Monthly performance and commentary.
Services
Accounting, advisory and reporting designed to work together.
From monthly close and management accounts to planning, tax coordination and decision support.
Forward-looking liquidity planning.
Decision support and scenarios.
Client-ready statements and controls.
Income tax return preparation, review and filing status.
Sales tax or VAT reconciliations, returns and filing support.
Services become more useful when the same data supports every conversation.
Northstar Retail Ltd
Aug 2026
$174,000Revenue$121,000Expenses$53,000Net profit
Summit Creative Group
31 Aug 2026
$318,500Total debits$318,500Total creditsBalancedStatus
Harborline Services LLC
31 Aug 2026
$725,000Total assets$286,000Total liabilities$439,000Net assets
Northstar Retail Ltd
2026 Q3
$482,000Revenue$126,000Expenses$65,000Net profit
Tax compliance
Tax return and sales tax filing tracker
Track the return type, tax period, due date, filing status and filed date alongside the client reporting workflow.
Withholding Tax ReturnSummit Creative Group2026 Q3 · Payroll / Withholding
Data collectionDue 2026-10-15
Sales Tax ReturnHarborline Services LLCAug 2026 · Sales Tax / VAT
Ready for reviewDue 2026-09-20
Sales Tax ReturnNorthstar Retail LtdAug 2026 · Sales Tax / VAT
FiledDue 2026-09-18 · Filed 2026-09-15
Corporate Income Tax ReturnNorthstar Retail LtdTax Year 2026 · Federal / Corporate
In preparationDue 2026-12-31
Review the numbers, then book the discussion.
Consultation rateUSD 250.00per hour · billed by meeting minutes
Accounting closes the period. Advisory opens the next decision.