FinzTrek Consultants
Practical Financial Advice You Can Count On
Invest your time and efforts on running your business. Leave the accounting to me.
- Trusted
- Experienced
- Professional
Services
What I do
Acommon misconception among small and mid-sized business owners is that accounting is an unnecessary expense. This oversight can be costly, as neglecting accurate financial tracking often hides critical areas of financial leakage, leading to significant financial losses and missed opportunities for improvement and growth.
Are you missing these opportunities and facing losses?
- Profitability & Efficiency: Identify profit drivers, pinpoint inefficiencies, and improve bottom line.
- Cash Flow Management: Ensure sufficient cash flow to meet obligations.
- Informed Decision-Making: Guide investment, pricing, and resource allocation.
- Tax Compliance: Ensure tax compliance and avoid penalties.
- Investor Confidence: Build trust with investors and lenders.
- Fraud Prevention: Detect and prevent fraudulent activities.
Focus on growing your business—leave the numbers to me! As a trusted accounting partner for small and mid-size businesses, I offer tailored bookkeeping, tax planning, payroll management, and financial reporting designed to save you time, reduce stress, and maximize profitability. With transparent pricing, proactive insights, and a deep understanding of your industry’s challenges, I help you make smarter financial decisions and stay compliant. Let’s turn your financial data into actionable strategies so you can scale confidently. Reach out today—your bottom line deserves expert care.
01.
Bookkeeping & Financial Record Maintenance
What it is: Systematic tracking of daily financial transactions (sales, expenses, invoices, receipts) and reconciling accounts.
Key features:
Categorize income/expenses for clarity.
Maintain organized records for audits or loans.
Use cloud-based tools for real-time updates.
02.
Tax Planning & Preparation
What it is: Proactive strategies to minimize tax liabilities and ensure accurate, timely filings.
Key features:
Identify deductible expenses you might miss.
File federal/state income tax, sales tax, and payroll tax returns.
Avoid penalties with deadline reminders.
03.
Financial Reporting & Analysis
What it is: Transforming raw data into actionable insights through reports like Profit & Loss (P&L), Balance Sheets, and Cash Flow Statements.
Key features:
Customized reports tailored to your goals.
Highlight trends (e.g., seasonal slumps, rising costs).
Benchmark performance against industry standards.
Why Choose Me
Hello, I’m Soumen Pal, Founder & CEO of Finztrek Consultants. With a passion for helping businesses thrive, I established Finztrek to offer exceptional bookkeeping and tax services tailored to the unique needs of small and medium-sized enterprises in the US. I bring over 10 years of experience in the accounting domain to the table, having served clients across various sectors, including CPA firms, multinational corporations, and small businesses.
Why Partner With Us?
Small and mid-size businesses thrive when they have accurate numbers, strategic insights, and more time to focus on growth. Our services are designed to:
Save you time: No more late nights over spreadsheets.
Reduce stress: Compliance and deadlines handled for you.
Boost profits: Uncover hidden opportunities in your finances.
Let’s turn your accounting from a chore into a competitive advantage.
Accurate Record Keeping
Always On Time
Experience the peace of mind that comes with our reliable bookkeeping services. We prioritize timely and accurate financial record-keeping, allowing you to focus on growing your small or mid-sized business.
24/7 Availability
24/7 real-time support for bookkeeping services ensures that your financial records are always up-to-date and accurate, regardless of time zone or business hours. For your convenience, we offer 24/7 WhatsApp support, enabling clients to easily access real-time information and get their questions answered promptly.
Testimonials
What My Clients Say?
