Our Services
Compliance and Regulatory Services
Navigate tax regulations and financial compliance with ease.
Tax laws and financial regulations are constantly evolving. We help businesses stay compliant with industry standards, IRS requirements, and financial reporting obligations, reducing risk and ensuring peace of mind. From audits to regulatory filings, we help you navigate the complexities of compliance with confidence.
📑 Tax Preparation & Planning
Tax strategies that minimize liabilities and maximize deductions.
We offer proactive tax planning and preparation to ensure your business pays only what it owes—no more, no less. Our CPA-backed strategies help businesses leverage deductions, credits, and exemptions for optimal savings.
📝 Regulatory Reporting
Ensure compliance with timely and accurate filings.
From sales tax filings and payroll tax reports to IRS compliance documents, we handle all required regulatory filings, ensuring you meet federal and state deadlines and avoid costly penalties.
🔍 Financial Audits & Reviews
Prepare for audits with confidence.
We conduct internal financial reviews and audit preparations to ensure compliance with IRS and industry standards, reducing the risk of errors, penalties, or legal complications.
🔐 Internal Controls Assessment
Strengthen financial controls to prevent fraud and errors.
Our team evaluates your financial policies, accounting processes, and risk management systems to help safeguard your business from fraud, misstatements, or regulatory non-compliance.
📚 Compliance Training and Support
Equip your team with financial best practices.
We offer training sessions on tax law changes, payroll compliance, and financial reporting, ensuring that your finance team stays informed and your business avoids regulatory pitfalls.
⚖️ Industry-Specific Regulatory Guidance
Tailored compliance solutions for your business sector.
Different industries face different compliance requirements. We provide expert regulatory guidance for businesses in retail, real estate, professional services, e-commerce, and more, ensuring that you’re always operating within legal and tax frameworks.
CPA Accounting and Bookkeeping Services
Our CPA-led accounting and bookkeeping services provide accurate, up-to-date financial records, helping you maintain compliance and optimize cash flow. Whether you’re a small business or a growing enterprise, we ensure your books are in order for better decision-making and tax planning.
📂 General Ledger Maintenance
Accurate financial tracking for better tax preparation.
We maintain a clean and organized general ledger, tracking every financial transaction to ensure your books are tax-ready and audit-proof year-round.
💳 Accounts Payable and Receivable
Manage cash flow efficiently with timely payments and collections.
We handle invoicing, payment processing, and vendor reconciliation, ensuring you avoid late payments, reduce outstanding receivables, and maintain healthy business relationships.
💼 Payroll Processing
Stay compliant with tax regulations while ensuring timely payroll.
We manage employee wages, tax withholdings, direct deposits, and payroll tax filings, so you stay compliant with IRS and state requirements without the hassle.
🏦 Bank Reconciliation
Catch errors and prevent fraud with precise reconciliations.
We reconcile bank statements with your accounting records to identify discrepancies, detect fraud, and ensure financial accuracy—an essential step in tax compliance.
📊 Monthly, Quarterly, and Annual Financial Statements
Financial clarity for smarter business decisions.
Our team prepares detailed financial reports, including profit and loss statements, balance sheets, and tax-ready summaries, ensuring you have a clear view of your financial health at all times.
💰 Expense Tracking and Budgeting
Maximize savings and optimize financial planning.
We monitor and categorize business expenses, helping you control costs, improve profitability, and identify tax-deductible opportunities that lower your overall tax liability.
Strategic Planning
We provide strategic insights and financial planning services to help you make informed decisions that drive growth and profitability. Our team assists with everything from forecasting to resource allocation to help set your business up for long-term success.
📊 Financial Forecasting
Proactive planning for long-term financial success.
We help businesses project future revenues, expenses, and tax liabilities to create a clear financial roadmap. Our data-driven forecasts allow you to make informed decisions about business growth, funding, and long-term profitability.
💰 Budget Development and Analysis
Optimize spending and improve financial discipline.
We work with businesses to develop realistic budgets that align with financial goals and tax-saving strategies. Our analysis ensures efficient allocation of funds, reducing unnecessary expenses while maintaining operational efficiency.
🔄 Cash Flow Management
Ensure liquidity and avoid financial bottlenecks.
Our cash flow management services help businesses maintain steady financial health by monitoring income and expenses. We provide strategies to optimize payment cycles, avoid cash shortages, and improve financial stability, ensuring you’re always prepared for tax obligations.
📈 Investment and Resource Allocation
Make informed financial moves with confidence.
Whether you’re expanding operations, reinvesting profits, or purchasing assets, we provide expert advice on tax-efficient investment strategies. Our approach helps maximize returns while ensuring compliance with tax regulations.
🤝 Mergers and Acquisitions Advisory
Seamless business transitions with expert guidance.
If you’re considering a business sale, acquisition, or restructuring, we provide financial due diligence, valuation, and tax strategy insights. Our goal is to ensure smooth transactions that protect your financial interests and minimize tax liabilities.
🏢 Business Valuation
Accurate valuation for funding, sales, or tax planning.
Knowing your business’s true worth is essential for securing investors, selling your company, or preparing for estate and tax planning. We use industry-standard valuation methods to provide a precise financial assessment tailored to your goals.
