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ACCOUNTING SERVICES FOR BUSINESSES AND PROFESSIONALS

Control your business, grow with financial clarity.

Accounting documents used for financial reporting and tax returns

SERVICES NOT INCLUDED

To ensure a clear and uncluttered account, these are the services not included in our standard accounting plans:

❌ Annual tax returns or tax filings (1120S, 1065, 1040, etc.)

❌ Accounts payable (A/P) or receivable (A/R) processing

❌ Special financial reports for third parties (banks, licenses, tenders)

❌ Advanced tax consulting or strategic tax planning

CONTABILIDAD BOOKKEEPING QUICKBOOKS

LLC S-CORP PLANES CONTABLES

ACCOUNTING SERVICES - BOOKKEEPING

At Finance Solutions District , we offer accounting services specifically designed for small and medium-sized businesses (SMEs) in the United States . Our goal is to help you keep your finances organized, meet your tax obligations, and make strategic decisions based on reliable information.

We support entrepreneurs, family businesses, startups, and growing companies with:

  • Clear and up-to-date financial reports (Balance Sheet, Profit & Loss, Cash Flow)

  • Personalized accounting and tax advice to maximize efficiency and profitability

  • Federal and state regulatory compliance, including tax, reporting, and recordkeeping

  • Monthly or quarterly management of income, expenses and bank reconciliation

  • Continuous support in English and Spanish

Our service is 100% remote, agile, and adaptable, no matter what state your business is in.

Whether you're just starting out, looking for financial order, or need complete monthly accounting, at Finance Solutions District you have a professional team ready to help you grow safely.

WHAT DO OUR ACCOUNTING SERVICES INCLUDE?

Image by Kelly Sikkema

Monthly Accounting

Ideal for businesses with a constant flow of income and expenses.

  • Detailed and categorized record of income and expenses

  • Accurate bank reconciliations with internal verification

  • Monthly reports: Balance Sheet, Income Statement (P&L), Cash Flow

  • Automatic alerts on accounting irregularities

  • Integration with banking platforms and record automation

Image by Austin Distel

Quarterly or Annual Accounting

Designed for businesses with low or stable operating volumes.

  • Efficient organization and categorization of movements

  • Reports ready for quarterly or annual tax filing

  • Review of the tax structure according to business growth

  • Preparation of documentation for loans, licenses or audits.

Image by Carlos Muza

Customized Financial Reports

For businesses that need greater control and strategic vision.

  • Detailed analysis of profitability, profit margins and fixed costs

  • Reports tailored for banks, investors, licensees, or business partners

  • Reports tailored to your company's key KPIs

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Financial and Budget Consulting

Expert support for making informed decisions.

  • Evaluating cash flows, debts, and tax opportunities

  • Income, expenditure and investment projections

  • Performance analysis and future scenarios

  • Support in expansion planning, new services or structures

Specialists in QuickBooks and Accounting Platforms

At Finance Solutions District, we are experts in QuickBooks Online , one of the most widely used accounting tools for businesses in the U.S. Our team is trained to help you leverage its full potential, regardless of the size or nature of your business.

Servicio de contabilidad y registros contables con QuickBooks

What do we do for you in QuickBooks?

  • We set up your account from scratch, including account plan, users and access

  • We automate income and expenses by connecting your banks and credit cards

  • We generate clear, reliable and customizable accounting reports

  • We integrate QuickBooks with platforms like Shopify, Square, Gusto, Stripe, among others

  • We activate automatic payment reminders and recurring billing

OUR STEP-BY-STEP PROCESS

At Finance Solutions District, we make your tax experience as simple as possible. Our process is 100% remote, secure, and professionally guided from the very first step:

1. Initial Accounting Diagnosis:

We assess the current state of your finances , your accounting platforms, and your level of tax compliance. We identify errors, needs, and opportunities for improvement.

2. Organization:

We define accounting categories , configure the ideal software for you (QuickBooks, Wave, Google Sheets, etc.), and establish a structured and efficient workflow.

3. Receiving Data:

You'll receive a monthly or quarterly reminder to upload your bank statements , card transactions, and other relevant documents. You can do all of this through our online platform, securely and quickly.

4. Accounting Execution:

We process your information, record and categorize your transactions , perform bank reconciliations , and generate reports such as P&L, Balance Sheet, and Cash Flow. You receive these reports directly, along with consulting services.

5. Monitoring and Support:

We're here for you every time you close your accounts . We answer your questions, review your financial progress , and advise you on key milestones such as loans, audits, planning, or expansion.

