Financial Consulting
Bookkeeping
- Unlimited Consultation with Bookkeeper
- Monthly Bookkeeping
- Data Entry
- Monthly Reports
- Loan assessments/ Loan Doc Prep
- Income Tax Preparation
- Invoicing & payments
- Account reconciliations
- Accounts payable
- Accounts receivable
Payroll
- Payroll Checks and/or Direct Deposit
- Current and Year-To-Date Payroll Register
- Check and/or Direct Deposit Register
- Payroll Tax Liability Register
- Vacation/Sick Leave Accruals
- Time and Attendance Register
- 401K Reporting
- 941 Quarterly Returns
- Federal Unemployment Return
- Pay Federal Unemployment taxes
- File State Unemployment return
Income Tax Preparation
- Business tax preparation – corporate, LLC, etc.
- Multi-state tax preparation for businesses
- Tax returns for individuals
- Estate tax returns
- Form 990 tax return preparation for
nonprofits
- Expatriate tax preparation and
- FBAR filing
- Quicker tax refunds with E-file
- Strategic business tax planning
- Business succession planning
- Tax planning for non-profit organizations
Accounts Receivable
Maximize cash flow and efficiently collect every cent owed to you. We take the guesswork out of maintaining your revenue streams by giving you control through an automated system that integrates with your accounting software.
- Invoice Preparation and Co
- Deposit Report and Preparation
- Customer Account Reconciliation
- Plus more
Business & Financial Analysis
The first step toward improving the financial health of a business is to conduct a financial analysis of your business. A proper analysis consists of five key areas — Revenues, Profits, Operational Efficiency, Capital Efficiency, Solvency and Liquidity — each containing its own set of data points and ratios. We want to help you maximize your company’s results, set your revenue and expense goals, and operate at top efficiency.
- Invoice Preparation and Co
- Deposit Report and Preparation
- Budgeting & Planning
- PFC’s goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement.
Budgeting & Planning
PFC’s goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. No one can predict the future perfectly, but we can all benefit from planning for it. One of our experts will sit down with you to come up with a budget and plan to develop a financial forecast for the future. These financial forecasts are excellent tools that our clients use to allow them to make important financial decisions.
Starting A New Business
Starting a business can be difficult without the right help. Let us guide you through the questions and hurdles you may have as a new business owner. Our package includes choosing the right business structure, registering the business, obtaining your Florida Employer Identification number, and much more.
Let's Start Your Financial Journey
Need Financial Assistance?
Fill out the form below to schedule your FREE meeting and together we’ll take your first step toward a better financial future.