CrownGlobe

Access scalable bookkeeping and accounting support, maintain organized records, and gain timely financial reporting without building a full in-house team.

Bring overdue or inaccurate books current with reconciled records, recovered documents, period-by-period statements, and a handoff routine.

Help establish an LLC structure, organize financial operations, and manage ongoing tax and compliance requirements.

Organize S-Corp taxes, payroll, and books to support compliance, accurate financial reporting, and informed decisions.

Build organized, tax-ready financial systems that support C-Corporation compliance, investor reporting, and business growth.

Organize U.S. accounting and compliance for foreign-owned businesses and support tax-ready reporting and cross-border operations.

Prepare and file federal and state returns, review eligible tax benefits, and manage deadlines and multistate filing obligations.

Prepare business tax returns with compliance support, eligible tax savings, and assistance managing deadlines and notices.

Manage multistate sales tax registrations, filings, deadlines, and documentation as business operations expand.

Gain financial visibility, plan cash flow and growth, and make informed decisions without hiring a full-time CFO.

Automate recurring finance work to reduce manual effort, improve reporting speed, and provide clearer financial visibility.

Turn financial data into clear dashboards and management insights to support informed business decisions.

Manage payroll, taxes, benefits, and multistate requirements while keeping payroll records organized.

Review financial records for accuracy and help prepare the business for the new fiscal year.

Connect sales, payouts, inventory costs, and channel reporting to clarify profitability and support stock and growth decisions.

Remote Accounting & Bookkeeping Services

CrownGlobe provides remote accounting support using QuickBooks, Xero, and cloud accounting tools. The service combines system setup, transaction recording, reconciliations, receivables and payables tracking, recurring close processes, and financial statement preparation. Support can include payroll coordination, tax-preparation coordination, reporting, and financial guidance. The engagement scope, responsibilities, reporting schedule, and accounting basis are agreed with the business, and support can scale from bookkeeping to more advanced advisory work.

Category: Accounting Services

• Keep Financial Records Organized And Current
  Recurring bookkeeping helps maintain organized, current records as a basis for reconciliations, close, and reporting.
• Reconcile Accounts And Close On Schedule
  Regular reconciliations and a defined close process help identify discrepancies and support consistent reporting periods.
• Review Financial Results And Positions
  Consistent reports and supporting schedules help owners, managers, lenders, and investors review financial performance and balances.
• Improve Financial Reporting Readiness
  Reviewing source records and addressing necessary adjustments helps prepare more complete information for reporting and review.
• Configure And Transition Accounting Systems
  System setup and data transition support help organize records and workflows for ongoing accounting work.
• Track Amounts Due And Owed
  Aging schedules and organized workflows make incoming receivables and upcoming payables easier to review alongside cash balances.
• Access Accounting Support Remotely
  Cloud tools and planned handoffs support remote access to financial information and continuity of accounting work.
• Scale Accounting Support As Needs Change
  A defined engagement can adapt to changing accounting needs without requiring a full in-house accounting team.
• Prepare Organized Records For Handoffs
  Structured records and supporting schedules help accountants and tax preparers review financial information and address year-end requests.
• Organize Records For Payroll And Tax Review
  Coordination with payroll and tax professionals helps connect supporting records with the accounting workflow.

Catch-Up Bookkeeping

CrownGlobe’s catch-up and clean-up bookkeeping service brings overdue or inaccurate books up to date. The team assesses open periods and available source data, then provides a fixed price before work begins. It reconciles accounts month by month, recovers missing records, corrects transaction coding and duplicates, and records period-end adjustments. Each period is closed separately, with statements and supporting documents prepared for review and tax or lender requests. The service includes a handoff with a written routine for keeping books current.

Category: Bookkeeping Services

• Reconcile And Correct Historical Records
  Period-specific reconciliation and transaction cleanup help establish supported balances and more useful financial reports.
• Recover Missing Historical Records
  Recovered source documents help rebuild and support historical financial records.
• Close Periods And Prepare Statements
  Separate period closes and statements provide organized records for review, tax preparation, or lender requests.
• Define Scope And Cost Up Front
  An initial assessment clarifies the backlog and available records before the work starts.
• Prepare Records And Maintain Bookkeeping
  Organized documentation and a practical handoff routine support review and help prevent the backlog from returning.

