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Bookkeeping Services

Accurate Books. Better Decisions.

Whether you need monthly bookkeeping services, cash flow bookkeeping, business accounting setup, or digital bookkeeping tools, FinloTax provides reliable bookkeeping solutions to keep your financials clean, current, & audit-ready.

People discussing finance

Bookkeeping services that you can count on

We are trained professional bookkeeping service providers whom you can trust for strategic financial planning.

Cash Flow Statement icon

Cash Flow Statement

Profit & Loss Statement icon

Profit & Loss Statement

Balance Sheet icon

Balance Sheet

Services Details

Complete guidance to keep your finances flowing

Our experienced team delivers streamlined, hassle-free bookkeeping without adding to your overhead. From small business bookkeeping services to startup tax compliance and enterprise-scale bookkeeping solutions, we manage it all-so you can focus on running your business.

  • Cash & Accrual Method of Accounting
  • Bank & Credit Card Reconciliation
  • Business Accounting Setup, Catch-Up & Clean-Up Bookkeeping
  • Accounts Receivable & Accounts Payable
  • Payroll & Employee Expense Reimbursement Reconciliation
  • Tax Prep & File Form 1099-NEC For Sub-Contractors / Vendor Payments
  • Profit & Loss Statement, Balance Sheet & Cash Flow Statements
  • Management & Runway Reports: Monthly, Quarterly & On-Demand
  • Digital Bookkeeping Tools & Softwares: QuickBooks, Xero, FreshBooks, Zoho
  • Payroll Integration: Gusto, ADP & PayrollRelief
  • Audit Support: Assist In Preparing Reports For External Audits
  • Email & Phone Support
Bookkeeper reviewing financial statements

Digital Bookkeeping Tools & Softwares We Use

SERVICES

Add Ons

Tax - Startups and Businesses

The team of professionals at FinloTax can handle all your business needs such as Federal & State tax filing, franchise tax filing efficiently, saving your time and effort.

Know more

Tax-Individuals

We offer expert planning, preparation, & filing services you can count on-delivered by experienced enrolled agents & tax specialists ensures every detail is handled with care & accuracy. We guide you through the process of applying for Individual Taxpayer Identification Number (ITIN), wherever you live in California & all states in the U.S.

Know more

Company Incorporation

The experts at FinloTax help you seamlessly incorporate your business—whether it's an LLC, C-Corporation, S-Corporation, or non-profit. We handle everything from Articles of Incorporation and EIN registration to required annual filings.

Know more

CFO Services

The CFO examines financial statements, KPIs, and other relevant data to analyze business performance and extract key insights. Monitor KPIs: track KPIs such as profit margins, return on investment (ROI), earnings before interest, taxes, depreciation, and amortization (EBITDA), and more.

Know more

R&D Credit

R&D tax credits are government incentives aimed at rewarding businesses that invest in innovation, technology, and development. These credits can offest federal and state tax liabilities, providing essential cash flow to reinvest in future projects.

Know more

Payroll Services

FinloTax provides reliable and efficient payroll management services for small and mid-sized businesses. We handle regular payroll processing, compliance payroll services, tax withholdings and ensures the business is compliant.

Know more

Tax Planning and Advisory

FinloTax offers tailored tax planning for individuals and business owners to maximize deductions and minimize tax liabilities. Includes planning for capital gains, real estate, stocks, and retirement, as well as advice on business strategies like entity setup and structuring for tax purposes, and expense optimization aligned with long-term financial goals.

Know more

Compliance Services

FinloTax provides comprehensive compliance services for both individuals and businesses, with a strong focus on ensuring accurate and timely filings across domestic and international requirements. This includes federal, state, and local tax filings, and specialized support for foreign compliance such as FBAR, FATCA, and foreign income and entity disclosures.

Know more

Tax - Startups and Businesses

The team of professionals at FinloTax can handle all your business needs such as Federal & State tax filing, franchise tax filing efficiently, saving your time and effort.

Know more

Tax-Individuals

We offer expert planning, preparation, & filing services you can count on-delivered by experienced enrolled agents & tax specialists ensures every detail is handled with care & accuracy. We guide you through the process of applying for Individual Taxpayer Identification Number (ITIN), wherever you live in California & all states in the U.S.

Know more

Company Incorporation

The experts at FinloTax help you seamlessly incorporate your business—whether it's an LLC, C-Corporation, S-Corporation, or non-profit. We handle everything from Articles of Incorporation and EIN registration to required annual filings.

Know more

CFO Services

The CFO examines financial statements, KPIs, and other relevant data to analyze business performance and extract key insights. Monitor KPIs: track KPIs such as profit margins, return on investment (ROI), earnings before interest, taxes, depreciation, and amortization (EBITDA), and more.

Know more

R&D Credit

R&D tax credits are government incentives aimed at rewarding businesses that invest in innovation, technology, and development. These credits can offest federal and state tax liabilities, providing essential cash flow to reinvest in future projects.

Know more

Payroll Services

FinloTax provides reliable and efficient payroll management services for small and mid-sized businesses. We handle regular payroll processing, compliance payroll services, tax withholdings and ensures the business is compliant.

Know more

Tax Planning and Advisory

FinloTax offers tailored tax planning for individuals and business owners to maximize deductions and minimize tax liabilities. Includes planning for capital gains, real estate, stocks, and retirement, as well as advice on business strategies like entity setup and structuring for tax purposes, and expense optimization aligned with long-term financial goals.

Know more

Compliance Services

FinloTax provides comprehensive compliance services for both individuals and businesses, with a strong focus on ensuring accurate and timely filings across domestic and international requirements. This includes federal, state, and local tax filings, and specialized support for foreign compliance such as FBAR, FATCA, and foreign income and entity disclosures.

Know more

STRATEGICALLY PLAN YOUR TAXES & FINANCES

WITH OUR EXPERTS, SAVE TIME & MONEY