Tax and accounting firms seek more efficiency in handling customer accounts, because when payers and providers collaborate to improve the way charges and claims are handled, they improve customer satisfaction.

Callbox can assist Tax and Accounting firms prepare taxes for individuals, sole proprietors, partnerships and corporations. We can prepare monthly financials, including balance sheets, income statements, cash flow reports, bank reconciliation, and handle all payroll needs. 

Callbox understands the care and efficiency required in this industry. Accounting and bookeeping functions should be managed well in order to enhance business performance. Callbox can do that for you. We can also help improve core business processes and offer more value to your customers by devising effective sales and marketing strategies.

We can market these services:

• Auditing
• General Accounting
• Bookkeeping
• Tax Compliance
• International Tax Structuring
• Tax Accounting
• Risk Management
• Mergers and Acquisitions
• Transfer Pricing
• Tax Consulting and Preparations

We can also perform these services:

• Accounts payable
• Accounts receivable
• Payroll
• Cash management
• Journal entry and general ledger
• Financial statements and reports
• Monthly, quarterly, year-end review
• Financial analysis

CASE STUDY:  Property Tax Consulting and Pipeline CRM