Operational Support
Enhancing efficiency and financial control in your business operations.
Our operational support services streamline financial processes, helping businesses optimize cash flow, reduce costs, and maintain financial clarity. We act as an extension of your team, ensuring smooth day-to-day financial management.
⚙️ Financial Process Optimization
Improve financial workflows for efficiency and accuracy.
We analyze and refine your accounting processes to eliminate inefficiencies, automate tasks, and ensure accurate financial data, making tax preparation and reporting smoother.
📦 Inventory and Asset Management
Track assets and inventory to maintain financial accuracy.
We implement asset tracking and inventory accounting solutions to prevent losses, improve reporting, and optimize business expenses.
💰 Cost Analysis and Control
Reduce costs and improve profit margins.
We help businesses analyze spending patterns, identify cost-saving opportunities, and implement budget controls to maximize profitability.
🔄 Cash Flow Monitoring
Maintain positive cash flow and avoid liquidity issues.
We provide cash flow forecasting and monitoring to help businesses manage operational expenses, avoid financial shortfalls, and prepare for tax obligations in advance.
📊 Financial Reporting and Analysis
Gain insights from detailed financial reports.
We generate and interpret financial statements, performance reports, and KPIs, helping you make data-driven business decisions.
📑 Vendor and Supplier Management
Streamline vendor payments and contract management.
We manage vendor accounts, payment schedules, and supplier contracts to ensure smooth financial operations and prevent payment delays.
Incorporation and New Business Advisory
Setting up your business for long-term financial success.
We help entrepreneurs and startups navigate the incorporation process, set up accounting systems, and implement tax-efficient business structures for growth and compliance.
Initial Tax Planning
Financial Systems Setup
Business License and Permit Assistance
Advisory for Startups
🏢 Business Formation and Registration
Get your business legally registered and structured correctly.
We assist with LLC, S-Corp, C-Corp, and partnership formations, ensuring compliance with federal and state requirements.
⚖️ Entity Selection and Structuring
Choose the best business structure for tax savings.
We advise on entity types to help you reduce tax liability, protect assets, and optimize financial operations.
📑 Initial Tax Planning
Lay the foundation for tax-efficient business operations.
Our experts develop strategic tax plans from day one, helping businesses maximize deductions and credits.
💻 Financial Systems Setup
Set up accounting and bookkeeping systems for success.
We implement QuickBooks, Xero, and other accounting platforms, ensuring smooth financial tracking and compliance.
📜 Business License and Permit Assistance
Ensure compliance with regulatory requirements.
We guide businesses through local, state, and federal licensing processes, ensuring you operate legally.
🚀 Advisory for Startups
Expert financial guidance for new businesses.
From funding strategies to financial risk assessment, we help startups build strong financial foundations.
Specialized and Niche Services
Tailored financial solutions for industry-specific needs.
We provide specialized accounting, tax planning, and compliance services for businesses with unique financial structures and reporting requirements.
🤝 Nonprofit Accounting
Stay compliant while maximizing your nonprofit’s impact.
We manage nonprofit financial reporting, grant accounting, and IRS Form 990 filings, ensuring compliance with tax-exempt requirements.
🏠 Real Estate and Property Management Accounting
Optimize property finances and tax strategies.
We assist real estate businesses with rental income tracking, 1031 exchanges, and property tax planning.
🏥 Healthcare Financial Services
Financial management solutions for healthcare providers.
We handle medical practice accounting, insurance reimbursement tracking, and healthcare tax compliance.
🎬 Entertainment and Media Accounting
Financial services tailored for creative professionals.
We assist production companies, artists, and media agencies with royalty tracking, expense management, and tax compliance.
📜 Trusts and Estates Planning
Secure financial futures with strategic estate planning.
We help with estate tax strategies, trust accounting, and asset protection planning.
🔍 Forensic Accounting
Uncover financial discrepancies and prevent fraud.
We conduct forensic audits to detect financial fraud, misstatements, and compliance violations.
📊 Outsource CFO Services
Strategic financial leadership without hiring full-time.
Our outsourced CFO services provide financial strategy, cash flow management, and growth planning for businesses that need expert guidance.
Pricing
Pricing packages designed for your success
Startup
Enrich our growing community.
- Weekly bookkeeping
- Up to 2 accounts reconciliation ( bank/credit card )
Growth
Support special exhibitions.
- Weekly bookkeeping
- Up to 6 accounts reconciliation
- Tax consulting
- Annual tax planning
- Sales tax filing *
- Corporate tax return (1)
- State tax return (1)
Enterprise
Take support to the next level.
- Weekly bookkeeping
- Unlimited accounts reconciliation
- Tax consulting
- Annual tax planning
- Sales tax filing *
- Corporate tax return (1)
- State tax return (1)
- Personal tax return (1)
Individuals & Families
Individuals and businesses for one time services can contact us for price.
Request Your Free Initial Consultation
Ready to take control of your finances? Schedule a free consultation to learn how ACGDEPT can support your accounting and tax needs with expert, personalized guidance.
Or call us at +1 561-715-8181 to get started today!
