Services

Where Expertise Meets Execution

End-to-End Accounting & Bookkeeping Services

Outsourced Accounting & Bookkeeping:
We take full charge of day to day accounting - supporting both CPA/CA firms and businesses with accurate, scalable, and cost-effective solutions.

General Ledger Oversight - Maintain clean, timely, and audit ready books with regular entries, reviews, and adjustments.
Reporting & Close Support - From monthly closes to year-end statements, we keep your financials sharp and compliant.

Expense & Payables Management:
Relieve your team from operational overhead while keeping expenses under control and books current.

Vendor Bill Processing - Ensure timely payments with proper classification, approval workflows, and reconciliation.
Employee Expense Tracking - Simplify reimbursements with organized, policy-compliant reporting.
Corporate Card Oversight - Monitor card usage, flag discrepancies, and maintain financial control.

Reconciliations & Financial Insights
We align books with real-time data, reducing errors and enhancing decision-making.

Bank & Account Reconciliations - Match statements, flag variances, and keep ledgers reliable.
Variance Analysis - Compare budgeted vs actual results to uncover insights and areas for improvement.

Accounts Receivable Optimization
We streamline collections and receivables to help you stay cash positive and client friendly.

Invoicing & Payment Tracking - From issuing invoices to applying payments, we ensure nothing slips through.
Receivables Follow up - We handle reminder communications and collections professionally to accelerate inflows.

Managed Finance Operations for Growth

Fractional CFO Services:
Get strategic financial leadership without the cost of a full time CFO. Our experts support you through data driven planning, decision making, and board level reporting.

Forecasting & Planning - Map your financial future with scenario based models and growth plans.
KPI Dashboards & Reports - Make faster decisions with insights into margins, cash flow, burn rate, and profitability.
Investor & Board Support - Present confidently with robust financial decks and in-depth performance projections.
Strategic Financial Review - Spot risks, inefficiencies, and untapped growth with our custom analyses.
Budgeting & Performance Analysis - Build realistic budgets and track performance vs plan in real time.

Revenue Operations & Optimization:
We align your revenue processes to support faster collections, reduced leakage, and improved predictability.

Invoicing & Revenue Cycle Management - Streamlined billing and timely collections to strengthen liquidity.
Cash Flow Oversight - Plan with clarity using rolling cash forecasts and real time visibility into inflows and outflows.

System Setup & Financial Infrastructure:
Set your finance operations on solid ground. We help you establish workflows and tools that scale with your business.

Process Design & Implementation - Build efficient, standardized financial workflows tailored to your needs.
Technology Integration - Sync your systems with leading tools (e.g., payroll, billing, analytics) for better accuracy and data control.

Payroll Compliance & Automation:
Let us take the burden of payroll compliance off your plate - from taxes to timely deposits.

Payroll Tax Filing & Document Compliance - We handle I-9s, W-2s, 1099s and ensure full compliance with evolving tax laws.
Accounting Integration - Sync payroll with accounting platforms for seamless record keeping and reporting.
Timely & Accurate Deposits - Ensure every payroll run is compliant, consistent, and on schedule - with zero hassle.

Tax Compliance & Regulatory Filings

Confident Compliance, Simplified:
Avoid the overwhelm of ever changing tax rules. Our experts manage your tax lifecycle from preparation to filing - accurately, on time, and across jurisdictions.

Federal & State Tax Filings - Full service tax return prep and submissions, tailored to your business structure and operating locations.
Compliance Calendar & Alerts - Never miss a deadline with proactive alerts and tracking for key filing dates.

Annual Income Tax Filings:
We handle complex year end reporting with precision, ensuring your returns are compliant and optimized.

Tax Positioning & Advisory - Strategic guidance on deductions, credits, and structuring to reduce liabilities.
Document Collection to Submission - End to end support - we manage records, prepare returns, and file on your behalf.

Individual & U.S. Tax Return Filings:

Individual Tax Filings (Form 1040) - We assist with accurate and timely preparation of individual income tax returns, including federal and applicable state filings.
Business & Corporate Tax Filings (1120, 1120S, 1065) - End to end support for corporations, S-corporations, and partnerships - from document collation to final filing.
CPA Firm Support - Offshore tax prep and filing assistance for CPA/CA firms looking to streamline their tax season operations cost effectively in U.S. and Canada.

Offshore Audit Delivery Support

Your Offshore Audit Partner:
We act as your audit back office, delivering accurate, timely, and secure support so your onshore teams can focus on client strategy and review.

Full-Spectrum Audit Support - From planning to execution, we assist with audit procedures including vouching, walkthroughs, and control testing.
Experienced Audit Resources - Our team brings first hand experience supporting the Big 4’s global delivery models.
Seamless Collaboration - We integrate with your tools and timelines, becoming an extension of your audit team.

Substantive Testing & Documentation:
Ensure thorough and compliant audit procedures - without overburdening your core team.

Vouching & Sampling - Perform sample testing across income, expenses, assets, and liabilities with complete workpaper documentation.
Control Testing - Assess design and operating effectiveness of internal controls across cycles.
Audit Workpapers - Organized, standardized, and ready to review workpapers aligned with your methodology.

