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Our work process is designed to provide you with efficient and comprehensive financial services. Here’s how we work:

These are just a few examples of the comprehensive accounting services we provide. At Numera, we tailor our services to meet your specific needs, ensuring that you receive the highest level of support and expertise in managing your financial matters.

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Month-To-Month Bookkeeping

Our bookkeeping services encompass the accurate recording, organizing, and maintenance of your financial transactions. We handle tasks such as recording income and expenses, reconciling bank statements, maintaining general ledgers and producing Financial Reports. By keeping your books in order, we provide you with a solid foundation for financial decision-making.

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Accounts Receivable Management

Our Accounts Receivable Management service is designed to streamline and optimize your collection process. We take care of generating and sending out accurate and professional invoices to your customers, ensuring timely payments. With our expertise, we follow up on outstanding invoices, handle customer inquiries, and implement effective collection strategies to improve your cash flow and reduce delinquencies.

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Accounts Payable Management

Our Accounts Payable Management service is designed to simplify and streamline your payment processes. We handle the entire accounts payable cycle, including invoice processing, verification, and payment disbursement. Our team ensures that your vendors are paid accurately and on time while maintaining proper documentation and adherence to internal controls. By outsourcing your accounts payable to us, you can focus on core business activities while enjoying improved efficiency and cost savings.

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Sales Tax Reporting

Our Sales Tax Reporting service helps businesses comply with complex sales tax regulations. We accurately calculate sales tax liabilities based on applicable rates and regulations, ensuring compliance with local, state, and national tax laws. Our team prepares and submits sales tax returns on your behalf, minimizing the risk of errors and penalties. With our expertise, you can navigate the intricacies of sales tax reporting with ease and peace of mind.

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Tax Planning and Preparation

Our tax experts provide comprehensive tax planning and preparation services to minimize your tax liabilities while ensuring compliance with tax laws. We keep up-to-date with the latest tax regulations and leverage various strategies and deductions to optimize your tax position. From individual tax returns to corporate tax planning, we have you covered.

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Budgeting and Forecasting

Our budgeting and forecasting services help you plan for the future and make informed business decisions. We work closely with you to develop realistic budgets, forecast cash flows, and set financial goals. By monitoring actual performance against projections, we help you identify areas where adjustments are needed to stay on track.

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Audit Support

In the event of an audit, our experienced team provides audit support services to assist you throughout the process. We help gather necessary documentation, respond to inquiries, and ensure compliance with audit requirements, minimizing disruption to your business operations.

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CFO Services

For businesses in need of high-level financial expertise, we offer virtual CFO services. Our experienced professionals act as your Chief Financial Officer, providing strategic financial guidance, overseeing financial operations, and assisting with financial planning and decision-making.

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Let's Talk

contact us

Contact us today to learn more about how Numera can help you achieve your financial goals. We look forward to working with you and contributing to your success.

Headquarters

5500 Executive Center Dr. Suite 142 Charlotte, NC 28212

Call

(980) 920-5917

Email

kenia@numerabooks.biz

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