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Accounting Services



Excel Strategies, LLC - Accounting services for small businesses



A sure way to jeopardize your business operations is by using incorrect, incomplete, or inconsistent financial information. Accurate, well-managed financial records enable your business to become more effective, and as a result more profitable. We can assist you with this task by offering following services:


  • General ledger and financial statement preparation (Income Statement, Balance Sheet, and Cash Flows Statement)
    • Balance Sheet tells you current net worth of your business
    • Income Statement shows you all variables driving your profit: revenue and expenses
    • Cash Flow statement demonstrates your business’s ability to pay its bills
  • Bookkeeping (Daily/Weekly/Monthly/Quarterly/Annual)
    • Our qualified professionals are happy to help you with the day-to-day bookkeeping activities. In addition, through accurate bookkeeping, we might be able to reduce your tax liability.
  • Accounting system setup (Web-based or Standalone)
    • We realize that the number of accounting software applications is continuously growing, and as such, the task of choosing the right system is rather daunting. Our accounting and finance professionals are able to help you find the solution that meets your unique requirements.
  • Financial Analysis
    • Based on your financial performance, we can help you identify your profit and loss centers. This information will help you make better operational decisions.  We can produce variance analysis, key metrics, revenue reconciliation and forecasting/budgeting reports.
  • Auditing Services
    • We can help you analyze your internal controls (financial, operational, IT, and others) and make recommendations accordingly, so that your business is run as efficiently and as effectively as possible.  In addition, our fraud prevention checklist will help you preserve your assets.
  • Online and offline payroll services (including payroll taxes)
    • We partner with the industry-leading payroll service processing providers to help you make payroll process as pain-free as possible
    • More information available
  • Business tax return preparation
    • Our experts can prepare individual, corporation, partnership, LLC/LLP, and non-for-profit tax returns
    • More information available
  • Bank Statement Reconciliation
    • We can verify that your bank statement corresponds to the information on your books. Alternatively, we will also check that amounts on your general ledger match the amounts on your bank statement.
  • Notary Services
    • We serve individuals and businesses and can notarize your mortgage application, automotive loan, immigration documents, will, power of attorney, title, and any other paperwork



Excel Strategies, LLC - Accounting services for small businesses