Cartagena CPA & Consultants are proud to support our clients’ personal accounting services as well as business accounting support. Check out some of the services our firm provides:
Accounting
- Accounting system setup and training
- Bookkeeping
- Bank Reconciliations
- A/R and A/P
- Financial Statements
Tax
- Individual Returns (Federal, State, City)
- Sales and Use Tax
- Business Filings – Partnerships, Corporations, S Corporations, Non-Profits
- 1099 filings
Business Consulting
- Business formation (For-Profit or Not-for-Profit)
- Business development
- Forecast – revenue or expenses
- Growth Plans / Strategic Plans
Finance
- Preparation of operating budgets
- Development of projections – one to three years
- Working Capital management/planning
- Cash flow analysis
- Budget vs Actual Review
Diversity & Inclusion
- Supplier Diversity program or policy
- Outreach
- Small Business, Minority and Women-Owned Certifications (application/documentation)
Audit Prep & Review
- Response to IRS Audit
- Preparation for annual audit
- Gathering of documentation per audit request
Campaign Treasurer Services
- Designation of Treasurer
- Semi & Annual Filings
- Pre and Post-Election Reporting
- Bank reconciliations
- Fundraising