Select an Industry

Ico insurance

Insurance

Ico factory

Manufacturing

Ico wholesale

Wholesale

Ico laptop

E-Commerce

Ico hammer

Construction

Ico piggybank

Insolvency

Ico house

Real Estate

Ico heart

Non-Profit

Ico fast

Logistics

Ico individual

Individuals

Select a Service

Ico accounting

Bookkeeping

Ico tax

Taxes

Ico checkbook

Payroll

Ico back

Insurance

Ico insurance
  • Properly Utilizing your Agency Management System
  • Data Entry
  • Trust Account Reconciliation
  • Operating, Payroll, and Commission Account Reconciliation
  • Carrier Commission Statement Reconciliation
  • Agent and Service Payroll
  • Premium Payable
  • Accounts Payable
  • Month-End Closing of Books
  • Management Financial Reports by Office
  • Budgeting, Financial Modeling, Cash-Flow Forecasting, Projections
  • Establish a Quality Control Program
  • Manage Insurance Renewals and Annual Insurance Audits
  • 1099 Processing
  • Income Taxes
Ico back

Manufacturing

Ico factory
  • Properly Utilizing Your Manufacturing Software
  • Data Entry and Account Reconciliation
  • Inventory Cycle Counts
  • Managing Build of Materials with Daily Production
  • Cost Accounting by Product
  • Trend Analysis and Key Metric Benchmarking
  • Evaluate Cost Reductions
  • Factory and Administrative Payroll
  • Accounts Payable
  • Accounts Receivable
  • Month-End Closing of Books
  • Management Financial Reports
  • Fixed Asset Management
  • Budgeting, Financial Modeling, Cash-Flow Forecasting, Projections
  • Manage Insurance Renewals and Annual Insurance Audits
  • 1099 Processing
  • Sales and Use Tax
  • Income Taxes
Ico back

Wholesale

Ico wholesale
  • Properly Utilizing Your Warehouse Software
  • Data Entry and Account Reconciliation
  • Inventory Cycle Counts
  • Evaluate Cost Reductions
  • Warehouse and Administrative Payroll
  • Accounts Payable
  • Accounts Receivable
  • Month-End Closing of Books
  • Management Financial Reports
  • Profitability by Product Reports
  • Fixed Asset Management
  • Budgeting, Financial Modeling, Cash-Flow Forecasting, Projections
  • Manage Insurance Renewals and Annual Insurance Audits
  • 1099 Processing
  • Multi-State Sales and Use Tax
  • Income Taxes
Ico back

E-Commerce

Ico laptop
  • Properly Utilizing Your E-Commerce Software
  • Data Entry and Account Reconciliation
  • Inventory Cycle Counts
  • Warehouse and Administrative Payroll
  • Accounts Payable
  • Accounts Receivable
  • Month-End Closing of Books
  • Management Financial Reports
  • Profitability by Product Reports
  • Budgeting, Financial Modeling, Cash-Flow Forecasting, Projections
  • Manage Insurance Renewals and Annual Insurance Audits
  • 1099 Processing
  • Multi-State Sales and Use Tax
  • Income Taxes
Ico back

Construction

Ico hammer
  • Data Entry and Account Reconciliation
  • Job Costing
  • Work in Process Calculations
  • Retention Payable and Receivable
  • Joint Check Processing
  • Evaluate Cost Reductions
  • Field and Administrative Payroll
  • Accounts Payable
  • Accounts Receivable
  • Month-End Closing of Books
  • Management Financial Reports
  • Fixed Asset Management
  • Budgeting, Financial Modeling, Cash-Flow Forecasting, Projections
  • Manage Insurance Renewals and Annual Insurance Audits
  • 1099 Processing
  • Income Taxes
Ico back

