Accounting Services
Welcome to BluefinCPA, where we emphasize getting to know our clients personally and comprehending their unique business aspirations. Building and nurturing strong client relationships is at the core of our approach, as we believe it leads to mutually positive outcomes. We recognize that operating a successful business requires access to timely and consistent information.
However, we understand the challenges business owners face who often find themselves engrossed in day-to-day operations, leaving little time for meticulous accounting. Our team of professionals is here to bridge that gap, ensuring every client receives stellar service tailored to their specific needs. By understanding our client's business practices and, most importantly, their financial objectives, we can offer tailored solutions to help them achieve their goals effectively.
Financial Statement Preparation
Our team of skilled accountants ensures that your financial statements are meticulously prepared, reflecting the true financial health of your business. With our attention to detail and commitment to excellence, you can confidently make informed decisions and present a clear financial picture to stakeholders and investors.
- Prepare Statement of Retained Earnings
- Prepare Income Statements
- Prepare Cash Flow
- Prepare Balance Sheet
Bookkeeping
Let BluefinCPA handle your day-to-day accounting needs. We compile financial statements from various sources, such as bank statements, vendors, and payroll services, presenting the information easily to help you manage your business and measure profitability effectively.
- Monthly closing of financial statements
- Reconcile Bank Accounts
- Provide P & L statements
- Provide accurate balance sheets
Business Formation & Start Ups
Starting a new business? Let us guide you through the entire process without the burden of excessive start-up fees. Our services include:
- Business Entity Type determination
- Search Name Database
- Preparation of bylaws, Articles of incorporation, and minutes
- Obtain FEIN from IRS using Form SS-4
- State registration for filings
- Assistance in setting up operating bank accounts
Payroll Services
Save time and avoid hassle with our comprehensive payroll services. Whether weekly, bi-weekly, or monthly, we handle the entire payroll process from start to finish. With direct deposit options for employees and timely filing of all payroll tax reports, you can rest assured that payroll taxes will be paid on time, eliminating any concerns about late or unpaid taxes. We also provide year-end processing of W-2 and W-3 forms.
Quickbooks Accounting
Struggling with disorganized QuickBooks accounting records? Our professionals can help you bring order to the chaos. Whether daily, weekly, or monthly, we'll log in and handle journal entries, transaction categorization, and account reconciliation. For new startup companies, we assist in setting up a chart of accounts, invoicing, payroll, and all other essential functions to operate effectively.
Sales Tax Filing
Navigating sales tax requirements can be complex, with ever-changing laws and tax percentages across different counties and states. BluefinCPA can determine your sales tax liabilities and classifications, ensuring compliance with current tax laws and timely filing of state returns. Convenient payment options allow for direct debiting from your account, ensuring on-time payments.
Small Business Accounting
Accurate accounting and bookkeeping are the cornerstones of small business success. Our services encompass recording and classifying transactions within the chart of accounts, culminating in preparing crucial financial statements (Balance Sheet, Income Statement, and Statement of Retained Earnings). With these insights, business owners can make informed decisions, evaluate profitability, and plan for the future confidently.
Cash Flow & Budget Analysis
At BluefinCPA, our cash flow and budget analysis services provide businesses with crucial insights into their financial health. We meticulously examine cash flow patterns, identify potential inefficiencies, and develop customized budget plans to optimize financial performance. By understanding where the money goes and implementing strategic budgeting, our clients gain greater control over their finances and make informed decisions to drive long-term success.
Financial Consulting
Our Financial Consulting services at BluefinCPA are designed to empower businesses and individuals with expert financial guidance. Our team of experienced CPAs and financial advisors offers personalized solutions, helping clients navigate complex financial challenges and capitalize on growth opportunities. From comprehensive financial analysis to strategic planning, we work collaboratively with our clients to achieve their financial goals and secure a stable and prosperous future.