Services


VIRTUAL CFO SERVICES:

SBIZ Partners offers Virtual CFO services to provide businesses with expert financial guidance and support. Our virtual CFOs work remotely to provide strategic financial advice and support to businesses, regardless of their location. We understand that every business is unique, and we tailor our services to meet the specific needs of each business.
Our Virtual CFO services include financial analysis, budgeting and forecasting, cash flow management, financial reporting, and strategic planning. We work closely with our clients to understand their business and provide targeted advice and support to help them achieve their financial goals.
Our Virtual CFOs are experienced financial professionals with a deep understanding of accounting, finance, and business strategy. They bring a fresh perspective to the business and can provide valuable insights and advice that can help the business grow and succeed. Our services are flexible and scalable, allowing businesses to access expert financial guidance and support without committing to the high cost of hiring a full-time CFO.
At SBIZ Partners, we are committed to providing our clients with the highest level of service and support. Contact us today to learn more about how our Virtual CFO services can help your business achieve its financial goals.

BOOKKEEPING SERVICES:

SBIZ Partners provides expert bookkeeping services to help businesses manage their financial records and stay on top of their finances. Our bookkeeping services are designed to be flexible and scalable, allowing businesses of all sizes to access the financial support they need.
Our bookkeeping services include day-to-day recordkeeping, reconciling bank statements, maintaining the general ledger, managing accounts payable and receivable, preparing financial statements, and more. We use the latest software and technology to ensure that your financial records are accurate and up-to-date, and we work closely with our clients to understand their business and their unique financial needs.
We understand that managing financial records can be time-consuming and complex, and that's why we're here to help. Our bookkeeping services can save you time and money by allowing you to focus on running your business, while we take care of the financial details.
At SBIZ Partners, we are committed to providing our clients with the highest level of service and support. Contact us today to learn more about how our bookkeeping services can help your business stay on top of its finances.

BUSINESS PLAN PREPARATION:

SBIZ Partners offers business plan preparation services to help entrepreneurs and businesses develop a clear and comprehensive roadmap for their future. Our experienced consultants work closely with clients to understand their business goals and objectives, and to develop a customized plan that is tailored to their unique needs.
Our business plan preparation services include market research and analysis, financial forecasting, strategic planning, and more. We take a collaborative approach, working with clients to ensure that the plan reflects their vision and goals for the business.
A well-crafted business plan can help businesses secure funding, attract investors, and achieve long-term success. Our consultants have years of experience developing business plans for a variety of industries, and we can help businesses of all sizes and stages of growth.
At SBIZ Partners, we are committed to providing our clients with the highest level of service and support. Contact us today to learn more about how our business plan preparation services can help your business achieve its goals.

GST SERVICES:

GST MONTHLY RETURN FILING:

SBIZ Partners provides expert GST monthly return filing services to help businesses comply with GST regulations and stay on top of their tax obligations. Our team of experienced professionals can help you navigate the complex GST filing process and ensure that your returns are filed accurately and on time.
Our GST monthly return filing services include the preparation and filing of GSTR-1, GSTR-3B, and GSTR-9 returns, as well as the reconciliation of your accounts and the resolution of any issues or discrepancies. We use the latest software and technology to ensure that your returns are filed accurately and efficiently, and we work closely with our clients to understand their business and their unique GST compliance needs. Filing GST returns on time is crucial to avoid penalties and legal issues. Our team of experts can help you stay compliant with GST regulations and reduce the risk of errors or omissions in your returns.
At SBIZ Partners, we are committed to providing our clients with the highest level of service and support. Contact us today to learn more about how our GST monthly return filing services can help your business stay on top of its tax obligations.

GST REFUND:

At SBIZ Partners, we understand that applying for a GST refund can be a complex and time-consuming process. That's why we offer expert GST refund services to help businesses navigate the process and secure the refunds they are entitled to.
Our team of experienced professionals can assist you in preparing and filing your GST refund application, as well as managing the communication and documentation requirements with the GST department. We will work with you to ensure that your application is complete, accurate and timely, and that you receive the refund you are entitled to.
Our GST refund services cover a wide range of scenarios, including exports, inverted tax structures, and excess payment of GST. We will carefully review your business activities and transactions to identify all eligible refunds and ensure that your application is optimized for maximum refund.
At SBIZ Partners, we understand the importance of cash flow for businesses, and we are committed to helping our clients receive the GST refunds they are entitled to in a timely manner. Contact us today to learn more about our GST refund services and how we can help your business streamline its refund process.

