Our Services
At Crestsix, we offer tailored accounting and finance outsourcing solutions designed to help your business grow, Reduce costs, increase efficiency and scale with confidence. Whether you are a startup or a growing firm, our team is your reliable backbone.
Bookkeeping Services
Issuing Customer Invoices
Processing Customer Payments
Recording Bank
Entries
Entering Daily Sales Records
Documenting Vendor Bills
Recording Credit Card Entries
Documenting Sales from Bank Deposits
Executing Vendor Payments
Recording Cash
Entries
Reconciliation and Reporting Services
Reconciling Revenue with POS Systems
Bank
Reconciliation
AR Aging
Analysis
Reconciling Revenue with Merchant Statements and Bank Deposits
Credit Card
Reconciliation
AP Aging
Analysis
Reconciling Vendor
Statements
Sales and Use
Tax Reconciliation
Preparation of Financial
Work Papers
Month-End and Year-End Close
Fixed Asset Management incl. Depreciation & Amortization
Calculating & Recording
Accruals
Loan
Adjustments
Variance & Comparative
Analysis
Reconcile Intercompany Accounts
Prepayments
Period-End
Adjustments
Preparation of Financial Statements
Inventory
Management
Deferred Revenue
Review of Financial
Statements
Tax Preparation and Compliance
Preparing & Filing Sales and
Use Tax
Business Tax Returns
(1065, 1120, 1120S)
Preparing and Filing 1099 & IRS Form 1096
Individual Tax Returns
(1040, 1040NR)
Preparing and Filing W-2 & IRS Form W-3
Preparing CPA Work Papers for Year-End Review/Audit
Virtual CFO Services
Financial Statements
Review
Loan
Adjustments
Variance & Comparative
Analysis
Strategic Period-End Adjustments
SOP Design and Implementation
Workflow Design
Workflow Implementation
Workflow Automation
Payroll and AP/AR Management
Payroll
Processing
AP Aging
Analysis
Recording
Payroll Entries
AR Aging
Analysis
Payroll Quarterly Reconciliation (Form 940, 941, state forms)
What Our Clients Say
Confidential | Bookkeeping Catch-Up for 12 Months Challenge
Client had a 12-month backlog in QuickBooks Online with messy transaction entries and missing documentation. Solution: Our team completed a full clean-up, re-categorized over 6,000 transactions, and reconciled all accounts month-wise. Result: Books were tax-ready within 3 weeks - allowing the CPA to file on time and avoid penalties.