FINANCIAL SERIVICES

Accounting & Bookkeeping Services

Many business owners view bookkeeping as a chore, but at Excel Tax and Financial Solutions, we see it as a roadmap. Accurate books are the foundation of every successful business. Our accounting team doesn't just record transactions; we organize your financial life so you always know exactly where your money is going and how your business is performing. 

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Whether you are a local small business or a growing corporation, we provide a clean, audit-ready financial trail. We utilize the latest cloud-based accounting technology to ensure your data is secure, accessible, and 100% accurate

General Ledger & Daily Bookkeeping :

The secret to a stress-free tax season is clean books throughout the year. We handle the daily tasks that keep your business running smoothly. From bank reconciliations to expense categorization, we ensure every penny is accounted for.

  • IconBank & Credit Card Reconciliation Reconciliation
  • IconAccounts Payable/Receivable
  • IconTransaction Categorization

Financial Statements & Reporting :

Numbers are useless if you can’t read them. We provide easy-to-understand monthly and quarterly reports that show you the "big picture" of your business health.

  • IconProfit & Loss Statements
  • IconBalance Sheets
  • IconCash Flow Statements
  • IconCustom Financial Analysis

Payroll Services 

Your employees are your most valuable asset. We ensure they are paid on time, every time, while handling all the tax complexities that come with it. We manage the filings, the withholdings, and the compliance so you don’t have to.

  • IconDirect Deposit & Physical Check Processing
  • IconQuarterly and Annual Payroll Tax Filings (940, 941, W-2, W-3)
  • IconEmployee Portal Setup for easy access to paystubs
Financial Services

Is your software set up correctly? Many businesses struggle because their QuickBooks or Xero was never configured properly. We offer Accounting System Setup to ensure your software works for you, not against you

Book A Free Consultation
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435

BUSINESS SERVED

1434

TAX FORM PREPARED

700

PAYROLL SETUP

441K

$ SAVED EARLY

150+

TAX PROFESSIONALS