Financial Management
Speech & Swallow
Rehab Therapy
Accounting & Tax Services
February 2023
Maintaining Accounts & Tax Compliance can be a difficult task to complete on your own, especially while running your business.
Learn how we helped Speech & Swallow Rehab Therapy keep up to date with their finances in this project.
Why & How
Client Issues + Our Action Plan
Accounting and Tax Services for the year ended December 2022 for Speech And Swallow Rehab Therapy. The Action Plan included, but wasn't limited to:
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The preparation of financial statements and income tax returns.
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Creation of work templates and tools to improve operational efficiency.
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Training client personnel in the use of payroll and taxation templates and tools.
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Tax consultation and reconciliation with the Tax Authority of Jamaica (TAJ).
The duration of the engagement was estimated at 3-4 weeks commencing February 8, 2023. Our preliminary review findings and draft financial statements were submitted for the client’s review and approval on February 23. The engagement was concluded on March 9 with a close-out report to the client.
Results
Our Action Plan and Work Product enabled our client to:
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File their 2022 SO4 and 2023 SO4a with TAJ before the March 15, 2023, deadline.
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Fully utilize training templates and tools created for them in preparing their monthly payroll and their SO1 filings with TAJ.