MONTHLY ACCOUNTING PLANS

LLC Sole Member or Self-Employed
 

Business Type: Self-employed or small one-person businesses

INCLUDES:

  • 1 bank account

  • 1 credit card

  • Up to 50 monthly transactions

  • Quarterly P&L Report

  • Preparation for Schedule C

  • Basic remote support

From

$180

+ $200 setup

Multi-Member LLC or S-Corp
 

Business Type: LLCs or S-Corps with moderate operations

INCLUDES:

  • Up to 2 accounts

  • Cards

  • Up to 150 transactions

  • P&L Reports and Monthly Balance Sheet

  • Bank reconciliation

  • Preparation 1120-S

From

$290

+ $230 setup

Multi-Member LLC or Advanced S-Corp

Business Type: More dynamic companies or with partners

INCLUDES:

  • Up to 3 accounts

  • 2 cards

  • Up to 250 transactions

  • Support for K-1 and Form 1065

  • Advice on profit distribution

From

$360

+ $260 setup

Advanced Plan

Business Type: Expanding Companies

INCLUDES:

  • Up to 3 accounts

  • 3 cards

  • Up to 300 transactions

  • Cash Flow, P&L and Balance Sheet

  • Monthly financial consulting

From

$490

+ $315 setup

Corporate Plan

Business Type: Complex or multi-state operations

INCLUDES:

  • No limit on accounts/transactions

  • Complete accounting

  • Advanced Reports

  • Projections

  • Priority support

From

$750

+ $435 setup

📌 If you need any of these services, we can include them as add-ons or quote them individually based on your needs.

OTHER SERVICES

At Finance Solutions District, we offer a wide range of comprehensive services that cover everything you need to take your finances and business to the next level.

  • At Finance Solutions District, we understand that every taxpayer is different. That's why we offer tax preparation tailored to the needs of W-2 employees, 1099 contractors, small business owners, and more complex structures like LLCs, S-Corps, and C-Corps.

    Our processes include:

    • Review of tax documents and possible deductions

    • Multi-state and foreign-income returns

    • Application of updated tax credits, incentives, and deductions

    • Amended Returns (Tax Amendments)

    • ITIN processing and renewal

    Additionally, all returns include the option to purchase Protection Plus, an insurance policy that offers IRS audit coverage, professional follow-up, and additional peace of mind.

  • Compliance and efficiency in every payment cycle
    Our payroll service is designed to offer accuracy, compliance, and peace of mind for businesses with employees (W-2) and contractors (1099). We ensure every detail is correct from the first paycheck to the annual tax return.

    We offer:

    • Calculation of gross and net salaries, including automatic deductions

    • Submitting Forms 940, 941, W-2, and 1099 to the IRS and the States

    • Administration of benefits, bonuses and voluntary deductions

    • Issuance of payment receipts and direct deposits


    Full integration with your accounting
    We use QuickBooks Payroll to ensure your entire accounting process is aligned with your monthly and annual reports. This allows you to:

    • Error reduction

    • Faster accounting closing

    • Integrated reports for business decisions


    Flexible monthly plans
    We offer customized packages based on the number of employees, type of entity, and payment frequency (biweekly, monthly, or variable).

  • From the creation of your LLC to the BOI Report
    Registering a company in the U.S. isn't just a matter of filling out a form. We'll guide you through every step so your business is legally active and tax-ready from the start:

    Services included:

    • LLC, S-Corp, C-Corp Registration in any state (except NY and CA)

    • EIN (Tax ID) Application from the IRS

    • Custom Operating Agreement

    • Filing the mandatory BOI Report with FinCEN (Beneficial Ownership Report)


    Maintenance and legal dissolution

    • Annual reports and state renewals

    • Formal closure of companies to avoid sanctions

    • Migration between structures (from LLC to S-Corp, for example).

  • USCIS Forms with Professional Guidance
    We provide assistance in filling out immigration forms such as:

    • I-130 (family petition)

    • I-485 (adjustment of status)

    • I-765 (Work Permit / EAD)

    • I-90 (green card renewal)

    • N-400 (naturalization)

    • TPS (Temporary Protected Status)


    Notary services in Spanish

    • Notarization of powers of attorney, affidavits, and letters of custody

    • Oaths and solemnization of marriages (in states where legal)

    • Remote or in-person signature according to regulation

  • At Finance Solutions District, we also help you protect your well-being and that of your family by facilitating access to primary and supplemental health insurance. This service is designed for self-employed workers, small business owners, and anyone looking for medical coverage tailored to their specific needs.

    We offer:

    • Evaluation of affordable health plans available based on your status and eligibility

    • Individual or family health insurance

    • Supplemental plans for hospitalization, emergencies or critical illnesses

    • Personalized advice to understand costs, deductibles and benefits

    • Guidance for registrations during open or special periods

    We make sure you understand your rights, options, and how to maximize your benefits. Plus, if you already have insurance, we help you optimize it or explore better alternatives.

SCHEDULE YOUR FREE APPOINTMENT TODAY

You're one step away from transforming your finances and your business. Schedule a free diagnostic call with one of our advisors and receive clear, humane, and professional guidance.

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