Client Coordination Support:
Free up your onshore team from administrative follow ups and data chases.

PBC List Management - Track and manage Prepared By Client (PBC) requests for timely responses.
Document Review & Indexing - Review incoming support for completeness, and organize it in audit ready formats.
Follow-ups & Clarifications - We coordinate clarifications, reducing lag and improving turnaround.

Cost-Efficient, Scalable Delivery
We help CA/CPA firms grow profitably - without the cost of expanding onshore headcount.

Flexible Resourcing - Ramp up or scale down based on your engagement load.
Tool-Agnostic Delivery - We work seamlessly within your firm’s preferred audit platform and software environment.
Security First Approach - Robust data protection practices ensure confidentiality and client trust at every step.

New Company Incorporation

Launch Confidently - Anywhere:
Whether you're a startup founder or a CA/CPA firm helping clients expand globally, we manage the complete incorporation process, ensuring smooth and compliant registration.

Entity Selection & Structuring - Assistance in selecting the right legal structure based on your operational and tax goals (LLC, C-Corp, Free Zone entity, etc.).
Jurisdictional Guidance - Expert knowledge of regulatory nuances in the US (Delaware, Wyoming, etc.), Canada, and UAE (Mainland & Free Zones).
Documentation Handling - We coordinate, review, and organize all client-submitted paperwork to ensure accuracy and readiness.

End-to-End Registration Process:
We make incorporation hassle free - taking care of forms, filings, and follow ups.

Business Name Registration - Conduct name availability checks and reserve your brand’s legal identity.
Federal/State Filing - Prepare and submit incorporation documents (e.g., Articles of Incorporation/Formation, MOA/AOA equivalents).
EIN/Tax ID Registration - Handle registration for Employer Identification Numbers (EIN) in the US or CRA Business Numbers in Canada.
Licensing & Permits - Ensure industry specific licenses or trade registrations are obtained post-incorporation.

Partner Support for CA/CPA Firms:
Let your firm focus on advising while we handle the paperwork.

White Labeled Backend Execution - Deliver client ready results under your firm’s brand.
Document Tracking & Reporting - Maintain status updates and records so your team is always informed.
Cross-Border Incorporation Assistance - Support your clients expanding into new markets without adding internal bandwidth.

Finance Content for Awareness & Engagement

Educating Through Finance:
At FinAccTax, we believe financial clarity drives better decisions - not just for our clients, but for everyone in our network. That’s why we are taking an initiative to create simplified, engaging, and educational content focused on finance, accounting & taxation.

Services

End-to-End Accounting & Bookkeeping Services

Outsourced Accounting & Bookkeeping: We take full charge of day to day accounting - supporting both CPA/CA firms and businesses with accurate, scalable, and cost-effective solutions.

General Ledger Oversight - Maintain clean, timely, and audit ready books with regular entries, reviews, and adjustments.

Reporting & Close Support - From monthly closes to year-end statements, we keep your financials sharp and compliant.

Expense & Payables Management: Relieve your team from operational overhead while keeping expenses under control and books current.

Vendor Bill Processing - Ensure timely payments with proper classification, approval workflows, and reconciliation.

Employee Expense Tracking - Simplify reimbursements with organized, policy-compliant reporting.

Corporate Card Oversight - Monitor card usage, flag discrepancies, and maintain financial control.

Reconciliations & Financial Insights We align books with real-time data, reducing errors and enhancing decision-making.

Bank & Account Reconciliations - Match statements, flag variances, and keep ledgers reliable.

Variance Analysis - Compare budgeted vs actual results to uncover insights and areas for improvement.

Accounts Receivable Optimization We streamline collections and receivables to help you stay cash positive and client friendly.

Invoicing & Payment Tracking - From issuing invoices to applying payments, we ensure nothing slips through.

​Receivables Follow up - We handle reminder communications and collections professionally to accelerate inflows.

Fractional CFO Services: Get strategic financial leadership without the cost of a full time CFO. Our experts support you through data driven planning, decision making, and board level reporting.

Forecasting & Planning - Map your financial future with scenario based models and growth plans.

KPI Dashboards & Reports - Make faster decisions with insights into margins, cash flow, burn rate, and profitability.

Investor & Board Support - Present confidently with robust financial decks and in-depth performance projections.

Strategic Financial Review - Spot risks, inefficiencies, and untapped growth with our custom analyses.

Budgeting & Performance Analysis - Build realistic budgets and track performance vs plan in real time.

Revenue Operations & Optimization: We align your revenue processes to support faster collections, reduced leakage, and improved predictability.

Invoicing & Revenue Cycle Management - Streamlined billing and timely collections to strengthen liquidity.

Cash Flow Oversight - Plan with clarity using rolling cash forecasts and real time visibility into inflows and outflows.

System Setup & Financial Infrastructure: Set your finance operations on solid ground. We help you establish workflows and tools that scale with your business.

