KelliWorks

About KelliWorks

With offices in Miami's Brickell district and in Union, New Jersey, this virtual accounting department serves small and mid-sized businesses as well as not-for-profit organizations. The site says it has more than sixteen years of experience and that its clients are spread across the United States, Germany, Poland, the United Kingdom and Uganda, although international work is not presented as a separate specialty. The practice combines bookkeeping, financial statements, payroll, tax planning and return preparation with a step-by-step online ordering flow for new entities, handled through a filing partner. Its blog-style guidance on where to form an entity is notably cautious about out-of-state registrations. Pricing is available only on request, discounts are offered to charities, the site is written in English and no team size is disclosed, so the firm is treated as small.

Services

Entity formation for LLCs, corporations and nonprofits with federal EIN, registered agent service, S-corporation elections, business licence research and beneficial ownership reports, plus bank account setup help and annual report tracking. Accounting covers monthly bookkeeping, clean-up of backlogged books, balance sheets, budgets, forecasting and cash flow management. Payroll processing, individual and business tax return preparation, tax planning, consulting and a virtual mailbox option complete the offer.

• ✓ Company formation: offered
• ✓ Accounting and bookkeeping: offered
• ✓ Tax compliance: offered
• ✕ VAT: not listed
• ✓ Payroll: offered
• ✕ Audit: not listed
• ✓ Bank account assistance: offered
• ✕ Residency and visas: not listed
• ✓ Corporate secretarial: offered
• ✓ Virtual office: offered