Accounting for business
Many business owners struggle with understanding what accounting services entail and how they can benefit their business.
At Pantana CPA we offer a comprehensive range of accounting services, including bookkeeping, payroll, tax preparation, financial statement preparation, and more.
Our goal is to provide our clients with accurate and up-to-date financial information so that they can make informed business decisions.
A key element of that is monthly bookkeeping services. We work with our clients to ensure that their financial records are accurate and up-to-date. We reconcile bank and credit card statements, input transactions, and review financial reports to identify any discrepancies.
We also offer additional reporting services, such as cash flow projections, for clients who are interested.
We ensure that our clients' payroll records are accurate and that they comply with all applicable tax laws and regulations. We reconcile payroll reports with our clients' QuickBooks accounts to ensure that all payroll transactions are properly recorded.
Tax planning and preparation
We work closely with our clients to ensure that they are taking advantage of all available deductions and credits. We prepare and file federal and state tax returns and provide ongoing tax planning services to help our clients minimize their tax liability.
At the end of each month, we prepare financial statements for our clients, including balance sheets and profit and loss statements. We review these statements with our clients and answer any questions they may have. We also provide ongoing financial analysis to help our clients understand their financial performance and make informed business decisions.
Our clients can expect to work with a team of experienced accounting professionals, including bookkeepers, accountants, and tax professionals. We have a dedicated manager who oversees all bookkeeping activities and ensures that our clients' financial records are accurate and up-to-date.
We pride ourselves on our ability to deliver personalized service to each of our clients. We take the time to understand our clients' unique business needs and provide customized solutions to meet those needs. Our clients can expect timely and responsive communication from our team, whether they have questions about their financial statements or need help with a tax issue.
It Starts With a Conversation
No obligation, no pressure.