GST REGISTRATION:

SBIZ Partners provides expert GST registration services to help businesses comply with GST regulations and obtain their GST registration number (GSTIN). Our team of experienced professionals can guide you through the GST registration process and ensure that your registration is completed accurately and on time. Our GST registration services include assistance with the preparation and submission of the required documents, as well as the verification of your application status and the resolution of any issues or queries that may arise during the registration process. We understand that every business is unique, and our team will work closely with you to understand your business activities and transactions, and determine the appropriate registration type and category that suits your business needs. At SBIZ Partners, we are committed to providing our clients with the highest level of service and support. We leverage our expertise and technology to simplify and expedite the GST registration process, allowing you to focus on your core business activities. Contact us today to learn more about how our GST registration services can help your business stay compliant with GST regulations.

GST ANNUAL RETURN:

At SBIZ Partners, we understand that preparing and filing the annual GST return can be a time-consuming and complex process for businesses. Our expert GST annual return services can help you stay compliant with GST regulations and ensure accurate and timely filing of your GST returns. Our team of experienced professionals can assist you in reviewing your GST transactions, preparing the annual return statement, and filing the return with the GST department. We will work with you to ensure that your return is complete, accurate, and complies with all GST regulations. Our GST annual return services cover a wide range of scenarios, including regular taxpayers, composition taxpayers, and other GST registrants. We will carefully review your business activities and transactions to identify all eligible credits and deductions and ensure that your return is optimized for maximum benefit. At SBIZ Partners, we understand the importance of timely and accurate GST compliance for businesses. Our annual return services are designed to help you stay on top of your GST obligations, minimize your tax liability, and streamline your compliance process. Contact us today to learn more about our GST annual return services and how we can help your business stay GST compliant.

CANCELLATION OR SURRENDER OF GST REGISTRATION:

At SBIZ Partners, we understand that there may be circumstances where a business needs to cancel or surrender their GST registration. Whether you are closing your business or no longer require GST registration, our expert team can assist you in the process of cancelling or surrendering your registration. Our experienced professionals can help you prepare and submit the necessary forms and documents to the GST department, including the final GST return, and ensure that the cancellation or surrender process is completed smoothly and efficiently. We understand that the process of cancelling or surrendering your GST registration can be complicated, and failure to comply with the necessary regulations can result in penalties and fines. That's why our team is dedicated to ensuring that your cancellation or surrender process is completed accurately and in compliance with all applicable regulations. At SBIZ Partners, we are committed to providing comprehensive and reliable GST services to businesses across India. Contact us today to learn more about our cancellation or surrender of GST registration services and how we can help your business navigate the complex GST landscape.

INCOME TAX

INCOME TAX

At SBIZ Partners, we understand that income tax filing can be a complex and time-consuming process, especially for businesses and individuals with multiple sources of income. That's why our expert team is here to help you prepare and file your income tax returns accurately and efficiently. Our experienced professionals can assist you with all aspects of income tax filing, from gathering the necessary documents and data to preparing and filing your returns. We can help you identify deductions and exemptions to minimize your tax liability and ensure that your returns are filed in compliance with all applicable regulations. At SBIZ Partners, we are committed to providing reliable and comprehensive income tax filing services to businesses and individuals across India. Our team stays up-to-date with the latest tax laws and regulations to ensure that you receive the most accurate and up-to-date information. Contact us today to learn more about our income tax filing services and how we can help you navigate the complex world of income tax.

INCOME TAX AUDIT:

An income tax audit can be a daunting experience for any individual or business. At SBIZ Partners, our experienced professionals can help you navigate the complex process of an income tax audit with confidence. Our team has extensive experience in handling income tax audits for businesses and individuals across a range of industries. We work closely with our clients to gather the necessary documentation and data to support their tax returns, and we can help identify potential red flags that may trigger an audit. If you are facing an income tax audit, our professionals can represent you and negotiate with tax authorities on your behalf. We can help you understand the audit process and work to minimize your exposure to potential penalties or fines. At SBIZ Partners, we are committed to providing our clients with comprehensive and reliable income tax audit services. Contact us today to learn more about how we can help you navigate the complex world of income tax audits and achieve a positive outcome.