LLC Accounting and Tax Support

CrownGlobe provides LLC formation, accounting, tax setup, and compliance support. Services include EIN registration, state filings, operating agreement setup, registered agent services, and guidance on tax elections such as S-Corp status. The team can help with annual filing requirements, licenses and permits, multi-state registration, and transitions from a sole proprietorship or partnership. Bookkeeping and tax services can be integrated to support ongoing financial management and tax readiness.

Category: Accounting Services

• Plan LLC Tax Treatment And Reporting
  Review tax options and organize reporting according to the LLC’s tax status and applicable filing requirements.
• Establish Your LLC
  Get support with LLC paperwork and state registration.
• Set Up Tax And Banking Records
  EIN and tax setup support helps prepare the LLC for tax and banking needs.
• Manage Ongoing LLC Requirements
  Compliance support helps track recurring filings and registration requirements.
• Connect Bookkeeping With Tax Support
  Integrated services support ongoing financial management and tax preparation.
• Document And Establish LLC Arrangements
  An operating agreement clarifies ownership and management, while transition support helps move an existing business to an LLC structure.

S-Corporation Services

CrownGlobe helps businesses set up and manage S-Corporation structures through eligibility review, Form 2553 election coordination, payroll setup, bookkeeping, and ongoing compliance support. Services include support for LLC-to-S-Corp elections, reasonable salary documentation, monthly close, profit and owner distribution tracking, and financial reporting. CrownGlobe also prepares books and schedules for Form 1120-S and K-1 reporting and provides year-end readiness support.

Category: Accounting Services

• Review And Coordinate S-Corp Elections
  Eligibility review and election coordination help businesses organize the steps needed to seek S-Corp tax treatment.
• Organize Payroll And Salary Records
  Payroll workflows and compensation documentation support organized records for shareholder-employee wages and distributions.
• Maintain Accurate Monthly Books
  Reconciliations and recurring reporting help keep S-Corp accounting records organized and current.
• Prepare For S-Corp Tax Filing
  Tax planning and organized schedules support Form 1120-S and K-1 preparation.
• Maintain Year-Round Readiness
  A regular reporting and documentation cadence helps prepare records for compliance needs and year-end tax work.
• Track Profits And Distributions
  Organized records help distinguish profit and owner distribution activity.

C-Corporation Services

CrownGlobe helps businesses establish and maintain accounting and reporting systems for C-Corporations. Services include formation coordination and accounting setup, monthly bookkeeping and close processes, Form 1120 readiness, dividend and distribution tracking, and investor-focused reporting. The team also supports LLC-to-C-Corp transitions and organizes financial systems for fundraising and compliance needs.

Category: Accounting Services

• Prepare Records For Corporate Tax Filing
  Organized records and tax workflow support help businesses prepare for corporate reporting requirements.
• Maintain Consistent Monthly Financials
  Regular reconciliations and financial statements help keep records current for tax, financing, and planning needs.
• Support Distribution Records And Investor Review
  Clear distribution records and structured financial reporting help prepare businesses for investor discussions and fundraising review.
• Evaluate And Transition To A C-Corp
  Suitability and transition support helps align accounting workflows with the business structure.
• Align Accounting With Formation
  Accounting setup coordinated with formation helps establish a financial and reporting foundation.

Foreign Company Accounting and Tax Support

CrownGlobe provides accounting and compliance support for foreign-owned businesses operating in the U.S. Services include bookkeeping, reconciliations, monthly close, financial reporting, withholding documentation, Form 1120-F readiness, multi-state operations support, and cross-border reporting coordination. The service helps businesses classify income, organize tax documentation, and maintain structured records for U.S. compliance and management decisions.

Category: Accounting Services

• Clarify Income And Withholding
  Income classification and withholding review supports more organized handling of cross-border payments.
• Maintain Valid W-8 Documentation
  Organized withholding documentation supports foreign status, applicable treaty claims, and withholding treatment.
• Organize Records For U.S. Tax Reporting
  Accounting records and supporting schedules help address applicable foreign corporation and withholding reporting requirements.
• Organize Cross-Border Financial Records
  Structured books and recurring reports support applicable tax, audit, and management review needs.
• Map State Registration Needs
  Reviewing operations across states helps businesses organize information relevant to potential registration filings.
• Organize Onboarding And Compliance Records
  Company documentation and periodic reviews help keep onboarding and compliance records organized as operations change.

