Practice 03
Accounting & Financial Operations
Dependable bookkeeping, payroll and U.S. tax preparation support — with the option to automate the manual work that slows your finance team down.
Reliable numbers depend on routine work done consistently: transactions recorded, accounts reconciled, payroll run on time and records kept ready for tax season.
Our financial-operations practice handles that work for businesses that don't need — or aren't ready for — a full in-house finance team. Because MacroEdge also builds software, we can connect your accounting to the systems that feed it and remove re-keying where it makes sense.
MacroEdge provides accounting, tax preparation support and payroll services. We are not a bank and do not provide investment advice, lending or payment processing.
01
Accounting & Bookkeeping
Who it helpsSmall and mid-sized businesses that need accurate, current books without building a full in-house finance function.
Discuss bookkeeping supportThe problem it addresses
Books fall behind, reconciliations pile up and decisions get made on numbers that are weeks or months out of date. Catching up at year-end is stressful and expensive.
What we can deliver
- Transaction recording and categorization
- Bank, credit card and account reconciliations
- Accounts payable and receivable support
- Month-end close procedures
- Financial statements and management reports
- Clean-up of prior-period books
- Bookkeeping in your accounting software, including BUSY, QuickBooks or Xero
Typical deliverables
- Reconciled accounts each period
- Monthly financial statements
- Management reports tailored to your business
- Organized records and supporting schedules for your auditor or tax preparer
02
U.S. Tax Preparation & Filing Support
Who it helpsU.S. businesses and owners who want federal and state filings prepared from organized, reconciled records.
Discuss tax preparationThe problem it addresses
Tax season becomes a scramble when records are incomplete. Missing documentation, late adjustments and unclear deadlines create avoidable stress and risk.
What we can deliver
- Preparation of federal and state business returns
- Supporting schedules and documentation
- Help gathering and responding to IRS documentation requests
- Year-round record organization
- Planning conversations ahead of upcoming tax years
Typical deliverables
- Prepared returns for your review before filing
- Supporting workpapers and schedules
- A checklist of documents and deadlines
03
Payroll Processing
Who it helpsEmployers who want accurate, on-time payroll without managing every calculation and filing themselves.
Discuss payrollThe problem it addresses
Payroll errors affect people directly and create tax exposure. Keeping up with deductions, benefits and payroll taxes takes time that small teams rarely have.
What we can deliver
- Payroll runs for salaried and hourly employees
- Benefits and deduction tracking
- Payroll tax calculations and filing support
- Year-end W-2 and 1099 preparation support
- Payroll setup or migration in QuickBooks, Xero, Sage or ADP
Typical deliverables
- Payroll registers for each pay period
- Payroll journal entries posted to your books
- Payroll tax filing records
- Year-end employee forms
04
Financial Automation
Who it helpsFinance teams spending hours each week on re-keying, matching transactions and assembling reports by hand.
Discuss automationThe problem it addresses
Manual steps slow the close, introduce errors and leave little time for analysis. Data sits in operational systems that don't talk to your accounting software.
What we can deliver
- Bank feeds and categorization rules
- Invoice and bill capture with approval workflows
- Integrations between operational systems and accounting software
- Automated reconciliation routines
- Electronic invoicing integrations, including FBR digital invoicing in Pakistan
- Financial dashboards and scheduled reports
Typical deliverables
- Configured automated workflows
- Integration documentation
- Reporting dashboards
- Process notes and training for your team
Start a conversation
Tell Us What You Want to Build or Improve.
Share the problem in your own words. We'll reply by email and suggest a practical next step — whether that's a product demo, a scoped project or a short discovery call.