FiscalForge LLC
FiscalForge LLC
Books you can count on.
Our Services
Tailored Solutions for Your Business
Bookkeeping Services
1. Recording Financial Transactions
• Daily entry of income and expense transactions to appropriate accounts.
2. Accounts Payable (AP) Management
• Entering, tracking, and Vendor reconciliation.
3. Accounts Receivable (AR) Management
• Invoicing clients/customers.
• Tracking customer payments and aging reports.
4. Bank and Credit Card Reconciliation
• Reconciling bank, credit card, and loan accounts.
• Investigating and resolving discrepancies.
5. Payroll Support
• Recording payroll entries in books (if payroll is handled separately).
6. General Ledger Maintenance
• Ensuring transactions are recorded in the correct ledger accounts.
• Adjusting journal entries as needed
Payroll Services
1. Payroll Processing
• Processing employee payments (if payroll is included).
2. Payroll Tax Calculation and Filing
• Calculating and filing federal, state, and local payroll taxes.
3. W-2 and 1099 Preparation and Filing
• For employees and contractors
Financial Reporting Services
1. Monthly Financial Statements
• Balance Sheet
• Profit & Loss (Income Statement)
• Cash Flow Statement
2. Custom Financial Reports
• Job costing
• Project-based reports
• Department summaries
3. Trial Balance Preparation
• Preparation and review of trial balances to detect errors.
4. Budgeting and Forecasting Support
• Assisting in preparing annual budgets or financial forecasts.
Tax Planning Services
1. Sales Tax Filing & Recordkeeping
• Preparing and submitting sales tax returns.
• Maintaining supporting documentation.
2. Estimated Quarterly Payment Support
• We will provide notices when these payments are due with estimates for amounts to be paid.
3. Quarterly tax planning
• Regular reviews to adjust estimates and capture opportunities before year-end.
4. Year-round tax forecasting
• Estimating taxes due and modeling different income scenarios to avoid surprises.
Other Services
1. Accounting Software Setup & Training
• Setting up accounting systems like QuickBooks, Xero, etc.
• Training clients or staff.
2. Cleanup Services
• Fixing disorganized or outdated books.
3. Process Improvement/Automation
• Identifying and implementing ways to increase the efficiency of your business processes.
About Us
At FiscalForge LLC, we bring over a decade of hands-on experience from the fast-paced world of Fortune 500 finance and accounting. After years of leading month-end close, budgeting, forecasting, system integrations, and process automation initiatives in corporate environments, we stepped away to create something of our own—driven by a passion to help businesses run smarter, leaner, and more efficiently.
​
We founded FiscalForge to share the strategic insight and operational expertise we've honed, offering tailored financial solutions that empower growing organizations. Whether you're looking to streamline your processes, integrate new systems, or gain clarity in your financials, we're here to help forge your path forward with confidence.
