A complete financial backbone
From day-to-day bookkeeping to tax planning and representation support — one trusted partner across your financial operations.
Bookkeeping & Financial Reporting
Organized books, accurate reconciliations, and dependable financial reporting for businesses and professionals.
- Monthly bank and credit-card reconciliations
- Chart of accounts setup and cleanup
- Profit and loss, balance sheet, and cash-flow reporting
- Customized management reports
- Historical bookkeeping cleanup
Payroll Administration
Managed payroll processing and payroll-tax coordination supported through a dedicated payroll platform.
- Scheduled payroll processing
- Employee and compensation updates
- Payroll deduction administration
- Federal and state payroll-filing monitoring
- Quarterly and year-end payroll reporting
- W-2 and 1099 coordination
Tax Preparation & Planning
Individual and business tax preparation supported by proactive planning throughout the year.
- Individual and business return preparation
- Quarterly estimated-tax planning
- Business entity tax planning
- Year-end tax-planning sessions
- S-corporation compensation planning
- Tax-document organization and filing coordination
Tax Notice & Resolution Support
Guidance and administrative assistance for tax notices, payment arrangements, filing compliance, and resolution matters.
- IRS and state notice review
- Response-document preparation and coordination
- Installment-agreement assistance
- Filing and payment compliance reviews
- Resolution-process administration
- Coordination with credentialed tax representatives when required
Financial Advisory & Consulting
Budgeting, forecasting, financial analysis, and decision support for businesses seeking greater visibility and control.
- Budget development and forecasting
- Cash-flow analysis and planning
- Financial KPI dashboards
- Profitability and performance analysis
- Financial operations design
- Growth and financial-readiness planning
Financial Administrative Support
Financial documentation, recordkeeping, and recurring compliance systems that support orderly business operations.
- Vendor and contractor financial records
- W-9 and 1099 documentation workflows
- Tax and financial compliance calendars
- Bookkeeping-document organization
- Financial record-retention systems
- Accounting and tax workflow coordination
“Payroll services are provided by Precision Financial Consultants. Human resources consulting, employee onboarding, benefits administration, policy development, and broader operational support may be provided separately through Blu Diamond Enterprise.”
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