Financial diagnostics, GAAP or IFRS financial statements, tax planning, KPI training, and audit support for entrepreneurs and SMBs in the US and Latin America.

Review of financial statements and internal controls, verification of federal and state tax compliance, fraud risk assessment, and recommendation letters with an action plan.

An advisor reviews your situation and recommends the service or package you need. The first consultation is free and helps prepare a tailored quote. Serving clients in Elizabeth, NJ and Facatativá, Colombia.

Migration and setup for QuickBooks Online, Xero, NetSuite, or Odoo, bank reconciliation, invoicing, accounts payable and receivable, and balance sheet and cash flow reporting.

Preparation and filing of federal, state, and local returns with the IRS, income, sales, and payroll tax calculations, tax credits, and representation for tax notices.

Guidance on investments and annuities as part of U-Box financial services. Scope is established during the initial consultation.

U-Box advisory services on immigration, pensions, and retirement planning. Service details are established during the initial consultation.

A bundled package combining cloud accounting, taxes, and financial advisory at a discounted rate. Pricing is quoted based on your company's size and complexity.

Planning and budgeting services for individuals and businesses in the US and Latin America. Inquire about scope during your initial consultation.

General liability, property, E&O, D&O, and cyber risk policies, plus processing for commercial, health, environmental, food, or import licenses with renewal tracking.