Accounting & Bookkeeping | CPA FORTAX
Corporate Accounting and Finance

Firm Capabilities

Accounting &
Bookkeeping.

Precision financial management, providing absolute clarity and control over your enterprise's fiscal health.

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Absolute financial clarity.

Accurate bookkeeping is the backbone of strategic decision-making. We provide meticulous, institutional-grade accounting services—from routine reconciliations to complex KPI dashboards—ensuring your financial data is flawless, current, and actionable.

Comprehensive Methodologies

Financial Operations

Core Offerings.

Monthly Bookkeeping
01

Monthly Bookkeeping

Immaculate, audit-ready categorization of all financial transactions, month over month.

Catch-Up Bookkeeping
02

Catch-Up Bookkeeping

Systematic reconstruction of historical data to bring your accounts current and eliminate backlogs.

Reconciliations
03

Reconciliations

Rigorous bank and credit card reconciliations to prevent leakage and ensure exact matching.

Chart of Accounts
04

Chart of Accounts

Strategic setup tailored to your industry for granular, meaningful expense tracking.

Financial Statements
05

Financial Statements

Pristine preparation of Balance Sheets, P&Ls, and Cash Flow statements for absolute visibility.

Month-End Close
06

Month-End Close

Enforcing rigorous cut-offs and accruals to finalize accounting periods on a predictable schedule.

KPI & Dashboards
07

KPI & Dashboards

Executive-level dashboards tracking the specific KPIs driving your firm's growth and profitability.

Job Costing & Classes
08

Job Costing & Classes

Advanced tracking to assess the true profitability of individual projects, departments, or locations.

System Troubleshooting
09

System Troubleshooting

Expert diagnosis and rapid resolution of complex accounting system errors or integration failures.

Train Your Staff
10

Train Your Staff

Elite, customized training for in-house staff on institutional-grade financial protocols.

QuickBooks & Xero Setup
11

QuickBooks & Xero Setup

Seamless implementation, migration, and training for industry-leading cloud accounting platforms to ensure maximum efficiency.

Initiate Contact.

Schedule a consultation to align your financial operations with institutional-grade standards.

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Locations

3060 Williams Dr. , Suite 300
Fairfax, VA 22031

Contact

Email Address

[email protected]

Call Anytime

+ 1 703-637-8699

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