Welcome
CalqX Solutions
Streamline your finances with our tech-savvy team of CPAs and Enrolled Agents offering integrated tax and accounting solution
About CalqX Solutions
Our Mission
At Calqx Solutions, we empower businesses and individuals to achieve financial clarity and growth through streamlined accounting operations. We are dedicated to providing exceptional service and innovative solutions that optimize efficiency, minimize errors, and free up valuable resources. Our team of experts works collaboratively with clients to identify areas for improvement, implement best practices, and leverage technology to create a foundation for long-term success.
Our Team
Our team is comprised of experienced accountants, Big 4 trained and collectively possessing over 15 years of experience. This means you benefit from the in-depth knowledge and proven track record of a large firm, delivered with the personalized attention and flexibility of a smaller practice. Our team specializes in global operations of multinational organizations, as well as implementing, monitoring, and improving accounting technology solutions. We have the flexibility to bring this experience to your business, no matter what the size.
Our Approach
Consider CalqX your financial partner. We provide expert business accounting, and personal tax services, and integrate user-friendly technology to give you a clear and insightful view of your complete financial picture.
Consulting Services
Tax Services
- Tax preparation and filing:
This includes federal, state, and local income tax returns for individuals, as well as preparation of business tax returns for corporations, partnerships, and S corporations.
- Tax planning strategies:
Our team can help you develop tax strategies to minimize your tax liability throughout the year. This may involve deductions and credits you may be eligible for, tax-saving investments, and business structure optimization.
- Assistance with tax notices and correspondence:
If you receive a tax notice or correspondence from the IRS, our team can help you understand the notice and respond appropriately.
- Sales and use tax compliance:
Sales and use tax can be complex, especially for businesses that sell products or services across state lines. CalqX Solutions can help you comply with sales and use tax regulations.
- Payroll tax filing:
Our team can handle the preparation and filing of payroll taxes for your business.
Accounting Services
- Bookkeeping and Recordkeeping
Categorizing and recording business transactions:
This involves meticulously entering all your income and expenses into the proper accounts.
- Reconciling bank statements:
CalqX Solutions can ensure your bank statements match your internal records, identifying any discrepancies.
- Maintaining accounts payable and receivable:
Our team can manage your incoming and outgoing bills, ensuring timely payments to vendors and collecting payments from customers.
- Generating financial reports:
Regular reports like income statements, balance sheets, and cash flow statements will be created to provide a clear picture of your financial health.
- Creating financial forecasts:
CalqX Solutions can help you predict future revenue and expenses based on historical data and industry trends.
- Developing spending plans:
Working with you, our team can create a realistic budget that allocates your resources effectively towards your business goals.
- Monitoring actual results against budget:
CalqX Solutions can track how your spending compares to your budget and identify areas where adjustments might be needed.
- Identifying trends in financial data:
CalqX Solutions can analyze your financial data to uncover trends and patterns that might not be readily apparent.
- Creating financial dashboards and reports:
Customized reports and dashboards can be created to visually represent your financial data, making it easier to understand key metrics.
- Providing insights to help businesses make better financial decisions:
By analyzing your financial data, our team can provide valuable insights to help you make informed choices about your business strategy, resource allocation, and investments.
Educational Services
- Workshops or seminars:
These sessions, often held in group settings, cover specific tax updates, bookkeeping best practices, or software training tailored to a particular accounting platform.
- Individualized training:
For a more personalized approach, CalqX Solutions offers one-on-one training sessions on tax software, tax accounting, or fundamental accounting principles.
Technology
- Cloud Accounting Software Setup and Integration:
- Choosing the right software:
CalqX Solutions can assess your business needs and recommend cloud-based accounting software that best suits your requirements. Our team specializes in experience with QuickBooks, Netsuite, Oracle, SAP, Wave, Xero, and Zoho Books.
- Data migration and system integration:
Our team can assist in migrating your financial data from legacy systems to the new cloud platform and integrate the accounting software with other business applications you use, such as CRM or payroll software.
- Training and Support on Accounting Software:
User onboarding and training: CalqX Solutions can provide training to your staff on how to navigate and utilize the new accounting software effectively.
- Ongoing support:
Our team can offer ongoing technical support to address any issues or answer questions your staff might have while using the software.
- Automation of Bookkeeping Tasks:
Setting up automated workflows: CalqX Solutions can help automate repetitive tasks within the accounting software, such as bank statement reconciliation, generating invoices, and sending payment reminders.
- Utilizing automation tools:
They can leverage features like automated data entry through optical character recognition (OCR) or integrating the software with third-party apps for automated categorization and data population.
- Streamlining Workflows Through Technology:
Utilizing cloud storage solutions: CalqX Solutions can recommend secure cloud storage solutions for storing financial documents and receipts, allowing for easy access and collaboration.
- Implementing document management systems:
Our team can help establish a paperless system by implementing document management systems for storing, organizing, and retrieving digital copies of your financial records.
- Utilizing collaboration tools:
They can advise on collaboration tools that facilitate communication and task management among your accounting team and clients.
Risk Management and Legal Services
Our risk management and legal consultants will help you identify and mitigate potential risks to your business. We'll help you develop contingency plans and ensure your business is prepared for any eventuality.