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Outsourced Accounting for US Businesses

Your books, monthly reporting & US tax filings — handled for you.

End-to-end bookkeeping, monthly close, decision-ready reporting, payroll, sales tax, and annual tax filings — for US businesses and foreign-owned US subsidiaries. We work directly with you, and every file is reviewed by a senior accountant.

Every file reviewed by a senior accountant before it reaches you.

Three steps, fully managed

1

Share access

Give us your books in your software — QuickBooks, Xero, or whatever you run. No flat-file exports, no migrations.

2

We produce & QC

We run the monthly close and build your reporting pack. Every deliverable is reviewed by a senior accountant before it reaches you.

3

You get a clear pack

A decision-ready monthly pack you (and your board or investors) can act on. Annual tax returns follow at year-end.

Decision-ready financials, handled end-to-end

A complete monthly production line — recurring every month, in your software, ready to act on — with annual tax filings handled at year-end.

Management Reporting Our edge

P&L, balance sheet, cash flow, and a KPI / dashboard pack — clean, decision-ready financials you actually read, not raw data entry.

Monthly Bookkeeping

Categorized books and bank reconciliations every month — the dependable foundation for a clean close.

Monthly Close

A disciplined, on-time close with workpapers and tie-outs you can trust.

Payroll

End-to-end payroll processing, withholdings, and year-end forms.

Multi-State Sales Tax

Registration, calculation, and filing across the states you sell in.

Annual Tax Filings

Federal and state annual returns — Forms 1120, 1120-S, 1065, and 1040 — prepared for your review and signature.

Built for owners & finance leads

Decision-ready, not data entry

Clean P&L, balance sheet, cash flow, and KPIs you can actually run the business on — finished reporting, not a pile of categorized transactions.

Works in your software

QuickBooks, Xero, and your existing stack. No flat-file handoffs, no rip-and-replace.

Reviewed before delivery

Every deliverable passes a senior accountant’s QC before it reaches you.

Named accountability

Your engagement is owned by Shamik Ukil, CA — not an anonymous offshore queue.

Secure & compliant

Encrypted file exchange, role-based access, and strict confidentiality on every file. Independent security certification is in progress; current practices available on request.

Cross-border ready

Built for foreign-owned US subsidiaries: FBAR, Form 5472, and DE / CA compliance handled.

Start with one month. Scale when you’re ready.

Most businesses start with a clean-up and a first monthly close to test fit, then move into full monthly service. No long-term lock-in — month to month.

Book a 20-minute fit call →

Trusted by US businesses

What owners and finance leads say about working with us.

I finally understand my numbers

“The monthly pack shows margin and runway at a glance. I make decisions on it instead of guessing.”
— Rachel Kim, Founder & CEO, e-commerce brand

One team, one cadence

“Bookkeeping, payroll, sales tax, and the annual return — I stopped chasing five vendors and just get a clean pack each month.”
— Daniel Mensah, COO, services business

Cross-border stress, gone

“As a foreign-owned US entity, Form 5472 and FBAR used to keep me up. Now it’s simply handled and filed on time.”
— Anika Sharma, Director, US subsidiary

How a 30-person company got a clean monthly close and board-ready reporting in 6 weeks

The company was months behind on the books with no reliable reporting. We ran a clean-up, stood up a repeatable monthly close, and delivered a board-ready reporting pack — bookkeeping, payroll, sales tax, and the annual return under one team. The result: a five-business-day close and reporting the leadership team now runs the business on.

Are you a CPA firm?

We also run white-label CAS production behind US CPA firms — books, close, and decision-ready reporting under your brand, for your clients. You present; we produce.

Explore white-label for firms →
White-label close & reporting
Under your brand · your clients
Your software, your stack
QuickBooks · Xero · no migrations
Senior-reviewed QC
Every file, before it reaches you

Let’s set up your monthly accounting.

Book a 20-minute fit call. We’ll map your books, software, and turnaround — and start small, month to month.

