Financial Reporting & Taxation

We are a dedicated team of U.S. Based Tax and Financial Professionals, continuously providing financial reporting services and advising on tax related cost benefits.

Our Partners

Bookkeeping

A dedicated team of certified U.S. based bookkeepers and accountants providing top quality services for far less than the cost of hiring an in-house professional. We care about your business and will be there for you every step of the way.

Our bookkeeping services bring total transparency and accountability to your operation.

  • Accuracy and on-time financial reporting
  • Greater awareness of your cash flow with steady tracking
  • Control all your accounting requirements with a single, trusted expert group
  • Save time with integrated bookkeeping solutions

Financial Reporting and Bookkeeping

  • One-on-One Expert Support with a Dedicated Team
  • Friendly Human Support from U.S. Based Certified Bookkeepers
  • Reconciliations for All Accounts
  • Unlimited Bank and Credit Card Accounts
  • Cash vs Accrual Reporting
  • Profit and Loss, Balance Sheet, Payroll, Miscellaneous Item Overview Provided Monthly
  • Weekly Review of Expenditures and Profitably to Help Remain in the Green

Tax

Let our professionals handle, manage, and prepare tax returns. Nothing is simple when it comes to taxes, and today’s complex tax code and may often leave you with more questions than answers.

  • Business Tax Return Preparation
  • Individual Tax Preparation
  • Gift & Estate Tax Return Preparation
  • Partnership & Corporate Tax Preparation
  • Estate and Succession Planning
  • Out-of-State Returns
  • Business Start-Ups
  • Monthly and Quarterly Sales Tax

Payroll Analysis

Payroll is a time-consuming, meticulous task which can be financially catastrophic when your in-house bookkeeper makes a mistake. Don’t rely on old-fashioned, manual rules and steps. More Importantly, this task requires an expert knowledge of local, state, and federal tax laws and deposit rules. Our payroll team helps you with setup, employee entry and ensure your payroll runs smoothly. We analyze the payroll before the deposit is made to ensure accuracy and areas where we can improve cash flow.

  • Direct Deposit
  • Federal, State, and Local Liabilities
  • Unemployment
  • Quarterly and Year-End Tax Forms
  • Tax Deposit Solutions
  • Customized Reports
  • W-2’s and 1099’s
  • Overtime Pay Analysis
  • See our WASC services to see if you qualify for reduced payroll taxes

Cash Flow Analysis

Thinking of buying a new car or property, or get additional employees? Our cash flow analysis services will help you gain a deeper understanding of your business's financial health, ensuring that not only are you profitable, but an understanding of where the cash is going and future outlook on cash inflow vs outflow.

  • Cash Flow Forecasting
  • Cash Flow Statement Review
  • Liquidity Assessment
  • Profitability vs Cash Flow Analysis
  • Break Even Analysis
  • Capital Expenditure Planning

Budgeting & Reporting

  • Comprehensive Budget Development
  • Revenues and Expenses Forecast
  • Fixed vs Variable Cost Review
  • Cash Control Management
  • Performance Monitoring and Benchmarking in Your Specific Industry
  • Advisory Services

Investment Strategy and Advisory

  • Business Entity Structure
  • Tax Credit Analysis
  • Business and Financial Advisory
  • Legal and Regulatory Compliance
  • Employee Engagement and Retention Solutions

Contact Us

Should you have additional questions,
please contact us at 754 315-7034
610 E Zack St.
Ste. 110
Tampa, FL 33602
T: 754 315-7034
E: info@bookupkeep.com
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