TAX PLANNING:

Effective tax planning is essential for any individual or business looking to minimize their tax liability and maximize their savings. At SBIZ Partners, our team of experienced professionals can help you develop a tax planning strategy tailored to your unique needs and goals. Our tax planning services cover a range of areas, including income tax, estate tax, gift tax, and more. We work closely with our clients to understand their financial situation and identify opportunities for tax savings, such as tax credits, deductions, and deferrals. We stay up-to-date with the latest tax laws and regulations to ensure that our clients are in compliance and taking advantage of all available tax-saving opportunities. We can also help you develop a long-term tax planning strategy that aligns with your personal or business goals. At SBIZ Partners, we are committed to providing our clients with comprehensive and customized tax planning services that help them achieve their financial objectives. Contact us today to learn more about how we can help you minimize your tax liability and maximize your savings.

FINANCIAL PLANNING:

Financial planning is crucial for individuals and businesses alike. At SBIZ Partners, our team of experienced financial planners can help you achieve your short-term and long-term financial goals through comprehensive financial planning services. Our financial planning services cover a range of areas, including retirement planning, investment planning, risk management, estate planning, and more. We work closely with our clients to understand their unique financial situation and develop a personalized financial plan that aligns with their goals and objectives. We use advanced financial planning tools and techniques to analyze our clients' financial situation and create a plan that optimizes their wealth and minimizes their financial risk. We also monitor our clients' progress and adjust their financial plan as needed to ensure that they are on track to meet their goals. At SBIZ Partners, we are committed to providing our clients with customized and comprehensive financial planning services that help them achieve their financial objectives. Contact us today to learn more about how we can help you achieve financial freedom and security.

TREASURY MANAGEMENT:

Managing your company's cash flow and financial resources is essential to maintaining financial stability and achieving your business objectives. At SBIZ Partners, we offer comprehensive treasury management services that help you optimize your financial resources and improve your bottom line. Our treasury management services cover a range of areas, including cash management, risk management, liquidity management, and investment management. We work closely with our clients to understand their unique financial situation and develop a customized treasury management strategy that aligns with their goals and objectives. Our team of experienced treasury management experts uses advanced tools and techniques to analyze your cash flow and optimize your financial resources. We help you manage your liquidity, minimize your financial risk, and maximize your investment returns, all while ensuring that you have the funds you need to achieve your business objectives. At SBIZ Partners, we are committed to providing our clients with customized and comprehensive treasury management services that help them achieve financial stability and success. Contact us today to learn more about how we can help you optimize your financial resources and achieve your business objectives.

FUNDRAISING:

At SBIZ Partners, we understand that raising capital is critical to the success of any business venture. That's why we offer a range of fundraising services designed to help entrepreneurs and businesses raise the funds they need to grow and succeed. Our team of fundraising experts has extensive experience in raising capital for businesses of all sizes and in a variety of industries. We work closely with our clients to develop customized fundraising strategies that align with their business goals and objectives. Whether you're looking to raise funds through equity financing, debt financing, or other means, we can help. Our fundraising services include a comprehensive range of solutions, including fundraising strategy development, investor pitch deck creation, investor outreach and networking, due diligence support, and negotiation support. We help our clients navigate the fundraising process from start to finish, ensuring that they have the tools, resources, and expertise they need to secure the funding they need to succeed. At SBIZ Partners, we are committed to helping our clients achieve their fundraising goals and unlock new growth opportunities. Contact us today to learn more about how we can help you raise the capital you need to take your business to the next level. Cash budgeting and forecasting are critical components of any successful business strategy. At SBIZ Partners, we offer a range of cash budgeting and forecasting services designed to help our clients manage their finances effectively and plan for future growth. Our team of financial experts works closely with our clients to develop comprehensive cash budgets and forecasts that align with their business goals and objectives. We use advanced financial modeling tools and techniques to analyze historical financial data and market trends, enabling us to provide accurate cash flow projections and forecasts.

OUR CASH BUDGETING AND FORECASTING SERVICES INCLUDE:

Cash budget preparation: We work with our clients to prepare detailed cash budgets that identify their projected cash inflows and outflows over a specified period. Our cash budgets help our clients to manage their cash flow more effectively and make informed financial decisions. Cash forecasting: We use financial modeling tools to forecast our clients' cash flow needs over an extended period, taking into account various scenarios and market trends. Our cash forecasts help our clients to plan for future growth and identify potential cash flow challenges. Cash management: We provide our clients with ongoing cash management support, helping them to optimize their cash flow and ensure that they have the resources they need to meet their financial obligations. At SBIZ Partners, we are committed to helping our clients achieve their financial goals and unlock new growth opportunities. Contact us today to learn more about how we can help you manage your cash flow more effectively and plan for future growth.