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BUSINESS CONSULTING GROUP SERVICES

Service Summary

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PERSONAL FINANCIAL TAX PLANNING AND CONSULTING

With our Personal Financial & Tax Planning and Consulting Service, you’ll have the tools and assistance necessary to manage your unique financial situation and prepare for the future.

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BUSINESS FINANCIAL TAX PLANNING AND CONSULTING

Our financial experts will develop tax strategies based on achieving your specific business’ goals. This service includes Financial Planning, Budgeting and  Monitoring of Budget (Actual v. Budget).

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FINANCIAL COACHING

Take control of your finances with our expert assistance. Our team will assist you in lowering your debts, make a tax plan catered to your specific financial situation and facilitate the process of achieving your goals by providing you with the knowledge necessary to tackle your objectives and supporting you every step of the way.

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PREPARATION OF BUSINESS PLANS

A key element for any successful business is an elaborate and correctly executed business plan. Our team of dynamic professionals with public accounting, private accounting, banking and human resources background is more than qualified to construct an excellent business plan.

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OPERATIONS & BUSINESS CONSULTING

If you are looking to optimize the operations of your business, our team of experts can improve your value chain system by making it as efficient and profitable as possible.

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BUDGET CREATION AND MONITORING

Financial goals are met with effective budget creation and monitoring. We will ensure your business’ budget is constructed around your resources, needs and goals and oversee that it runs smoothly.

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VIRTUAL COMPTROLLER

Our experts with over 15 years of experience will help you oversee services virtually. From the most basic to the most intricate financial services, we can provide whatever service you may need in a remote manner, improving efficiency and reducing personal contact (*as a method of safety due to Covid-19).

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HUMAN RESOURCES CONSULTING & PAYROLL

If you are facing difficulties with human-resources or payroll situations, our qualified experts will provide effective solutions that will benefit your business. Our team can also create an effective payroll system for your company from scratch.

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BUSINESS CREATION

Our experts will assist you in developing the foundations for your business. From the initial brainstorm, to choosing the perfect legal entity for your business and assistance in business registry through the corresponding departments, our team will guide you through each step of the way.

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BOOKKEEPING SERVICES

Our Bookkeeping services ensure that all of your business’ transactions and financial information is recorded and maintained to maintain an effective financial management.

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TAX RETURN PREPARATION

Let our highly qualified team help you set up, execute and complete your tax form or forms. We prepare tax returns for individuals and corporations in Puerto Rico and the U.S.

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FINANCIAL STATEMENTS PREPARATION

From basic to complicated financial statements, our Certified Public Accountants can elaborate a wide variety of financial statements for your personal or business finances.

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QUICKBOOKS ONLINE CONSULTING

Are you lost navigating your way in QuickBooks? Our team can help you find your way with any and manage your accounting information properly on this platform.