Our Services

Expert financial solutions for your business needs.

a remote control sitting on top of a table next to a book
a remote control sitting on top of a table next to a book
a glass jar filled with coins and a plant
a glass jar filled with coins and a plant
Accounting

  • Recording daily financial transactions

  • Bank and credit card reconciliations

  • Expense tracking and categorization

  • Trial balance preparation

  • Profit & loss & Balance sheet

  • Monthly, quarterly, and annual financial reports

401(k) administration

  • 401(k) Plan Administration

  • Custom Plan Proposals

  • Contribution Calculations & Monitoring

  • Form 5500 Preparation & Filing

  • Compliance Support & Documentation

  • Coordination with CPAs, TPAs & Advisors

a laptop computer sitting on top of a wooden desk
a laptop computer sitting on top of a wooden desk
Back-Office Finance Support Services

  • Entry and updating of accounting and financial data into software (QuickBooks, Xero, Excel, etc.)

  • Recording invoices, bills, receipts, and transaction details

  • Updating client information and account records

  • Importing and exporting data between platforms

  • Regular data verification and accuracy checks

FAQs

What services do you offer?

We offer accounting, 401(k) support, and other finance back-office support.

How can I contact you?

You can reach us via email or phone anytime.

What is your pricing structure?

Our pricing is competitive and tailored to your needs.

Are your services customizable?

Absolutely, we tailor services to fit your needs.

Projects

Tailored financial solutions.

An image showcasing a team collaborating on financial projects.
An image showcasing a team collaborating on financial projects.
Our Work

Delivering precise financial services for business growth.

A visual representation of successful financial project outcomes.
A visual representation of successful financial project outcomes.
Success

Empowering businesses through expert financial management.

Contact

Workwithus@upstagetax.com

(555) 123-4567

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