Bookkeeping and tax services, powered by CharFlo.
CharFlo organizes and checks the work while Charcounting professionals complete the bookkeeping, financial reporting, tax preparation, filing, and ongoing support.
Bookkeeping & categorization
Bank and card statements and receipts are read, reconciled against one another, and sorted into an industry-specific chart of accounts. Duplicates are removed; anything uncertain becomes a question for a person, never a guess.
Reconciliation & financial statements
Profit & loss, balance sheet and cash-flow reports from a clean ledger or trial balance. The arithmetic is deterministic and independently checked: totals balance, or the discrepancy is shown plainly. We never force books to balance by inventing figures.
Tax preparation & filing
Tax documents are organized against current published guidance, with flags, questions, and citations surfaced for review. A qualified tax professional determines tax treatment, calculates liability, prepares the return, and files it with the appropriate tax authority.
Client portal & secure vault
A private, access-controlled space to upload documents, follow the status of your books, answer questions and message the firm. Uploads arrive through a controlled inbox the firm reviews before anything enters the workflow.
Bank-connection intake
Where you choose, accounts can be connected to bring in transaction history through a secure, client-authorized, read-only connection when that capability is enabled for the engagement. You start it and can disconnect it. The connection cannot move money.
Firm knowledge & research
The platform maintains a firm knowledge base and retrieves cited reference material to support review work, so guidance and prior decisions stay consistent across engagements.