Elevating financial excellence for an hr consulting company

About The Company

Our client, a reputable human resource consulting company based in New York, USA, had established itself as an industry leader.

The Opportunity

The Solution

Janine Escala devised a comprehensive plan to address the HR consulting company’s financial challenges:
Quickbooks online setup​

Janine initiated the transformation by conducting a thorough QuickBooks Online cleanup. This involved reviewing and rectifying misclassified transactions, reconciling accounts, and ensuring accurate financial data. With the foundation laid, she embarked on catching up on bookkeeping, meticulously documenting all financial transactions over the backlog of previous years. This step gave the client newfound clarity and control over their financial records.

Catch up bookkeeping​

Janine recognized the potential benefits available to startups through tax credits and deductions. She conducted exhaustive research tailored to the client’s industry and circumstances, identifying opportunities for substantial savings. Her findings unlocked valuable financial advantages, positioning the HR Consulting Company for growth and increased profitability.

State and federal tax filing

Navigating the complex web of state and federal tax regulations can be challenging. Janine’s expertise made this process efficient and worry-free for the HR Consulting Company. She ensured that all required tax filings were accurate, complete, and submitted on time, eliminating the risk of costly penalties.

Year end closing​

Janine recognized the potential benefits available to startups through tax credits and deductions. She conducted exhaustive research tailored to the client’s industry and circumstances, identifying opportunities for substantial savings. Her findings unlocked valuable financial advantages, positioning the HR Consulting Company for growth and increased profitability.

The Impact

Financial clarity

The QuickBooks Online cleanup and catch-up bookkeeping provided clients with a clear and organized financial picture, enabling them to make informed decisions.

Tax savings

The research on applicable tax credits and deductions for startups resulted in substantial savings, bolstering the client's bottom line.

Compliance assurance

Janine's expertise ensured that the HR Consulting Company remained fully compliant with state and federal tax regulations, mitigating the risk of penalties.

Efficient year-end close

The year-end close process became smooth and efficient, allowing the client to focus on their business's strategic growth.

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