Business Owners and Not-for-Profit Executives:
Are you ready to save time and add a strong support network to your business or organization?
Whether you are a growing or well-established business OR a not-for-profit, Mehta and Associates can
provide the bookkeeping, payroll, tax and internal accounting services you require. If you are
for consistency and continuity for your organization’s accounting and financial practices, we offer
stress-free, economical, long-term solution. An experienced, certified team including a dedicated bookkeeper with CPA oversight
A proven, secure cloud-based technology platform
Monthly advisory and financial reporting
Work flow improvement and financial controls
No interruption in service as a result of staff turnover, vacation or illness
Our bookkeeping services are fully-customized and scalable based on your changing requirements.
you will always have timely, up-to-date information and current financial reporting.
Our bookkeeping services include:
Our solution is ideal if you want to focus on growing your business with the confidence that we will
take care of your bookkeeping, tax, compliance and accounting.
Business owners and nonprofit management truly appreciate the monthly advisory and financial
reporting we include in our packages. Our approach will modernize your bookkeeping systems and give
you quick and easy access to your key performance indicators.
Mehta and Associates’ Bookkeeping & Accounting Packages Can Include:
Correct set of up your Chart of Accounts
Bank / Credit Card Reconciliations
Monthly Financial Reporting
Factoring (efficient reconciliation of factored receivables)
Year End Support: Includes working papers and support for the preparation of your year-end
Year End Audit Support: for a more efficient, less costly audit
Consultation with a Chartered Professional Accountant (CPA) for business advisory on topics like
cash flow management, financing, liquidity and operating activities
Data migration from other accounting software applications (including Tally / QuickBooks
Set up and training for our cloud accounting platform
24 Hour (or better) response time
Accounting services like year-end financial statements, corporate and personal tax returns
Tax estimates: Ideal for growing companies
Regular business health checks
Assistance with new projects (e.g. Do you expect capital needs? Need to update your financing?
Do you anticipate any mergers, purchases, divestitures, recapitalizations or reorganizations in
the near future?)