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La asesoría de Ana para crear nuestra empresa me proporciona gran tranquilidad. Porque ella está atenta de los detalles para evitar errores.
Ana is a great adviser and guide. She is patient, kind and very knowledgeable, specially when dealing with delicate IRS issues.
Ana hace sencillo lo más complicado, evita que pierda mi tiempo en cosas que no son mi especialidad.
Yes... We can do magic for you
ANA M. ECHEVERRI
MBA, EA - Founder
Ana was born in Pereira, Colombia. She attended the University of Turabo (Ana G. Mendez in Orlando) and earned her Bachelor of Accounting (summa cum laude) to continue with the Masters (MBA) in Finance at the Metropolitan University of Puerto Rico, obtaining an award for her academic performance and a special award from the University Ana G. Mendez for maintaining a 4.0 (GPA) throughout her academics. Along with all of these studies, she obtained her Enrolled Agent License which allows you not only prepare taxes, but represent people before the IRS.
Our specialty are accounting, payroll and tax and finance for small business and self-employed individuals. We go beyond the numbers, providing proactive assistance in order to enhance our client’s profitability.
We do it, in a responsible way based on integrity, objectivity, confidentiality, following laws and regulations, and supported by continue education
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We go beyond the numbers,
providing proactive assistance in order to enhance our client´s profitability.
AA Works with the client (individuals and business), since tax planning until the preparation of comprehensive tax returns with strategies that minimize the tax liabilities, maximize the cash return and keep the client’s matters on track to their financial goals.
Our bookkeeping services include organization of day-to-day recording, reconciliations of bank statements, generation of financial statements, cleaning up of general ledger, management of accounts payable and receivable, sales tax processing and other financial reporting as needed.
AA gives peace in mind running the payroll process, with timely payments and preparation of all employer federal and state taxes.
We keep constant financial analysis for managerial purposes, so clients can understand, interpret and utilize the information given in the financial statements. We track source and uses of cash, comparing to budget and presetting a forecasting. Our goal is improve the client business’s profitability, and forecast for the future success.
Individuals are a business by self. In order to get good financial situation, we can help to evaluate and plan for immediate and future personal goals and needs. We help on choosing the type of business structure that is most advantageous for the client. Whenever the client has a question or concern, we are able to listen and help. Always our consultations are included in the services.
(Setup and support) Our company helps to buy the right software that cover the business needs. Then we install and assist with the initial setup including preferences, lists, customers, vendors, employees, banking and reports. We train the personal in charge of day-to-day tasks. Also, adjustments or reclassifications needed for accurate financial reports.
Our most demanded
We keep constant financial analysis for managerial purposes, so clients can understand, interpret and utilize the information given in the financial statements. Our goal is provide reliable and timely information to improve the client business’s profitability, and forecast for the future success.
Accounting and Payroll
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If you have any doubts about taxes, accounting, payroll and finances. Please contact us and we will pleased to help you