Insolvency

Ico piggybank
  • Outsourced Restructuring Controller
  • Analyze Financial Solvency for the Potential to Avoid Bankruptcy
  • Cleanup of Prepetition Books and Records
  • Provide Reports to Counsel for Initial Bankruptcy Filings
  • Report to Counsel Prepetition Concerns (Insider Payments, Preference, Tax)
  • Preparation of Monthly Operating Reports
  • Budgeting and Cash-Flow Forecasting
  • Prepare Projections for Reorganization Plan
  • Consult on Income Tax Liabilities for Reorganization Plan
  • Income Taxes
Ico back

Real Estate

Ico house
  • Agents, Brokers, Property Managers, and Developers
  • Data Entry and Account Reconciliation
  • Payroll
  • Accounts Payable
  • Accounts Receivable
  • Month-End Closing of Books
  • Management Financial Reports
  • Fixed Asset Management
  • Budgeting, Financial Modeling, Cash-Flow Forecasting, Projections
  • Manage Insurance Renewals and Annual Insurance Audits
  • 1099 Processing
  • Income Taxes
Ico back

Non-Profit

Ico heart
  • Properly Utilizing Your Fundraising or Donor Software
  • Data Entry and Bank Account Reconciliation
  • Management of Restricted and Unrestricted Net Assets
  • Implementation of Internal Controls
  • Evaluate Cost Reductions
  • Payroll
  • Accounts Payable
  • Accounts Receivable
  • Month-End Closing of Books
  • Management Financial Reports
  • Budgeting, Financial Modeling, Cash-Flow Forecasting, Projections
  • Manage Insurance Renewals and Annual Insurance Audits
  • Audit Readiness and Liaison with Audit Firm
  • 1099 Processing
  • Income Taxes
Ico back

Logistics

Ico fast
  • Properly Utilizing Your Logistics Management Software
  • Evaluate Cost Reductions
  • Data Entry and Account Reconciliation
  • Driver and Administrative Payroll
  • Accounts Payable
  • Accounts Receivable
  • Month-End Closing of Books
  • Management Financial Reports
  • Profitability by Customer Reports
  • Fixed Asset Management
  • Budgeting, Financial Modeling, Cash-Flow Forecasting, Projections
  • Manage Insurance Renewals and Annual Insurance Audits
  • 1099 Processing
  • Heavy Highway Vehicle Use Tax
  • Income Taxes
Ico back

Individuals

Ico individual
  • Personal Budgeting
  • Evaluate Cost Reductions
  • Personal Financial Reports
  • Tax Projections
  • Income Taxes
  • Payment Plan Arrangements
  • Currently Non Collectible
  • Offer in Compromise
Ico back

Bookkeeping

Ico accounting
  • Data Entry and Bank Account Reconciliation
  • Accounts Payable
  • Accounts Receivable
  • Month-End Closing of Books
  • Management Financial Reports
  • Fixed Asset Management
  • Budgeting, Financial Modeling, Cash-Flow Forecasting, Projections
  • Evaluate Cost Reductions
  • Audit Readiness and Liaison with Audit Firm
  • Manage Insurance Renewals and Annual Insurance Audits
  • 1099 Processing
Ico back

Taxes

Ico tax


Tax Filing:
  • Income Tax
  • Sales and Use Tax
  • Statement of Information
  • Business Property Statements
  • Heavy Highway Vehicle Use Tax
  • City Business License
Tax Resolution:
  • Compliance Discovery: IRS, FTB, SOS, EDD, CDTFA
  • Payment Plan Arrangements
  • Currently Non Collectible
  • Offer in Compromise
  • Audit Assistance: IRS, FTB, EDD, CDTFA
Tax Advisory:
  • Tax Planning and Projections: Monthly, Quarterly, or Annually
  • Consulting on Entity Structure
  • Consulting on Acquisitions and Exits
Ico back

Payroll

Ico checkbook
  • Processed Using a Payroll Company of Your Choice
  • Taxes Calculated and Paid
  • Federal, State, and Local Compliance
  • W2 Processing
  • HR on Demand, Unlimited and Affordable HR Support