WHAT TO EXPECT

Our process from start to finish

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    Introductory Consultation

    This is where we learn details about your financial needs and determine how we can best assist you. You’ll meet with one of our CPAs in office or via Zoom, depending on your preference.

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    PROPOSAL

    Based on your consultation, we will create a specific proposal that addresses your financial requirements.

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    DOCUMENT COLLECTION

    To ensure we obtain all necessary information that will make the preparation process smoother, we will send you a questionnaire with pertinent questions for you to fill out.

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    TAX PREPARATION

    We will prepare your taxes and advise you of our work throughout the process. Once your tax return is complete, you will be notified to review/approve it and sign it. When it is filed, you will receive a confirmation that your tax return has been received and accepted by the IRS.

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    FOR MONTHLY BOOKKEEPING

    You will be assigned a dedicated bookkeeper from our team who can pick up right where your previous accountant left off or start fresh for new companies. You will have direct access to contact your bookkeeper throughout the month. At the end of the month, you will receive a report of your financials.

GREENLIGHT SERVICES

We specialize in providing custom accounting solutions and more for small to medium sized businesses.

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    COMPLEX TAX PREPARATION

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    FULL- SERVICE BOOKKEEPING

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    NEW COMPANY CREATION

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    TAX PLANNING

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Make your business stand out with our personalized accounting services.

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OUR TEAM

Partners, Administration + Accounting

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DEEDEE CARRERAS

Head Of Finance + Partner

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CARLOS PEREZ

Head Of Sales + Partner

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MONICA USCATEGUI

Head of Tax + Partner

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GERRY MUJICA

CEO + Managing Partner

ABOUT GREENLIGHT FINANCIAL

With two decades of experience in the industry, Greenlight Financial has established a distinguished reputation through exceptional service by our team of skilled financial experts. What sets us apart from other financial service providers? It’s about a continuous commitment to high standards, outstanding customer support, and specialized knowledge.

We focus on pairing our clients with the right associate that can address their specific needs. Our team believes that the right expertise to meet your unique needs is essential for fostering great client relationships and growth to enhance your business.

When it comes to crucial skills and knowledge, we are confident that you won’t find a more capable team than ours. Our relentless dedication extends to managing your day-to-day accounting and operational requirements, whether it involves entering receipts, reconciling accounts, or handling your complete month-end financial tasks.

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Schedule Your Free Consultation

Your Finances, Your Way: Contact Us For Personalized Solutions