SMART BALANCE CPA
We provide Book Keeping
Our team members are dedicated to empowering our clients by providing exceptional professional services tailored to their unique financial requirements. Our holistic approach to serving individuals and businesses has cultivated enduring partnerships and a stellar reputation. Our unwavering commitment is directed toward fostering growth.
Knowledge and passion to deliver great results. Contact us and we will accomplish it together.
About Us
Smart Balance CPA provides Bookkeeping, Taxation, Payroll, Review & Assurance, Net Suite, Transfer Pricing, Virtual CFO among others services, to individuals, companies and partnerships. Our team has domestic and international expertise and is highly equipped to meet your financial needs.
Our experienced team includes Certified Public Accountants (US CPAs), Indian Chartered Accountants (CA) and other professionals. We have a team of friendly, experienced, and knowledgeable members ready to help you with your business needs. We understand your needs to provide customized solutions to guide you through today’s challenging environment.
We believe in our 4 C’s :
Our Services Learn more what we serve
Bookkeeping is the basic need of any business. This is considered to be the Heart of any business. A healthy books of accounts helps the organisation to take timely, precise and cructial decisions. We at Smart Balance CPA, will take care of recording your daily transactions and making them ready to provide you with these actual numbers, in the format, which is the best suited for your purpose.
By outsourcing it to our high end professionals at a much lower cost, you can incur’s less operations cost. We take pride in offering superior outsourced bookkeeping services designed to help you and turn this obligation into a strategic advantage. We work on softwares such as QuickBooks, Xero, Zoho, FreshBooks, Bill.com, Net Suite, Tally ERP.
Our services includes :
- Bookkeeping
- Financial Statement Preparation
- Cash Flow analysis
- Controller Functions
Book Keeping
We handle your payroll so you can focus on growing your business.
Many business owners and managers get stuck doing the tedious task of payroll themselves. Unfortunately, this consumes a lot of their personal time, which they could be spending more productively on other important tasks. If you are in this situation, then you should strongly consider outsourcing your payroll management to Smart Balance CPA. We at Smart Balance CPA, can handle all of your payroll management, freeing you, so you can focus on growing your business.
We handle the following payroll tasks for our clients, which includes :
– Payroll processing
– Employee forms
– Direct deposits
– Tax reporting (Form 940, Form 941, Form W2)
– Form 1099 (Contractor)
– Filing
With Smart Balance CPA, your sensitive data is secure with multi-factor authentication and advanced encryption. We not only calculate your taxes but also file them with the right government agencies.
All documents of your team, be it W-2 or 1099, are signed and stored online. Your team can add multiple bank accounts for direct deposit.
Payroll
Our goal is to help you with all of your tax needs. For businesses, we focus on aligning to your strategies and developing structures that minimize the tax burden. For individuals, we aim to help you enhance and protect your wealth and prepare for wealth succession. Our tax services include Tax planning, Tax preparation, tax presentation. (ie. Form 1040, Form 1120, Form 1120 S, Form 1065, Form 990, Form 1099 etc.)
Tax Services we offer includes:
– Individual & Joint Returns
– Corporate & Partnerships Returns
– Sole Proprietorships Returns
– State & Federal Returns
– Information Returns Form 1099 (Other than Salary Income)
– Social Security Analysis
– Estate and Trust Tax Preparation
Taxation
We are here to provide you our end to end Net Suite services.
Our Modules expertise includes :
– Order to Cash
– Procure to Pay
– Record to Report
– Fixed Asset Management
– Banking
– Manufacturing
– Advanced manufacturing
– Demand Planning
– Supply Planning
– Material Requirement Planning
– Advanced Inventory Management
– Advanced Projects
– Advanced Revenue Management
– Suite Billing
– Zone Advanced Billing
– Customizations, Suiteflow, Suitecript 2.0
NetSuite Implementation, support services and customizations
We can independently vouch for Completeness and Accuracy of your data. We are here to provide you quality & timely review as well as assurance service. Our team have a great exposure in auditing the books of accounts.
Review and Assurance
Smart Balance CPA offers outsourced financial management and advisory services remotely. Instead of having a full-time CFO in-house, you can now access the same expertise on-demand basis.
Our Virtual CFO services includes :
– Ratio Analysis
– Financial Planning & Analysis
– Budgeting & Forecasting
– MIS Reporting
– Project Report
Virtual CFO
Our Transfer Pricing team provides you with the best compliance practice and addresses any transfer pricing concern within your Group. We offer integrated transfer pricing services- compliances, advisory and assistance in litigations.
Our Transfer Pricing services includes :
– Transfer pricing compliances
– Benchmarking support
– Setting pricing policy and review of inter-company agreement
– Preparation of 3-tier transfer pricing documentation i.e. local file, master file, and country by country report (CCB)
– Transfer pricing planning and advisory
– Representation before revenue authorities for tax litigations
– Support in preparation of sound tax litigation strategy and its implementation
– Assistance in advance pricing agreements (APA), Mutual Agreement procedures (MAP) and Safe Harbour Rules
Transfer Pricing
Reconciling is carried up after figuring out an discrepancy found in the financial records. The discrepancies are reported and reconciled. Thus it is required to effectively manage Audit eventualities, thereby allowing for a healthy maintenance of the company’s financial records.
Our Reconciliation services includes :
– Bank Statement Reconciliation
– Accounts Receivable Reconciliation
– Accounts Payable Reconciliation
– Paypal Reconciliation
– Credit Card Reconciliation
Reconciliation
CPA Firm Collaboration
In today’s rapidly evolving global business landscape, organizations are increasingly focused on optimizing their cost structures to drive profitability. Here at Smart Balance CPA, we excel at helping businesses achieve this goal.
We see that industry leaders, including the Big 6 and other top 50 US CPA firms, have established their delivery centers in India.
We are eager to explore the potential for collaboration with your esteemed CPA organization, which we believe could result in a mutually beneficial partnership. Our expertise spans a wide range of services, including bookkeeping, payroll management, taxation, audit and assurance, transfer pricing, and more.
We invite you to entrust us with small-scale projects initially, allowing you to experience the quality of our work firsthand. As our partnership grows, we can expand the scope of our collaboration to encompass a broader range of scope as well as services.
Take the First Step now and fill the below form, so we can connect with you soon.
Contact Us
Smart Balance CPA is here to provide you with more information, answer any questions you may have and set up a meeting with you. You can call us, send us an email or fill out the form below.
Connect with us
USA Office
India Office