Online bookkeeping, reporting and tax preparation support for US businesses
Clean monthly books and tax-ready workpapers, ready when your US workday starts, so your CPA or enrolled agent can file without chasing you.
Chartered accountant
Fully online, wherever you are
Services for United States
Federal and state returns are signed and filed by your US CPA or enrolled agent. We prepare the numbers and supporting schedules.
Tax compliance
- Sales tax calculations and return preparation by state
- Payroll tax calculations and Form 941 preparation
- Quarterly estimated tax calculations
- 1099 data and year-end workpapers for your preparer
- Form 5472 support for foreign-owned US companies
Management accounts
- Monthly P&L, balance sheet and cash flow in QuickBooks or Xero
- Analysis, KPIs and recommendations
- Ad hoc reporting for investors and lenders
Bookkeeping and payroll
- Bookkeeping and bank reconciliations
- Payroll processing coordination
- Books clean-up and catch-up for backlogs
- QuickBooks or Xero setup and migration
Annual financial statements
- Financial statements for lenders and investors
- Year-end close and workpapers for your CPA
- Audit-readiness support alongside your CPA firm
Tax planning and advisory
- Entity and tax structure planning with your CPA
- State sales tax nexus reviews
- IRS and state notice support, through your representative
- US and South African cross-border questions for founders and investors
Company registrations
- Entity formation coordination (LLC, C corporation)
- State annual report tracking
- Registered agent and EIN coordination
Business consulting
- Budgets and 13-week cash-flow forecasts
- Business plans and investor models
- Financial planning for growth
- Business valuation support and due diligence
- Diligence-ready books for fundraising or a sale
Seasonal subcontract audit and assurance
- Busy-season audit support for CPA firms, January to April, working in your audit software and to your methodology
- Audit staff support: testing, tie-outs, workpaper preparation and PBC list follow-up
- File support for review, compilation and agreed-upon procedures engagements to AICPA standards
- SOC 1 and SOC 2 testing support and SOX 404 control walkthroughs for the engagement firm
- Delivered as subcontract support under your engagement and supervision, subject to your independence and confidentiality requirements; the CPA firm signs the report
How we work with you
Tell us what you need
A short call to map your compliance calendar, reporting needs and the software you already use.
Connect your books
We work inside your cloud accounting software, or set one up with you, with secure document sharing.
Receive work on schedule
Management accounts, submissions and a plain note on what changed and what to do next.
Talk to a chartered accountant
Tell us about your business and where it operates. We reply with the next step and what it would involve.
- Emailcharles@statutoryaccountants.co.za
- WhatsApp+27 81 565 2000