Tax and Accounting
Bristal Lane provides business owners with customized accounting solutions that allow them the opportunity to focus their attention on clients, grow their business and increase firm value.
A COMPREHENSIVE SUITE OF ACCOUNTING SERVICES
- Outsourced CFO services to prepare, review, approve and file required regulatory reports
- Complete accounting support including financial statement preparation and analysis
- Client invoicing based on your billing model and frequency
- HR and Payroll Processing for yourself, partners, & staff
Leverage our Experience While You Focus on Clients, Grow Your Business and Increase Firm Value
BUSINESS FORMATION AND ENTITY REGISTRATIONS
- Determine legal structure
- Prepare operating agreements and organizational documents
- Prepare IRS tax identification forms and any state filing requirements
- Review insurance needs including keyman and errors and omissions coverage
BOOKKEEPING SERVICES
- Bank reconciliations
- Allocation reporting for partners
- Quarterly meetings to assess actual v. budget comparisons
PROFORMA FINANCIAL STATEMENTS
- Bank reconciliations
- Allocation reporting for partners
- Quarterly meetings to assess actual v. budget comparisons
HUMAN RESOURCES & PAYROLL
- Payroll processing
- Benefit negotiation & administration
- Employee Onboarding
INTERNAL AUDITING AND COMPLIANCE TESTING
- Payroll processing
- Benefit negotiation & administration
- Employee Onboarding
TAX PLANNING AND PREPARATION
- Determine appropriate legal and tax structure (partnership vs. corporation)
- Interface with the IRS
- Prepare federal, single, and multi-state tax returns
Ready to get started?
Schedule a meeting? Contact Us to discuss your goals.