
123 Fifth Avenue, New York,
NY 10160, United States.
+191062685255
+192083885366
contact@nextgenadvisoryfirm.com
info@nextgenadvisoryfirm.com
Catch-Up/Clean-Up Bookkeeping: Target businesses with messy or neglected books. Stress that it’s never too late to fix things.
Financial Reporting:
Every month, you receive a clean PDF package containing.
Profit & Loss (P&L): Are you making money?
Balance Sheet: What is the health of your business.
Aging Reports: Who owes you money?
Describe the routine tasks: transaction categorization, reconciliation, and report generation.
Applications in this space include comprehensive accounting tools like QuickBooks, Xero, Sage 200 Online, and SAP, as well as systems specialised for scale or specific tasks, such as Sage Intacct, AccountsIQ, and BlackLine Account Reconciliations, ELBS POS.
Financial modeling, long-term goal setting, pricing strategy, and resource allocation for improved efficiency. Forecasting, budgeting, working capital optimization, collections, and debt management advisory. Business valuation for investment or exit, and guidance on raising capital, and pitch decks.
I prepare and file all required business and personal tax returns accurately and on time. I handle quarterly estimated tax payments to ensure compliance with tax deadlines. I stay updated on current tax laws and regulations to ensure proper adherence.
Small Business Bookkeeping
Monthly Reconciliation: We ensure your bank and credit card statements align perfectly with your internal records.
Accounts Payable & Receivable: We manage your bills and invoices so you maintain healthy cash flow.
Financial Reporting: Receive clean, easy-to-read Profit & Loss statements and Balance Sheets every month.
Virtual CFO & Advisory
Cash Flow Forecasting: Predict future cash positions to make smarter investment decisions.
Budgeting: Create realistic budgets to control costs and increase profitability.
KPI Tracking: We help you identify and track the Key Performance Indicators that drive your specific industry.