Individual Tax Filing

CrownGlobe prepares personal federal and state tax returns, including required multi-state filings. The service identifies applicable filing states based on residence, work locations, and residency changes; carries federal figures into state returns; and reviews eligible deductions and credits. The team electronically files returns, tracks deadlines, coordinates state payments and refunds, and provides support for state notices, audits, and amended returns.

• Prepare Federal And State Returns
  Federal and state return preparation coordinates applicable tax information across filings.
• Coordinate Required State Filings
  Reviewing state obligations and applicable credits helps manage filings when residence or income spans multiple states.
• Review Eligible Deductions And Credits
  A review of applicable tax benefits helps identify deductions and credits available under the taxpayer’s circumstances.
• File Returns And Track Deadlines
  Electronic filing and deadline tracking support timely submissions and organized filing obligations.
• Manage State Tax Follow-Up
  Support with notices, audits, amended returns, payments, and refunds helps manage post-preparation state tax tasks.

Business Tax Filing

CrownGlobe provides business tax preparation and filing for sole proprietorships, LLCs, partnerships, S-Corporations, C-Corporations, nonprofits, and other entities. Its CPAs review business records, calculate taxable income, apply eligible deductions and credits, and prepare federal and state returns. The service also supports EIN setup and registrations, payroll tax filings, K-1 reporting, reasonable compensation planning, and nonprofit compliance. The process includes consultation, document collection, return preparation, client review, electronic filing, and post-filing help.

• Prepare Returns For Multiple Business Structures
  Entity-specific return preparation supports applicable federal filing requirements.
• File Federal And State Returns
  Coordinated preparation and electronic submission help organize business tax filings.
• Plan And Apply Eligible Tax Benefits
  Tax planning and review help identify applicable deductions, credits, and estimated tax needs.
• Organize Tax Registrations And Deadlines
  Registration support and calendar tracking help businesses manage filing requirements.
• Prepare Payroll Filings And K-1 Reports
  Payroll tax and K-1 support helps coordinate related business tax reporting.
• Organize Records And Address Follow-Up
  Organized tax records support review, while post-filing assistance addresses notices and future planning.

Multistate Sales Tax Filing

CrownGlobe manages sales and use tax compliance across multiple U.S. states. The service includes nexus and exposure reviews, state registrations, tax rate and product taxability configuration, return preparation and filing, exemption certificate management, and notice response and audit support coordination. Workflows include filing calendars, pre-filing reconciliation, payment confirmations, and organized records. Tools such as Stripe Tax, Avalara, and TaxJar can be integrated with structured controls where appropriate.

• Identify Potential State Obligations
  Reviewing business activity and nexus indicators helps identify where registration, collection, or filing may be required.
• Reconcile And File State Returns
  Scheduled filings and pre-filing checks help identify discrepancies and maintain records of submissions and payments.
• Register And Configure State Tax Workflows
  Registration and documented tax settings help organize collection and first-return preparation.
• Organize Exemption Certificates
  A repeatable certificate process helps maintain documentation for review and retrieval.
• Monitor And Support State Compliance
  Ongoing reviews help keep compliance records aligned with operating changes and support organized responses to inquiries.
• Integrate Tax Tools With Controls
  Supported tax tools can be used with defined controls to organize compliance workflows.

Fractional and Virtual CFO Services

CrownGlobe’s fractional and Virtual CFO services provide flexible financial leadership for growing businesses. Services include financial forecasting, budgeting, cash-flow planning, KPI dashboards, executive reporting, finance automation, and strategic guidance. The team reviews performance, updates forecasts, and helps businesses assess decisions involving pricing, hiring, expansion, and growth. Support can be arranged through advisory retainers, combined controller and CFO support, or focused projects.

• Anticipate Cash Needs And Timing
  Cash-flow models help businesses review expected cash movements and plan around reserves and payment timing.
• Make Informed Business Decisions
  Connecting financial results and plans to business choices provides clearer financial context for evaluating options.
• Plan And Compare Financial Outcomes
  Forward-looking models help businesses assess financial needs and compare options against changing assumptions.
• Give Leaders Decision-Ready Insights
  Clear financial reporting helps leadership review performance and focus on changes requiring attention.
• Review Profitability And Margins
  Financial analysis provides visibility into margins and relative performance.
• Review Results And Improve Workflows
  Recurring reviews connect updated plans with ongoing recommendations and workflow improvements.

