Business Details
Expert CPA Services for Business Financial Success
As a certified public accountant with over a decade of experience across diverse industries, I founded Jade Bai CPA to deliver precise, transparent financial solutions. Holding a Master of Business Administration in Accountancy and a verifiable CPA license, our team specializes in tax planning, financial reporting, payroll management, and bookkeeping tailored to business needs. Leveraging advanced accounting software, we ensure accuracy and efficiency while offering bilingual services in English and Chinese.Our commitment to staying current with regulatory changes empowers clients to focus on growth without financial complexities. With flexible scheduling and a free initial consultation, we prioritize personalized support for businesses in Westchester, Dutchess County, and Fairfield County.
Services
Tax Preparation
Payroll Processing
Bookkeeping
Financial Reporting
Accounting Consultation
Highlights and features
- We offer 10+ years of cross-industry accounting expertise.
- Our CPA-certified team uses state-of-the-art accounting software.
- Bilingual English-Chinese services for enhanced client communication.
- We provide free initial consultations for personalized solutions.
- Our team maintains GAAP-compliant financial reporting standards.
Associations and certifications
- CPAverify.org
Services
Tax Preparation
Our tax preparation services ensure accurate federal, state, and local filings while maximizing deductions. We specialize in business entity setup and tax code compliance, using advanced software to optimize savings. Clients benefit from personalized planning consultations and timely filing assistance.
Payroll Processing
We manage complete payroll cycles including wage calculations, tax filings, and year-end reporting. Our system handles workers' compensation payments and ensures compliance with evolving labor regulations. Businesses save time while maintaining employee payment accuracy.
Bookkeeping
Our bookkeeping services include general ledger maintenance, bank reconciliations, and financial statement preparation. We implement GAAP standards while providing customizable reporting dashboards. Clients receive real-time financial visibility through digital tools.
Accounting Consultation
We offer strategic accounting guidance for budgeting, projections, and compliance. Services include CFO role outsourcing and QuickBooks optimization. Our CPA expertise helps businesses make data-driven financial decisions.
Financial Reporting
We produce GAAP-compliant financial statements and performance reports. Our analysis includes cash flow tracking, profitability metrics, and regulatory compliance reviews. Businesses gain actionable insights for operational improvements.
People
Jade Bai
Certified Public Accountant
CPA with 10+ years in manufacturing, real estate, and finance sectors. Holds MBA in Accountancy from Baruch College. Specializes in cross-border financial solutions and bilingual client support.
Questions
What tax services do you offer for businesses?
We provide business tax preparation, planning, federal/state filings, entity setup, and deduction research using updated tax software.
Do you handle payroll processing for small businesses?
Yes, we offer weekly/bi-weekly/monthly payroll processing, tax filings, W-2/W-3 reporting, and workers' compensation services.
Are your accounting services suitable for startups?
Absolutely. We assist startups with financial reporting, budgeting, GAAP compliance, and CFO role outsourcing.
Can you support businesses with bilingual accounting needs?
Yes, our CPA provides services in both English and Chinese for seamless communication.
What accounting software do you use?
We utilize state-of-the-art accounting tools including QuickBooks for efficient, accurate financial management.
Reviews (4)
Leonardo Chacon
Jul 01, 2021
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Wish I could leave Jade a 10 star review. I knew before filing for 2020 that my taxes were going to be a nightmare. Jade made the process so seamless and calculated my returned so accurately that when I had two other CPAs verify the numbers, they admitted to not being able to provide a work of art like hers. Shes definitely my accountant for life....
N. Chuks
Dec 26, 2018
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Very friendly and professional. Work round the clock to ensure that customers are happy. Me and my wife are very satisfied with her service.
L. B.
Jul 05, 2018
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Extremely professional, works very hard to ensure everything is done accurately and in a timely manor. I'm so glad I found her!
Renana Barak
May 10, 2018
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I found Jade while searching on line for someone to replace my unresponsive CPA. I couldnt be happier to have found her. She is very responsive, meticulous, friendly, and all around pleasure to work with. I recommend her!
