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GreenRock Financial provides a wide range of services to individuals and businesses in a variety of industries. At GreenRock Financial, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

Tax Preparation & Management Services

At GreenRock Financial, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Bookkeeping & Payroll Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. GreenRock Financial®'s accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

• General ledger and financial statement preparation
• Bookkeeping (Monthly, quarterly, or annual)
• Accounting system setup and support
• Payroll processing
• Cash flow budgeting and forecasting
• Personal financial statements

We can set up financial reports for your view to streamline your business and save your valuable time. These reports are important tools that can guide your business in making financial decisions, planning, and evaluating performance.

In addition, GreenRock Financial®'s payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

Reviews and Compilation

GreenRock Financial®'s financial statement services comprise two levels of assurance depending on your company's needs:

• Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.
• Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, GreenRock Financial® can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

IRS Representation (coming soon)

Professional representation can be vital during an audit, and the choice of a firm with experience with tax authorities is critical to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you will soon find with our firm can put many of your worries at bay. We will be ready and willing to answer any and all questions the IRS may be asking of you.

Business Process Analysis

Business Process Analysis (BPA) is a methodology for the analysis of a business with a view to understanding the processes and improving the efficiency and effectiveness of its operations. It describes the processes involved, parties participating, information exchanged and documents produced.

Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. GreenRock Financial® can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. GreenRock Financial® combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

© 2020 GREENROCK FINANCIAL GROUP, INC. All Rights Reserved
7380 W Sand Lake Road, Suite 500 (5th floor)
Orlando, FL, 32819
TEL: 407-965-0089
contact@greenrocktax.com