Our Services

AP Advisory Group has designed an offer of services that cover all the needs of our customers business.  We offer these services both to private enterprises (traders and entrepreneurs with all turnover business), as well as government agencies. 

Financial Planning & Budget

We help you develop your business plan and all necessary tools for decision making and proper management. A good financial plan with a budget based on business reality sets in management terms to make the right decisions.

Financial advice for businesses and individuals on financial viability of projects, cash flow, budgeting, variance analysis for management, among others.

Strategy Planning

We help you planning the diagnostic tool, analysis, reflection and collective decision making, about the current task and the way they should go in the future organizations to adapt to changes and demands imposed by the environment and achieve viability.

We develop the Mission of the organization, opportunities and threats, strengths and weaknesses of the organization, the Strategic Plan Benefits, Stages of a Strategic Plan, Mission Statement, external analysis, internal analysis, Overall Strategic Objectives, Matrix Analysis SWOT, strategic objectives, setting targets and projects or production goals, management goals or projects and Limitations and Recommendations.

CON.FI.A

These are the initials with which we define our services Accounting, Finance and Audit. These services include the preparation of the accounting system for a new business, from assessing and creating your chart of accounts to the model be used to present the annual financial statements.

We offer the service account analysis to ensure that the transactions recorded month after month in your business comply with accounting standards and principles to avoid major adjustments in preparing and presenting financial statements to the various instances of your business.

Services related to bookkeeping, preparation of financial statements for businesses or individuals (audit, compilations or reviews).

Taxes & CRIM

We work all returns relating to payroll deduction of your business. Moreover, IVU returns and forms, and other Municipal Patents and others.

State and federal returns filing for individuals and corporations - Income Tax, Personal Property and Quarterly Returns.

Payroll and

Payroll Taxes (Employer)

We offer full service payroll preparation for small and medium businesses. Payroll processing, retain and make the payments required by law and those established by the employer to the various governmental and private entities. Prepare spreadsheets quarterly, semiannual and annual reports required of employers.

In addition, processed and issued the Withholding (W-2) for each employee and the documentation required for filing for the Department of Treasury of Puerto Rico.

Preparation of documents

to establish new corporations

We work all the administrative procedures (red tape) with government agencies for registration of your corporation, including articles of incorporation, corporate bylaws (bylaws). In addition, we process the Employer Identification Number (EIN), Registro de Comerciantes with the Department of Treasury of Puerto Rico, Registration Department of Labor and Human Resources and any other proceedings involving their corporation specialized.

Business & Individual

Structuring new Financial Facilities

and refinancing exciting debts

We help you to develop funding proposals to the various financial institutions by assessing your company's needs and the offers from banks.

This analysis will help determine the type of financing and the most convenient and effective structure for the development of your business.

Bankruptcy

Preparation of Monthly Operating Reports (Standard / Basic), Cash Flows and other financial documents required.