Financy offers a comprehensive range of financial services tailored for individuals, SMEs, and corporate businesses in the USA. Our core services include:

• Accounting and Business Services
• Taxation Consultancy
• Business Succession Planning
• Virtual CFO and Bookkeeping Services
• Payroll Management
• Financial Audits
• Bookkeeping Solutions
• Record Keeping
• Trademark Registrations

Whether you need help with tax planning, financial strategy, or day-to-day accounting, our team of experts is here to assist you.

Our tax specialists stay up-to-date with the latest tax laws and regulations in the USA. We can help your small business by:

• Identifying tax-saving opportunities
• Ensuring compliance with federal and state tax laws
• Preparing and filing your business tax returns
• Providing guidance on tax-efficient business structures
• Assisting with tax planning for business growth or succession

Our goal is to minimize your tax liability while ensuring full compliance with all applicable laws.

Our Virtual CFO services provide small to medium-sized businesses with access to high-level financial expertise without the cost of a full-time CFO. Benefits include:

• Professional financial strategy and planning
• Regular financial reporting and analysis
• Cash flow management and forecasting
• Assistance with funding and investment decisions
• Cost-effective access to CFO-level expertise

This service is particularly valuable for growing businesses that need strategic financial guidance but aren't ready for a full-time CFO.

At financy, we take data security very seriously. We implement multiple layers of protection:

• Use of industry-standard encryption for all data transmissions
• Regular security audits and updates of our systems
• Strict access controls and authentication procedures
• Compliance with all relevant data protection regulations
• Regular staff training on data security best practices

We treat your financial data with the utmost confidentiality and use the same level of security measures employed by major financial institutions.

Absolutely! As certified  Book keeping , we offer comprehensive accounting solutions, including:

• Initial setup and customization of bookkeeping for your business
• Training for you and your staff on how to use bookkeeping effectively
• Ongoing support and troubleshooting
• Regular review and cleanup of your bookkeeping data
• Integration of bookkeeping with other business systems

FAQ Initial Setup and Customization of cloud based accounting for your business.Our goal is to help you leverage QuickBooks to its full potential, streamlining your financial processes and providing clear insights into your business finances.

Our payroll services are designed to benefit businesses of all sizes and across various industries in the USA. This includes:

• Small businesses and startups
• Medium-sized enterprises
• Large corporations
• Non-profit organizations
• Professional service firms
• Retail and hospitality businesses

Whether you have a handful of employees or a large workforce, we can tailor our payroll solutions to meet your specific needs, ensuring accurate and timely payroll processing while keeping you compliant with all relevant regulations.

Business succession planning is crucial for ensuring the long-term sustainability of your company. Our services in this area include:

• Assessing the current value of your business
• Identifying and developing potential successors
• Creating a comprehensive succession plan
• Addressing tax implications of business transfer
• Developing strategies for a smooth transition of ownership and management
• Assisting with legal and financial aspects of the succession process

We work closely with you to create a succession plan that aligns with your goals and ensures the continued success of your business.

Financy stands out in several ways:

• Comprehensive service offering: We provide a wide range of financial services under one roof, allowing for integrated, holistic financial management.
• Expertise: Our team consists of seasoned professionals with deep knowledge in various financial disciplines.
• Personalized approach: We tailor our services to each client's unique needs and goals.
• Technology-driven: We leverage cutting-edge financial technology to provide efficient, accurate services.
• Client education: We believe in empowering our clients with financial knowledge, not just providing services.
• Proactive communication: We keep our clients informed about financial matters that could impact their business or personal finances.

Our commitment is to be not just a service provider, but a true partner in your financial success