Our Approach
U.S. Accounting & Tax Coordination supports established U.S. companies with reliable financial operations, clear reporting, and disciplined coordination around tax records.
For owners of established U.S. companies, we organise monthly bookkeeping, bank reconciliations, close routines and management reporting. Our team works with QuickBooks and Xero to connect the underlying records with profit-and-loss reporting, balance-sheet reviews and cash-flow monitoring. Depending on the agreed scope, deliverables include a monthly reporting pack, reconciliation schedules, an open-items list and a tax-document calendar.
We prepare supporting records and coordinate information requests with independent U.S. CPA firms for tax preparation and filing. The relevant tax professional determines the applicable federal and state requirements; Lev’s role is advisory and coordination-focused.
Read our U.S. accounting and tax guide, explore outsourced CFO services, or discuss your company’s bookkeeping and reporting needs.
Scope of Services
1. Monthly Bookkeeping & Close Support
Maintain organized monthly bookkeeping; support close routines and account reconciliations; establish a dependable reporting calendar; prepare management-ready financial information.
2. Financial Reporting & Management Information
Prepare recurring financial reporting packs; track key operating and financial measures; clarify reporting questions with management; support consistent documentation across the finance process.
3. Cash Flow Monitoring & Planning
Monitor cash movement and short-term liquidity; maintain practical cash-flow visibility; support forward-looking planning conversations; highlight timing considerations for management review.
4. Tax Records Preparation
Organize records and supporting schedules for tax preparation; maintain a clear document trail; coordinate information requests with management; prepare materials for independent tax professionals.
5. Independent U.S. CPA Coordination
Coordinate with independent U.S. CPA firms; facilitate timely exchange of records and questions; support management in reviewing requested information; keep responsibilities and deadlines clearly documented.
Leadership
Let’s discuss your U.S. finance operations
Discuss your monthly bookkeeping, reporting, cash flow monitoring, tax-record preparation, or coordination needs with our team.



