01

QuickBooks Online Bookkeeping

Most small business owners open QuickBooks, stare at the dashboard, and close it. The bank feeds pile up. Transactions sit uncategorized for months. By the time tax season rolls around, the books are a mess and the cleanup bill is bigger than a year of proper bookkeeping would have cost.

We handle QuickBooks Online from the ground up — whether you need a fresh setup, a cleanup of months (or years) of neglected books, or ongoing monthly bookkeeping that actually stays current. We work with businesses across the US and the Middle East, including UAE-based companies that need US-standard books for investors, lenders, or cross-border reporting.

What This Covers

  • QBO setup from scratch (chart of accounts, bank connections, opening balances)
  • Cleanup and catch-up bookkeeping for months or years of backlog
  • Ongoing monthly bookkeeping with timely reconciliations
  • Bank feed rule configuration for automatic transaction categorization
  • Interbank and inter-company transfer recording
  • Vendor deduplication and record cleanup
  • Monthly close and reconciliation across all accounts
  • QBO settings optimization (classes, locations, projects, tags)
02

Payroll Processing & Compliance

Payroll looks simple until it isn't. An employee's tax withholding is set wrong and they owe thousands at tax time. A retroactive salary change throws off three months of filings. Benefits deductions after a business acquisition don't match what was promised. These aren't hypothetical problems — these are things we fix every month.

We run payroll through Gusto with full compliance coverage. For US-based businesses managing hourly or salaried teams, we handle the entire payroll cycle so you never have to wonder whether your employees were paid correctly or whether your filings went out on time.

What This Covers

  • Gusto payroll setup, onboarding, and recurring processing
  • W-4 verification and withholding accuracy checks
  • PTO policy setup and configuration (including post-acquisition transitions)
  • Benefits and deduction management
  • State tax registration and multi-state payroll compliance
  • Retroactive salary adjustments and correction filings
  • Payroll error investigation (unauthorized payments, deduction mismatches)
  • Check printing setup and alignment
  • Payroll team training and SOP documentation
03

Tax Preparation & Filing

Tax compliance gets complicated the moment your business touches more than one jurisdiction. Different countries, different filing deadlines, different rules on what counts as deductible, and different penalties when something gets missed. We prepare and file returns across four countries, so businesses operating across borders don't need four different firms to stay compliant.

United States

US tax filing is where the bulk of our experience sits. We prepare individual and business returns with a focus on getting the details right the first time — and fixing them when a previous preparer didn't.

  • Individual tax returns (1040) and business returns (1065, 1120, 1120-S)
  • Amended returns (1040-X) with paper vs. e-file strategy
  • Capital loss carryforward corrections across multiple tax years
  • Cost basis reconstruction and investment reporting
  • Year-end tax planning and estimated tax projections
  • Self-employment tax optimization

United Arab Emirates

The UAE introduced federal corporate tax at 9% for financial years starting June 2023, and VAT at 5% has been in place since 2018. Compliance requirements around record-keeping, input tax recovery, and FTA filings are stricter than most small businesses realize.

  • Corporate tax registration and return preparation
  • VAT return filing and input tax recovery
  • Free zone 0% rate qualification assessment
  • Transfer pricing documentation (where applicable)
  • FTA audit support and correspondence

Kingdom of Saudi Arabia

Saudi tax compliance involves multiple layers — VAT at 15%, Zakat obligations for Saudi-owned entities, income tax for foreign-owned businesses, and withholding tax on cross-border payments. ZATCA has been tightening enforcement and rolling out e-invoicing mandates in phases.

  • VAT return preparation and filing
  • Zakat computation for Saudi-owned entities
  • Income tax filing for foreign-owned businesses
  • Withholding tax on cross-border payments
  • ZATCA e-invoicing compliance and setup

Pakistan

Pakistan's tax system involves the FBR for income tax and sales tax, provincial revenue authorities for services sales tax, and a web of withholding tax provisions that apply to nearly every type of transaction.

  • Income tax return preparation (individuals, AOPs, companies)
  • Wealth statement preparation
  • Sales tax return filing (federal and provincial)
  • Withholding tax tracking and advance tax credit reconciliation
  • FBR correspondence and audit support
  • Cross-border coordination for overseas Pakistanis
04

Multi-State Sales Tax Filing

Sales tax compliance in the US is a patchwork. Every state has different rules, different thresholds, different filing frequencies. And then you have states like Louisiana where you are filing at the parish level, not the state level. Miss a filing or register late and the penalties stack up fast.