Book a 20-minute fit call → 20 minutes · No commitment · NDA on request
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Not a client yet? Book a free consultation →
Trouble signing in? Email [email protected]
Advisory Monks Portal
Dashboard
Good morning, Sarah · Monday, 2 March 2026
Cash Position
$142,350
↑ $8,200 vs last week
Next Deadline
Apr 15
Federal Q1 estimated tax
Reports Ready
3
February pack + 2 others
Open Items
2
Documents requested
Weekly Cash Report
● Live · March 2, 2026
Cash Balance
$142,350
↑ $8,200 since last Monday
Projected EOW
$138,100
After payroll & vendor pmts
THIS WEEK · MOVEMENTS
Client payment — Apex Design +$22,000
Bi-weekly payroll run -$11,400
AWS + SaaS subscriptions -$2,400
8-WEEK CASH TREND ($K)
J3
J4
F1
F2
F3
F4
M1
M2
Prepared by Akash Ukil · Advisory Monks Consulting · Every Monday 9am ET
Recent Reports
View all →
February 2026 Financial Pack
P&L · Balance Sheet · Cash Flow · Owner Dashboard
New
Q4 2025 Board Pack
CFO Narrative · KPI Dashboard · 13-Week Forecast
Ready
January 2026 Financial Pack
Delivered Feb 10, 2026
Ready
Payroll Summary — Q4 2025
W-2 & 941 reconciliation
Action
Upcoming Deadlines
All →
Mar
15
Form 941 — Q4 2025
Federal payroll tax deposit
13 days
Apr
15
Q1 Estimated Tax
Federal + CA state payments
44 days
Apr
15
1120S / 1065 Filing
Corporate income tax return
On track
Jun
15
Q2 Estimated Tax
Federal payment
On track
Messages
All →
SC
Akash Ukil
Your February pack is ready! Revenue up 14% — full commentary inside...
9:02am
RK
Rajan Kumar
I need your Q4 bank statement for the final account (Chase ×8821). Can you upload by Thursday?
Yesterday
NV
Neha Verma
Your 941 is filed and confirmed. IRS acknowledgment attached.
Feb 28
Recent Activity
February Financial Pack uploaded & ready to view
Today 9:05am
Document requested — Chase Q4 statement needed
Yesterday
Invoice #AM-2026-0054 generated — $5,000
Mar 1
Form 941 filed and IRS acknowledgment received
Feb 28
January books reconciled and locked
Feb 5
All Reports & Financial Packs
2026
February 2026 Financial Pack
Delivered March 2, 2026 · P&L · Balance Sheet · Cash Flow · Dashboard
New
Q4 2025 Board & Investor Pack
Delivered January 5, 2026 · CFO Narrative · KPIs · 13-Week Forecast
Ready
January 2026 Financial Pack
Delivered February 10, 2026
Ready
2025
December 2025 Financial Pack
Delivered January 10, 2026
Ready
November 2025 Financial Pack
Delivered December 10, 2025
Ready
Q3 2025 Board & Investor Pack
Delivered October 5, 2025
Ready
Invoices
All payments current ✓
Year to Date
$10,000
Monthly Rate
$5,000
Balance Due
$0.00
InvoiceDateAmountStatus
#AM-2026-0054
Mar 1, 2026
$5,000
Due Apr 1
#AM-2026-0041
Feb 1, 2026
$5,000
#AM-2026-0028
Jan 1, 2026
$5,000
#AM-2025-0112
Dec 1, 2025
$5,000
#AM-2025-0099
Nov 1, 2025
$5,000
Upload Document
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PDF, Excel, CSV, images up to 50MB · Encrypted

All Documents
14 files
TAX DOCUMENTS
2024 Form 1120S — Federal Return
Filed April 15, 2025 · PDF · 24 pages
2024 CA Form 100S — State Return
Filed April 15, 2025 · PDF · 18 pages
2024 W-2 Pack — All Employees
Issued January 31, 2025
COMPANY DOCUMENTS
Advisory Monks Consulting SOW 2025
Signed October 15, 2024 · DocuSign
Certificate of Formation — Meridian Tech LLC
Delaware · March 2022
Full Compliance Calendar — 2026
MARCH 2026
Mar
15
Form 941 — Q4 2025
Federal payroll tax return · IRS
13 days
Mar
25
Payroll Data Due to AMC
Please upload February payroll by this date
Action
APRIL 2026
Apr
5
Bank Statements Due
March statements — all accounts
Client Action
Apr
15
Q1 Estimated Tax Payment
Federal Form 1040-ES + CA 540-ES
On track
Apr
15
1120S / Corporate Return
Federal income tax return · IRS
In progress
JUNE 2026
Jun
15
Q2 Estimated Tax Payment
Federal + CA payments
On track
SEPTEMBER 2026
Sep
15
Q3 Estimated Tax Payment
Federal + CA payments
On track
Conversations
SC
Akash Ukil · Co-founder
Your February pack is ready! Revenue up 14%...
Today 9:02am
RK
Rajan Kumar · Senior accountant
I need your Q4 Chase bank statement...
Yesterday 3:15pm
NV
Neha Verma · Payroll
941 filed and confirmed. Ack attached.
Feb 28
SC
Akash Ukil
● Online · Your dedicated accountant
SC
Hi Sarah — your February financial pack is ready! Revenue came in at $186,400, up 14% vs January. Gross margin held at 58%. I've left some commentary in the Owner Dashboard section that I think you'll find useful before your board meeting. Let me know if you'd like to walk through it.
Today · 9:02am
SC
Thanks Akash! That's great news. Yes, let's do a quick walkthrough — I'll send a calendar invite for Thursday morning if that works.
Today · 9:18am
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