tracking and managing your cash flow with our user-friendly software. Ensure timely payments and boost your cash flow with our AR Service, providing you with the financial stability you need to succeed.
