Business Details
Your Trusted Partner for Accounting Solutions in Westchester, NY
At Jade Bai CPA, we bring over a decade of hands-on expertise in tax, accounting, and payroll services across diverse industries including manufacturing, real estate, and financial services. Our founder, a licensed Certified Public Accountant with an MBA in Accountancy, leverages advanced accounting software to deliver accurate, efficient solutions tailored to each client's unique needs. As a bilingual professional fluent in English and Chinese, we bridge language barriers to ensure clear communication and comprehensive financial guidance.Our commitment to transparency and up-to-date compliance empowers businesses to track progress confidently while focusing on growth. We specialize in individual and business tax preparation, GAAP-compliant financial audits, payroll processing, and QuickBooks consultation. With flexible scheduling and personalized support, we serve businesses in Westchester, Dutchess County, Upstate New York, and Fairfield, CT, offering a free initial consultation to start building your financial success story.
Services
Tax Preparation
Accounting Services
Payroll Management
Bookkeeping
Financial Reporting
QuickBooks Consultation
Payroll Processing
Tax Planning
Highlights and features
- We offer 10+ years of industry-specific accounting experience across manufacturing, real estate, and financial services.
- Our CPA-licensed team uses state-of-the-art accounting software for maximum accuracy and efficiency.
- Bilingual English-Chinese services ensure clear communication for diverse business needs.
- We provide comprehensive solutions from tax preparation to CFO role outsourcing.
- Free initial consultation helps businesses understand their financial roadmap.
Associations and certifications
- Certified Public Accountant (CPA)
Services
Tax Preparation
Our expert tax preparation services cover individual and business needs with federal, state, and local filing. We use updated tax codes to maximize deductions while ensuring compliance. Clients receive clear explanations of tax treatments and strategic planning for future savings.
Accounting Services
We provide GAAP-compliant financial statement audits, general ledger compilation, and budget projections. Our services include bank reconciliation and CFO role outsourcing using advanced accounting tools for accurate, timely reporting tailored to business size and complexity.
Payroll Management
Comprehensive payroll solutions handle weekly to monthly processing, tax filings, and year-end W-2/W-3 reporting. Our system ensures accurate employee payments and compliance with tax regulations through electronic filing and workers' compensation integration.
Bookkeeping
We maintain precise financial records through general ledger management and write-up services. Our bookkeeping ensures organized transaction tracking, bank reconciliation, and preparation of financial statements for informed business decision-making.
QuickBooks Consultation
Expert guidance on QuickBooks implementation optimizes financial processes. We help businesses set up systems, train staff, and leverage software features for improved efficiency in accounting and payroll management.
People
Jade Bai
Certified Public Accountant
With 10+ years in manufacturing, real estate, and financial services, Jade Bai CPA holds an MBA in Accountancy from Baruch College. Licensed #110489 (CPAverify.org), she specializes in bilingual English-Chinese financial solutions for businesses.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, payroll processing, tax preparation, and QuickBooks consultation tailored to small business needs with personalized bilingual support.
How can a CPA help my business save on taxes?
Our CPA expertise identifies industry-specific deductions and tax code updates to maximize savings while ensuring compliance during annual tax planning and filing processes.
Do you handle payroll tax filings?
Yes, we manage payroll processing with electronic tax filings, W-2/W-3 reporting, and workers' compensation integration for accurate, timely compliance.
Are your services available in languages other than English?
Our CPA is fluent in Mandarin Chinese, providing full financial services and documentation in both English and Chinese for client convenience.
What areas do you serve?
We serve businesses in Westchester, Dutchess County, Upstate New York, and Fairfield, CT with in-person consultations and remote support options.
Can you help set up a new business entity?
Yes, we assist with corporation and LLC formation, including tax implications analysis and proper documentation filing for new business entities.