Finance Automation

CrownGlobe helps U.S. small and mid-sized business finance teams automate repetitive financial operations with structured workflows and AI-assisted processes. Services include month-end close automation, reconciliations, journal entries, invoice processing, collections, accounts payable, approvals, and financial reporting. The team also builds dashboards and applies AI-assisted variance analysis and trend detection, with human review and controls. Work includes process discovery, workflow standardization, implementation, dashboard setup, and ongoing optimization.

• Accelerate Month-End Close
  Structured close workflows help teams complete recurring close work more consistently.
• Streamline Payments And Collections
  Organized workflows help teams track invoice handling, approvals, payments, and collections follow-up.
• Strengthen Approval Governance
  Structured approval controls and audit trails provide oversight, with human review retained for high-risk decisions.
• Surface Financial Trends And Variances
  Automated reporting and assisted analysis help teams review KPIs, cash flow, performance changes, and patterns.
• Reduce Repetitive Transaction Work
  Automated processing and coding can reduce manual effort in recurring finance tasks.
• Build And Refine Finance Workflows
  A process of discovery, standardization, implementation, and ongoing optimization helps develop structured financial workflows.

Power BI Visualization

CrownGlobe creates custom Power BI dashboards and visualizations that turn financial data into actionable insights. Reporting can include KPIs, MIS information, financial tracking, department-wise analytics, and multi-entity consolidation. Data refresh timing depends on the data connection and model setup and can be configured to suit source data and decision-making needs.

• View Data Through Custom Dashboards
  Visual dashboards help users review business performance and access information relevant to management decisions.
• Track KPIs And Review Performance
  Dashboards and reports organize selected measures for management review across the business.
• Visualize Financial Performance
  Visual dashboards make financial information easier to review, with data refreshes configured to suit the data and reporting cadence.
• Consolidate And Filter Reporting Data
  Consolidated views and structured data models help users review information across entities and filter dashboard results.

Payroll Processing

CrownGlobe provides payroll management for businesses, covering payroll calculations, tax deductions, benefits, and multistate compliance. The service includes salary processing, payslips, statutory deductions, employee records, compliance statements, and support with state payroll registrations, filings, and year-end forms. Payroll workflows can be tailored to business size and industry, and CrownGlobe works with existing payroll and accounting software.

• Process Payroll On Schedule
  Recurring payroll processing supports timely salary payments and reduces the need to manage every calculation manually.
• Support Payroll Across Multiple States
  Organized registration and filing support helps manage payroll requirements across states.
• Organize Payroll Records And Deductions
  Payroll records and documentation help businesses manage deductions, benefits, and related compliance tasks.
• Adapt Payroll To Industry Needs
  Industry-related workflow support can address specialized payroll requirements subject to review and agreed scope.
• Work With Existing Payroll Systems
  Compatibility review helps coordinate payroll support with existing systems.

Year-End Finalization and Annual Checkup Services

CrownGlobe provides year-end finalization and financial health checkups to support financial record accuracy and readiness for the new fiscal year.

Category: Accounting Services

• Check Accuracy And Readiness
  An annual financial checkup helps assess record accuracy and readiness for the next fiscal year.
• Finalize And Review Year-End Records
  Year-end finalization and audit support help review financial records as they are brought to completion.

Ecommerce Accounting

CrownGlobe’s ecommerce accounting services organize sales, payouts, and inventory costs into a clearer financial picture. The team defines scope around sales channels, source records, and reporting priorities, connecting recurring bookkeeping, inventory accounting, and management reporting through an agreed monthly close. Services can include marketplace and payout reconciliation, inventory and cost-of-goods-sold support, sales tax record organization, channel profitability reporting, and cash and stock planning.

Category: Accounting Services

• Match Sales Activity To Cash Received
  Comparing channel summaries, settlements, and deposits helps identify differences between orders and cash received.
• Clarify Inventory And Product Costs
  Documented cost assumptions and inventory reconciliation help explain stock balances and cost of goods sold.
• Organize Records For A Consistent Close
  A defined process for records and review brings recurring bookkeeping and reporting together on an agreed schedule.
• Compare Channel Profitability
  Channel-level reporting shows how costs and fees affect contribution and provides a structured view for management review.
• Organize Sales Tax Records
  Keeping sales and marketplace collection records together makes state-specific questions and follow-up actions easier to review.
• Plan Cash And Track Open Exceptions
  Visible payout, stock, and reconciliation information helps inform cash planning and review unresolved differences.