Virtual Accounting & Bookkeeping Services
Clear financial insights to help your business grow. Our professional accounting and bookkeeping solutions eliminate confusion, keep your financial records accurate, and support better business decisions with confidence.
- Save Valuable Time and Minimize Stress
- In-Depth Reports with Professional Support
- Get a Complete View of Your Financial Position
- Accurate, Current Bookkeeping & Financial Records
Services
Virtual Accounting Services
Our complete monthly bookkeeping and financial reporting services give you a clear view of your finances, help you stay aligned with your business goals, and keep your back-office running smoothly.
#1
Managed Bookkeeping & Accounting Services
- Ongoing Financial Support
- QuickBooks Online Professionals
- Dedicated Accounting Specialist
- Secure Client Portal & Financial Dashboard
- Monthly Profit & Loss, Balance Sheet & Cash Flow Reports
#2
Full Accounting, Tax & Advisory Solution
- Quarterly Tax Estimates
- Ongoing Tax Planning & Strategy
Accounting Process
Bookkeeping Doesn’t Have to Be Overwhelming
Disorganized records and unclear financial reports can create unnecessary stress, especially during tax time. We act as an extension of your back-office, ensuring your accounting process stays organized, accurate, and efficient.
Initial Consultation & Onboarding
We begin by understanding your business goals and accounting needs. During this session, we review your current systems, identify gaps, and align expectations.
Setup & Implementation
After assessing your needs, we set up or improve your accounting processes to support efficiency and accuracy. We also review opportunities to help reduce tax exposure.
Ongoing Support
Our partnership doesn’t stop after setup. We provide continuous support, manage daily accounting tasks, and ensure our services grow alongside your business.
Industries we serve
Industry Highlights
Service Based Businesses
Whether you operate as a consultant, legal professional, engineer, creative, or online service provider, we customize tax and accounting strategies to fit your business model, helping you remain compliant while improving overall tax efficiency.
Dental & Healthcare Practices
We support dental offices, physicians, and healthcare providers with industry-specific tax planning. Our approach focuses on accurate reporting and maximizing eligible deductions, including equipment purchases, supplies, depreciation, and operational expenses.
Real Estate Professionals
From realtors and investors to developers and property managers, we provide specialized tax planning for real estate businesses. Our expertise includes capital gains strategies, depreciation planning, and identifying overlooked deductions common in real estate filings.
Retail & E-Commerce
Retail businesses face unique accounting challenges, from inventory tracking to sales tax compliance. We provide structured financial support to help ensure accurate reporting and smooth day-to-day operations.
Franchise Businesses
Whether you operate a single franchise or manage multiple locations, we customize tax and accounting strategies to address franchise requirements, helping you remain compliant while improving overall financial efficiency.
Cannabis Industry
Whether you operate a licensed cannabis business or related operation, we customize tax and accounting strategies to navigate regulatory requirements, helping you remain compliant while improving overall tax efficiency.
Pricing
All-In-One Tax, Bookkeeping & Advisory Service Package
We offer flexible tax preparation and advisory options designed to support individuals, business owners, and growing companies. Whether you need one-time tax filing or ongoing support, our plans are built to match your level of complexity and goals.
Services
Starting at
$1,295 / month
Dedicated Account Manager
Secure Client Portal & Document Management
Monthly Bookkeeping & Account Reconciliation
Monthly Profit & Loss, Balance Sheet
Monthly Cash Flow Reports
Ongoing Tax Planning & Advisory Support
Biannual Reviews & Estimated Tax Forecasts
1099 Contractor Reporting
Business Tax Filing Services
Pricing
All-In-One Tax, Bookkeeping & Advisory Service Package
We offer flexible tax preparation and advisory options designed to support individuals, business owners, and growing companies. Whether you need one-time tax filing or ongoing support, our plans are built to match your level of complexity and goals.
Starting at
$1,295 / month
Dedicated Account Manager
Secure Client Portal & Document Management
Monthly Bookkeeping & Account Reconciliation
Monthly Profit & Loss, Balance Sheet
Monthly Cash Flow Reports
Ongoing Tax Planning & Advisory Support
Biannual Reviews & Estimated Tax Forecasts
1099 Contractor Reporting
Business Tax Filing Services
Our Team
The Professionals Dedicated to Your Success
Salman Jafri - MST, CPA
President & Founder
Salman Jafri is a Certified Public Accountant (CPA) and the President & Founder of the firm. He brings extensive experience working with high-performing organizations and diverse client portfolios. Salman leads the firm’s strategic direction and oversees all accounting and tax operations, ensuring the highest standards of professionalism, regulatory compliance, and client service. The firm offers comprehensive services, including bookkeeping, payroll, tax preparation, tax planning, and financial advisory.
Mehaq Jafri
Senior Tax Accountant
Mehek Jafri is a senior tax accountant responsible for overseeing bookkeeping, payroll processing, financial reporting, and account reconciliations. She ensures accuracy, consistency, and timely reporting across client accounts. Mehek’s strong understanding of accounting standards and operational processes makes her a trusted point of contact for ongoing financial management.
Nayab Jafri
Tax Manager
Nayab Jafri is a Tax Manager with strong expertise in federal and state tax compliance for individuals and businesses. He works closely with clients to develop effective tax strategies, manage filings, and address regulatory requirements. His proactive approach and thorough analysis support risk management and long-term tax efficiency.
Asra Jafri
Tax Manager
Asra Jafri serves as Tax Manager and specializes in individual and business tax compliance, planning, and advisory services. She is responsible for managing complex tax matters, monitoring regulatory changes, and ensuring accurate and timely filings. Her structured and detail-oriented approach helps clients remain compliant while optimizing their overall tax position.
Reliable Accounting Support for Confident Financial Decisions
Let our experienced team handle your accounting and tax needs so you can focus on growing your business. Complete the form below to request a free quote, and a member of our team will reach out within one business day.
