Services

Accounting & Finance

Our highly experienced and qualified accounting experts, CPAs, and financial managers can handle any accounting job you need to have done from bookkeeping to payroll management to accounting system automation.

Already have your own accounting team or CPA? We can work alongside your existing team to streamline your accounting processes and supplement the work being done by your team to free up resources to the broader, financial overview of your business needs.

At a glance

Scalable team, flexible support

We specialize in providing our clients with highly capable and experienced employees within the accounting and finance industry. Our team members are college-educated financial professionals with years of experience supporting multinational financial institutions and are competent in various software programs.

Intelassist accounting and finance team member

Typical Employee Background

Here’s the type of employee you should expect from our talent pool:

Education

Bachelor’s of Science in Accounting

OR

Bachelor’s of Science in Finance

Experience

5+ years of relevant work experience with full knowledge of general accounting, bookkeeping, auditing, taxation, billing, accounts receivable

Core Competencies

Working proficiency in accounting software (e.g., SAP)

Expert knowledge in Microsoft Office and Philippine and BPO financial and audit practices, standards, and principles

Support Areas in Accounting and Finance

We provide talented and dedicated employees ready to help. We support roles in the following areas.

Looking for something specific? Reach out to us about your requirements, and we’ll work out a solution.

  • Prepare customer invoices, credit memos, and statements
  • Customer estimates, if applicable
  • Job costing
  • Post customer payments
  • A/R report analysis
  • Establish a credit approval process
  • Perform customer credit checks
  • Collections
  • Prepare customer invoices, credit memos, and statements
  • Customer estimates, if applicable
  • Job costing
  • Post customer payments
  • A/R report analysis
  • Establish a credit approval process
  • Perform customer credit checks
  • Collections
  • Establish a purchasing system
  • Enter purchase orders, if applicable
  • Process vendor invoices
  • Cut vendor checks
  • Prepare 1099s
  • Fixed asset inventory list
  • Depreciation schedule
  • Recommend an appropriate payroll system
  • Process timesheets
  • Prepare payroll
  • Prepare monthly, quarterly, & annual payroll tax reports
  • Prepare W-2 forms
  • Reconcile bank and credit card statements
  • Prepare adjusting journal entries
  • Prepare customized financial statements
  • City and state B&O tax returns
  • Profitability analysis business income tax returns
  • Budget preparation
  • Variance analysis
  • Cash flow – historic and projected
  • Bill paying
  • Quarterly estimated tax payments
  • Budgeting
  • Cash flow projections
  • Income & Expense reports – see where your money actually goes
  • Personal net worth statements
  • Individual tax returns
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How can we help?

Get in touch with one of our local experts today. We typically respond within 24 hours.

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