#1
Bookkeeping / General Ledger Maintenance
Recording daily transactions, reconciling accounts, and maintaining clean ledgers.
Features
- Daily transaction recording
- Account reconciliation
- Ledger maintenance
- Monthly close support
#2
Tax Preparation & Filing
Preparing and filing income tax returns, sales tax returns, and ensuring compliance.
Features
- Federal & state income tax returns
- Sales/use tax compliance
- Estimated-tax projections
- Audit-ready work-papers
#3
Payroll Processing
Calculating wages, handling tax withholdings, issuing pay slips, and filing payroll reports.
Features
- Gross-to-net calculations
- Tax & benefit withholdings
- Direct-deposit or check runs
- Quarterly & annual payroll filings
#4
Financial Reporting & Management Dashboards
Insightful monthly or quarterly statements and KPI dashboards for data-driven decisions.
Features
- Income, balance & cash-flow reports
- Custom KPI dashboard
- Variance & trend analysis
- Board-ready presentation decks
#5
Budgeting, Forecasting & Business Advisory
Robust budgeting, rolling forecasts, financial modelling, and strategic advice.
Features
- Annual operating budgets
- Rolling 12-month forecasts
- 3-statement financial models
- Scenario & sensitivity analysis
#6
Audit Support / Compliance & Regulatory Filings
Audit-ready documentation, compliance checks, and assistance with required filings.
Features
- Audit PBC list management
- GAAP/IFRS compliance checks
- Internal control walkthroughs
- Regulatory filings (SEC, FINRA, etc.)
#7
Loan Application Assistance
From paperwork to submission—we steer you through every step of the loan process.
Features
- End-to-end application support
- Required-document checklist
- Timeline & milestone tracking
- Lender follow-up coordination
#8
Investment Option Consultation
Tailored advice on building or re-balancing your investment portfolio.
Features
- Current-portfolio review
- Risk-profile assessment
- Asset-allocation strategy
- Actionable next steps
Ready to Get Started?
Contact us today to discuss how our team can support your financial goals.
WELCOM! WE ARE EXPERT IN THIS FIELD
GE PROMO PLUS LLC
Professional Loan Guidance You Can Trust, Navigating the loan process smoothly to get you approved faster and smarter..