Services


We offer contract and consulting services for accounting and finance. As a contract service firm we offer several packages that might be customized to your needs. As a consulting firm, we have a team of experts ready to assist you in any specific aspect of your business.

Contract Services


Our contract services include but are not limited to: Accounting - Book keeping - PayRollservice through our state of the art platform www.PayRollCentralUSA.com – Medical Billing - Home Owner's Association Billing -State, Local and Sales tax - Corporate Tax Preparation - Financial Reporting - Preparation for Auditing - Employee Benefit Plan - Cost segregation -Transfer Pricing.

For our client's convenience, we have created three service packages. However, we may provide any of these services independently.


ALL PACKAGES INCLUDE FREE INDIVIDUAL TAX RETURN PREPARATION FOR MAIN OFFICER

Basic Package

Monthly Write Up

Multy- Sate Payroll

Multy-State Sales Tax Filing

Monthly Closing

Corporate Tax Return Preparation

Up to two bank accounts

Time and expense to direct deposit – Payroll taxes and payment filing quarterly and yearly -

Monthly and Quarterly

Full general ledger support

Expanded Package

Accounts Receivable

Accounts Payable

Multy- Sate Payroll

Multy-State Sales Tax Filing

Monthly Closing

Monthly management and financial reporting

Routine Reporting

Corporate Tax Return Preparation

Invoice to cash

Procure to Pay

Time and expense to direct deposit –Payroll taxes and payment filing quarterly and yearly

Monthly and Quarterly

Full general ledger support

Monthly accrual or cash bases financial statements, income sheet rolling 12 months, cash flow statement, budget to actual, Profitability Reports, Key Performance Indicators

AP Aging, Payroll, Cash Requirement, AR Aging, Cash Forecasts

Deluxe package

Accounts Receivable

Accounts Payable

Multy- Sate Payroll

Multy-State Sales Tax Filing

Monthly Closing

Monthly management and financial reporting

Routine Reporting

Monthly Management Reports

Inventory Management

Strategic Financial Management

Tax and regulatory compliance

Corporate Tax Return Preparation

Invoice to cash

Procure to Pay

Time and expense to direct deposit –Payroll taxes and payment filing quarterly and yearly

Monthly and Quarterly

Full general ledger support

Monthly accrual or cash bases financial statements, income sheet rolling 12 months, cash flow statement, budget to actual, Profitability Reports, Key Performance Indicators

AP Aging, Payroll, Cash Requirement, AR Aging, Cash Forecasts

(KPI) Ratios & Trending Reports

Inventory Valuation, Aging, Turnover.

Cash management, Budget Preparation, Financial Modeling, Financing Assistance (Banks, Private Equity, Venture Capital, Assets Based Lending, Risk Management).

Audit Assistance, Federal and State Compliance, Non-Profit Compliance,

Consulting Services


Softbooks Inc offers consulting services in many fields. We are listing some of them, but if your field of interest in is not listed, please call for details.

Accounting system design, set up and management

Real Estate Investment - Individual and Corporate tax impact analysis

Non-Profit set up and IRS Tax exception approval

Financial Reporting and Comprehensive Management Report

Tax Planning

GAAP to IFRS conversion

Business Profitability Analysis

Business Structure for Tax Purposes

Business Strategy and Transformation

Investigative Due Diligence

International Trade Taxation.

Including: New accounting data base design, accounting system process and documentation, accounting policy and procedures manual, internal control and work flow design and management

Supported Software

Accounting & ERP

Deltek GCS

PeopleSoft

Blackbaud

Solomon

Procas

QuickBooks Enterprise

NetSuite

Deltek Costpoint

Oracle Financial

Great Plains Dynamics