Vivian Wan, CPA, PA
Services for Profit Business:
  • Prepare custom financial reports on monthly, quarterly or annually basis.

  • Full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

  • Offers cash flow and budgeting analysis that can help you minimize cost overruns, minimizing non-performing expenses.

  • Recommend the most advantageous form of business entity.

  • Offer a full range of tax planning and compliance services, also prepares all federal, state and local tax returns for profit and not-for-profit business.

  • Offer complete payroll preparation and payroll tax reporting services.

  • Offer a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.

  • Provide accounting system and internal control evaluation.

  • Offer Quick Book accounting software set-up, training and technical support.


Services for Not-for-Profit Business:

  • Offer A full range of accounting services geared to the specific organizational and accounting needs of not-for-profit organizations.

  • Evaluate and recommend improvements in accounting systems, including budgeting and internal control system.

  • Assist with drafting and implementing accounting, procurement and cost allocation policy.

  • Provide consultancy on cost allocation, grant compliance, direct and indirect rate calculations.

  • Prepare tax return and sales tax filings.

  • Assist in audit preparations.