Services Offered

At Bhakta & Co., comprehensive financial services are provided to streamline business operations and ensure accurate, timely financial reporting. Bookkeeping services include transaction categorization, bank reconciliations, and the preparation of monthly or quarterly financial statements, offering a clear view of a business's financial health. Whether for small businesses or entrepreneurs, precision is applied to manage books, allowing clients to focus on growing their business with confidence.

In addition to bookkeeping, tax filing assistance is available to navigate the complexities of tax season. Financial records are organized, ensuring all necessary documents are in place for an efficient, stress-free filing process. Payroll assistance is also offered, handling employee payroll, tax withholdings, and timely payments to ensure employees are paid accurately and on time. Notary services are provided as well, including the notarization of legal documents such as acknowledgments, jurats, and affidavits — offered both in-person and remotely for added convenience. With Bhakta & Co., clients receive personalized, one-on-one service from a partner who understands their financial needs and goals—all in one place.

  • Bhakta & Co. provides detail-driven, reliable bookkeeping services tailored to small businesses and entrepreneurs who value financial clarity. These services are designed to free up your time, ensure compliance, and help you make smarter business decisions backed by accurate data.

    These are the following services provide:

    Set-Up: Establishes a solid foundation for a business’s financial systems. Whether starting from scratch or transitioning to a more efficient setup, bookkeeping software (e.g., QuickBooks) is implemented, a customized chart of accounts is created, and financial processes are streamlined. This ensures that books are organized from the outset, laying the groundwork for long-term financial success.

    Clean Up: Restores order to disorganized or inaccurate financial records. Discrepancies are identified, accounts are reconciled, and errors are corrected. As a result, financial records become accurate, up-to-date, and ready for tax filing or strategic analysis—delivering the clarity needed to move forward with confidence.

    Month on Month: This ongoing service keeps financial records consistently accurate and organized. Each month, transactions are categorized, accounts are reconciled, and financial statements are prepared, providing a clear overview of business performance. This ensures readiness for tax season and informed business planning through timely, reliable financial data.

  • Tax assistance provides thorough tax filing assistance by organizing and updating financial records, reviewing income, expenses, and relevant data to ensure accuracy. All necessary documents, including receipts, invoices, and prior-year returns, are properly prepared for filing. This streamlined approach minimizes errors, reduces audit risk, and maximizes deductions, making tax filing efficient and stress-free.

  • Payroll assistance guarantees that employees are paid accurately and in a timely manner. All aspects of payroll are handled, including calculating wages, managing tax withholdings, and preparing payroll reports. The service ensures that payroll is compliant, streamlined, and error-free, allowing businesses to focus on growth.

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