Process Design & Implementation - Build efficient, standardized financial workflows tailored to your needs.

Technology Integration - Sync your systems with leading tools (e.g., payroll, billing, analytics) for better accuracy and data control.

Payroll Compliance & Automation: Let us take the burden of payroll compliance off your plate - from taxes to timely deposits.

Payroll Tax Filing & Document Compliance - We handle I-9s, W-2s, 1099s and ensure full compliance with evolving tax laws.

Accounting Integration - Sync payroll with accounting platforms for seamless record keeping and reporting.

Timely & Accurate Deposits - Ensure every payroll run is compliant, consistent, and on schedule - with zero hassle.

Confident Compliance, Simplified: Avoid the overwhelm of ever changing tax rules. Our experts manage your tax lifecycle from preparation to filing - accurately, on time, and across jurisdictions.

Federal & State Tax Filings - Full service tax return prep and submissions, tailored to your business structure and operating locations.

Compliance Calendar & Alerts - Never miss a deadline with proactive alerts and tracking for key filing dates.

Annual Income Tax Filings: We handle complex year end reporting with precision, ensuring your returns are compliant and optimized.

Tax Positioning & Advisory - Strategic guidance on deductions, credits, and structuring to reduce liabilities.

Document Collection to Submission - End to end support - we manage records, prepare returns, and file on your behalf.

Individual & U.S. Tax Return Filings:

Individual Tax Filings (Form 1040) - We assist with accurate and timely preparation of individual income tax returns, including federal and applicable state filings.

Business & Corporate Tax Filings (1120, 1120S, 1065) - End to end support for corporations, S-corporations, and partnerships - from document collation to final filing.

CPA Firm Support - Offshore tax prep and filing assistance for CPA/CA firms looking to streamline their tax season operations cost effectively in U.S. and Canada.

Your Offshore Audit Partner: We act as your audit back office, delivering accurate, timely, and secure support so your onshore teams can focus on client strategy and review.

Full-Spectrum Audit Support - From planning to execution, we assist with audit procedures including vouching, walkthroughs, and control testing.

Experienced Audit Resources - Our team brings first hand experience supporting the Big 4’s global delivery models.

Seamless Collaboration - We integrate with your tools and timelines, becoming an extension of your audit team.

Substantive Testing & Documentation: Ensure thorough and compliant audit procedures - without overburdening your core team.

Vouching & Sampling - Perform sample testing across income, expenses, assets, and liabilities with complete workpaper documentation.

Control Testing - Assess design and operating effectiveness of internal controls across cycles.

Audit Workpapers - Organized, standardized, and ready to review workpapers aligned with your methodology.

Client Coordination Support: Free up your onshore team from administrative follow ups and data chases.

PBC List Management - Track and manage Prepared By Client (PBC) requests for timely responses.

Document Review & Indexing - Review incoming support for completeness, and organize it in audit ready formats.

Follow-ups & Clarifications - We coordinate clarifications, reducing lag and improving turnaround.

Cost-Efficient, Scalable Delivery We help CA/CPA firms grow profitably - without the cost of expanding onshore headcount.

Flexible Resourcing - Ramp up or scale down based on your engagement load.

Tool-Agnostic Delivery - We work seamlessly within your firm’s preferred audit platform and software environment.

Security First Approach - Robust data protection practices ensure confidentiality and client trust at every step.

Launch Confidently - Anywhere: Whether you're a startup founder or a CA/CPA firm helping clients expand globally, we manage the complete incorporation process, ensuring smooth and compliant registration.

Entity Selection & Structuring - Assistance in selecting the right legal structure based on your operational and tax goals (LLC, C-Corp, Free Zone entity, etc.).

Jurisdictional Guidance - Expert knowledge of regulatory nuances in the US (Delaware, Wyoming, etc.), Canada, and UAE (Mainland & Free Zones).

Documentation Handling - We coordinate, review, and organize all client-submitted paperwork to ensure accuracy and readiness.

End-to-End Registration Process: We make incorporation hassle free - taking care of forms, filings, and follow ups.

Business Name Registration - Conduct name availability checks and reserve your brand’s legal identity.

Federal/State Filing - Prepare and submit incorporation documents (e.g., Articles of Incorporation/Formation, MOA/AOA equivalents).

EIN/Tax ID Registration - Handle registration for Employer Identification Numbers (EIN) in the US or CRA Business Numbers in Canada.

Licensing & Permits - Ensure industry specific licenses or trade registrations are obtained post-incorporation.

Partner Support for CA/CPA Firms: Let your firm focus on advising while we handle the paperwork.

White Labeled Backend Execution - Deliver client ready results under your firm’s brand.

Document Tracking & Reporting - Maintain status updates and records so your team is always informed.

Cross-Border Incorporation Assistance - Support your clients expanding into new markets without adding internal bandwidth.

Educating Through Finance: At FinAccTax, we believe financial clarity drives better decisions - not just for our clients, but for everyone in our network. That’s why we are taking an initiative to create simplified, engaging, and educational content focused on finance, accounting & taxation.