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Advisory Services

Year-end Cleanup Service

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  • Review and update financial records

    • We will review all financial transactions, including income and expenses, for the current year.​

    • We will also ensure that all transactions are accurately recorded. 

  • Bank and credit card reconciliation

    • We will reconcile all bank and credit cards statements for the year or previous years of business.​

    • We will also investigate and resolve any discrepancies

  • Account receivable and payable

    • We will review your accounts receivables to identify overdue invoices and follow up with clients for payment. ​

    • We will also review your account payables to ensure all bills are paid and up to date. 

  • Expense categorization

    • We will review and categorize expenses accurately to prepare for tax deductions and financial reporting.​

  • Clean up chart of accounts

    • We will review your chart of accounts and close any unused or unnecessary accounts.​

    • We will also ensure that your chart of accounts are organized and reflect your business needs.

  • Vendor and contractor information

    • We will update vendor and contractor information, especially if there have been any changes in contact details or payment terms. ​

  • Employee payroll benefits

    • We will ensure that employee payroll records are up to date and accurate. 

  • Prepare financials for tax season

    • We will gather all necessary tax documents, such as receipts, invoices, and financial statements. 

    • We will also prepare for year-end tax reporting, including W-2s and 1099s for employees and contractors. ​

 

Schedule a discovery call with a tax advisory professional!

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

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Our Trusted Partners

At New Beginning Financial Group, we are excited to announce our strategic partnership with leading providers of innovative tax, bookkeeping, and accounting software solutions. This collaboration allows us to enhance our services and better meet the financial needs of our clients.

Xero
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