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541 Melville Ave, Palo Alto, CA 94301,
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Ph: +1.831.705.5448
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Ph: +1.831.306.6725

Accounting & Bookkeeping Services

Enhance your decision-making with our expert financial advisory services. We specialize in supporting closely held businesses, emphasizing strong client relationships and customizing our solutions to address your unique requirements.
Manage Business.

    We have one guiding purpose to empower people to change the world.

    Our Services

    We offer top-tier accounting, bookkeeping, financial forecasting, and related services. Upholding the highest standards of professionalism and integrity, we

    tailor our solutions to meet each client’s unique needs, ensuring optimal performance and complete satisfaction.

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    Bookkeeping Services

    • General ledger bookkeeping and analysis
    • Electronic accounts payable management
    • Intercompany account reconciliation
    • Financial management tools
    • Real-time reporting

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    Operations and Financial Management

    • Financial models, analysis, and management tools
    • Budgeting and forecasting
    • Capital structure and lender relations
    • Cost allocation planning
    • Monthly balance sheet reconciliations and loan covenant analysis
    • Cash flow forecasting
    • Capital asset planning and management
    • Key performance indicator (KPI)

     

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    Financial Reporting

    • Preparation and analysis of financial statements
    • Financial Modeling
    • Cash Flow Projections
    • Customized financial reporting on monthly, quarterly, and annual basis
    • Assistance with measuring financial outcomes compared to budget

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    Business Control Testing

    • Risk assessment and management
    • Compliance and regulatory checks
    • Internal control evaluations
    • Process efficiency analysis
    • Fraud detection and prevention
    • System and data integrity reviews”

    Transform Your Financial Insights: Dynamic Finance Dashboards for Every Need

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    Successful Projects

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    Satisfied Customers

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