If you are a UAE or Middle East-based business with US sales exposure, we also help navigate the nexus rules that determine whether you even have a filing obligation.

What This Covers

  • Economic nexus analysis and threshold monitoring
  • State and local sales tax registration
  • Recurring sales tax return preparation and filing
  • Parish-level filings (Louisiana: Jackson, East Ascension, Morehouse)
  • New York BOS account filings
  • Delaware franchise tax computation and filing
  • E-commerce and marketplace facilitator compliance
  • Nexus advisory for cross-border businesses selling into the US
05

Buyer-Side Due Diligence for Private Equity

The financials in a CIM tell the story the seller wants you to hear. Your job as the buyer is to figure out what the numbers actually say when you strip away the adjustments, one-time add-backs, and optimistic projections.

We perform financial due diligence for private equity investors and independent buyers evaluating acquisition targets — providing the financial diligence work that sits between the LOI and the closing table.

Pre-Close Diligence

  • Quality of earnings analysis and EBITDA rebuild from source data
  • Revenue concentration and customer dependency assessment
  • Working capital trend analysis and normalization
  • Chart of accounts review for buried expenses and reclassified costs
  • Owner add-back verification and sustainability testing
  • Accounts receivable and payable aging review
  • Inventory valuation and obsolescence assessment

Post-Close Setup

  • Form 8594 purchase price allocation
  • Goodwill calculation and amortization schedule
  • SBA loan, seller note, and earnout structuring on the balance sheet
  • Opening journal entry preparation in QuickBooks or target ERP
  • Chart of accounts buildout for clean post-acquisition reporting
06

Financial Reporting & Dashboards

Most business owners get a P&L once a year from their accountant. By the time they see it, the numbers are three months old and the decisions those numbers should have informed are long gone. The goal is not more reports — the goal is reports that change how you make decisions.

What This Covers

  • Looker Studio dashboard design connected to your live accounting data
  • Revenue, expense, gross margin, and cash position tracking
  • Multi-location consolidated reporting (clinics, branches, stores)
  • Monthly performance summaries with trend analysis
  • Labor cost monitoring and seasonal pattern identification
  • Variance analysis with formula validation and error correction
  • Custom KPI dashboards tailored to your industry
  • Automated report delivery on a recurring schedule
07

Fractional CFO Advisory

You don't need a full-time CFO. But you do need someone who looks at your numbers every month and tells you what they actually mean. Not just "here's your P&L" but "your labor costs jumped 14% this quarter and here's what's driving it." Not just "you made money" but "here's how much cash you'll have in 90 days if nothing changes."

We don't just advise from the outside. We know your chart of accounts, your payroll, your vendor relationships, and your tax situation because we are the ones managing them.

What This Covers

  • Monthly P&L analysis with written commentary and action items
  • Cash flow forecasting (30, 60, 90-day projections)
  • Year-end tax planning and estimated tax strategy
  • Budget vs. actual variance analysis
  • Pricing, hiring, and expansion financial modeling
  • Lender and investor reporting support
  • Strategic guidance on cost structure and margin improvement
  • Coordination with your CPA, attorney, and financial advisors
08

Odoo Functional Consulting & Implementation

Most businesses outgrow QuickBooks before they realize it. Once you are managing inventory across warehouses, running manufacturing, handling multi-currency invoicing, or coordinating procurement with production, you need an ERP. Odoo is one of the most flexible options available, but flexibility is also what makes it dangerous without proper setup.

We provide functional consulting and implementation for Odoo, covering the full journey from initial scoping through go-live and post-launch support. For businesses in the US, UAE, and KSA, we configure Odoo to meet local compliance requirements including tax structures, e-invoicing mandates, and multi-currency handling.

What This Covers

  • Module selection and implementation scoping
  • Chart of accounts design and financial workflow configuration
  • Data migration from QuickBooks, spreadsheets, or other ERPs
  • Accounting and finance setup (journal entries, bank reconciliation, reporting)
  • Inventory and procurement (multi-warehouse, landed costs, purchase orders)
  • Sales and invoicing (including marketplace fee separation and bulk CSV import)
  • HR and payroll module configuration
  • Studio customizations, automated actions, and server actions
  • In-transit inventory tracking and vendor payment workflows
  • User role setup, training, and post-launch support

Not Sure Which Service You Need?

Get in touch and we'll help you figure out where to start — whether it's cleaning up the books or building a CFO-level financial function from scratch.

Talk to Us