Our Services

Our company specializes in providing comprehensive outsourced financial services, offering businesses the expertise and support they need to manage their financial operations efficiently. We deliver a wide range of services, including bookkeeping, payroll management, tax compliance, financial reporting, and strategic financial planning. By outsourcing their financial functions to us, businesses can focus on their core activities while ensuring accurate, timely financial management and compliance.

Our team of experienced professionals uses the latest technology and industry best practices to streamline processes, reduce costs, and drive business growth. Whether you’re a small startup or an established enterprise, we provide customized solutions that align with your unique financial goals and needs.

Financial Record Keeping

Setting up and maintaining accounting records.
Recording daily financial transactions (sales, expenses, etc.).
Categorizing and tracking accounts (assets, liabilities, equity, etc.).

Bookkeeping System Setup

Setting up accounting software (e.g., QuickBooks, Xero, FreshBooks).
Customizing software to meet business needs (chart of accounts, invoicing, etc.).
Integration with other business tools (payment gateways, e-commerce platforms).

Bank Reconciliation

Reconciliation of bank accounts and credit card statements with bookkeeping records.
Identifying discrepancies and making necessary adjustments.

Payroll Management

Managing payroll, calculating employee wages, and handling tax deductions.
Ensuring compliance with local labor laws and regulations.
Generating payroll reports and tax filings.

Tax Compliance and Reporting

Preparing and filing VAT/GST returns, sales tax reports, and other tax-related filings.
Assisting with income tax returns (corporate and personal).
Ensuring compliance with local, state, and federal tax laws.

Accounts Payable and Receivable Management

Managing invoices and bills from vendors (accounts payable).
Tracking and collecting payments from clients (accounts receivable).
Managing overdue payments and collections.

Financial Reporting and Analysis

Creating financial statements (balance sheets, income statements, cash flow statements).
Generating customized reports for management (profitability analysis, cost analysis).
Analyzing financial data to provide insights and recommendations.

Cash Flow Management

Monitoring and forecasting cash flow.
Recommending actions to improve cash flow and liquidity.
Assisting with short-term and long-term financial planning.

Budgeting and Forecasting

Creating budgets and financial forecasts.
Assisting in setting financial goals and tracking progress.
Advising on budget adjustments based on business performance.

Business Structure and Tax Strategy Advice

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Advising on the best legal structure for tax efficiency (LLC, corporation, etc.).
Recommending strategies to minimize taxes and improve profitability.

Inventory Management and Costing

Assisting with inventory tracking and valuation.
Implementing systems to manage stock levels, reorder points, and stock control.
Providing cost-of-goods-sold (COGS) analysis.

Consulting on Financial Software and Automation

Advising on the best financial management tools for the business.
Automating manual bookkeeping tasks to improve efficiency.
Training staff on the use of accounting software.

Our Services

JJ Anderton Partners