Affluent Financial Services is a US-based accounting firm that provides professional services for small and medium-sized businesses. The company provides audit & assurance services, bookkeeping & accounting services, outsourced CFO services, payroll processing services, and tax planning & preparation services.
Affluent offers help with audit and assurance and provide an audit of financial statements (US GAAP, IFRS), internal audit, audit of employee benefit plans, review of financial statements, and compilation of financial statements.
Affluent provides accounting and bookkeeping services such as outsourced bookkeeping services, outsourced CFO services, and payroll processing & reporting.
Their CFO services include developing, maintaining, and improving Governance Standards. Also, they provide a sounding board to CEO/Founders, succession planning, and establishing advisory boards. Affluent help with vendor/ distributor due diligence and IT implementation. Additionally, they will assist with business plans, fundraising, business improvement, decision making, operational support, and deal assistance.
Affluent provides tax planning and preparation services such as individual tax return filing (Forms 1040, 1040A, 1040EZ, 1040NR, and 1040NR-EZ), C-corps tax returns (Form 1120), S-corps tax returns (Form K1), partnership tax returns (Form 1065), non-profit tax returns (Forms 990, 990EZ and 990N).
Advisory services provided by Affluent include business valuations, cash flow analysis, financial modeling & projections, business plan preparation, infrastructure development, accounting & financial reporting. Also, they offer advice on accounting policy, review of internal controls, complex business transactions, options & employee incentives, and bank or alternative financing. Moreover, Affluent will assist in securing venture capital funds for start-up acquisition or expansion financing and perform operations efficiency & effectiveness audits.