Trusteer Financial

Trusteer Financial

Accounting

New York, New York 2,311 followers

CFO & Tax Advisory Firm focused on High-Growth Companies

About us

Trusteer Financial is a growing finance and accounting firm, serving as a trusted partner and advisor to early to late-stage companies in the technology, media, entertainment, life sciences, blockchain, and other emerging growth industries. Our mission is to remove the financial friction of starting and running an enterprise through Technical Accounting, Advisory, Tax, and Analytics. We support both early-stage businesses without full-time finance teams, as well as late-stage companies that have a CFO or finance team in place. Our full array of services helps companies reduce their risks, optimize financial operations and scale their businesses efficiently.

Industry
Accounting
Company size
11-50 employees
Headquarters
New York, New York
Type
Privately Held

Locations

Employees at Trusteer Financial

Updates

  • View organization page for Trusteer Financial, graphic

    2,311 followers

    An annual plan provides a clear framework for where you want your business to go over the next year. 📈 It helps you define your financial goals, whether that’s increasing revenue, improving profit margins, or expanding into new markets. 🌍 This clarity enables you to focus your efforts on what truly matters, ensuring that your resources are aligned with your strategic objectives. By having this structured approach, you can make informed decisions, measure your performance against established benchmarks, and foster alignment among stakeholders. 🤝 Ultimately, an annual plan is not just about numbers; it’s about creating a roadmap for sustainable growth and success. 🚀

    • No alternative text description for this image
  • View organization page for Trusteer Financial, graphic

    2,311 followers

    At Trusteer Financial, we’re more than just a team – we’re your partners in growth. 🚀 Whether you’re facing financial challenges or looking to scale, we’re here to guide you every step of the way. With tailored strategies, measurable results, and dedicated support, we’ll help your business achieve its goals.

  • View organization page for Trusteer Financial, graphic

    2,311 followers

    Don't let opinions steer your business decisions. 📢 By adopting a data-driven approach, you ensure that your choices are grounded in facts, allowing you to uncover valuable insights and identify market opportunities while proactively addressing potential challenges. Ready to turn your data into actionable insights? Let’s work together to empower your decision-making and drive your business forward!

    • No alternative text description for this image
  • View organization page for Trusteer Financial, graphic

    2,311 followers

    Grow Your Business by Gaining Investor Trust 📈 Forecasting does more than guide your business decisions—it helps secure the backing you need. When you accurately predict profitability, investors are more inclined to believe in your vision and support your growth. By showcasing your promising revenue potential through solid forecasting, you can attract the funding necessary to fuel new campaigns and take your business to the next level. 💰🚀 If you're looking to boost investor confidence and set your business up for success, it's time to focus on financial forecasting! #FinancialForecasting #InvestorRelations #BusinessGrowth

    • No alternative text description for this image
  • View organization page for Trusteer Financial, graphic

    2,311 followers

    🌍 Expanding Your Team Across State Lines? Here’s Your Ultimate Guide to Multi-State Hiring! Expanding your team across state lines requires careful planning and attention to detail. By addressing these key areas, you’ll set your business up for success and maintain a compliant, efficient workforce. 1. Understand Nexus Implications: • Tax Nexus: Hiring employees in a new state can establish a tax nexus, making your company liable for state income tax, sales tax, and potentially other taxes. This often requires registering as a foreign entity and filing state-specific returns. • State Registrations: Ensure you're registered with the appropriate state tax agencies and have obtained any necessary permits or licenses. 2. Workers’ Compensation Coverage: • State Variations: Each state has its own regulations for workers' compensation. Some states require separate policies, while others allow for coverage through your primary state policy. Review the specific requirements of each state to avoid compliance issues and potential fines. • Coverage Limits: Check the coverage limits and benefits required in each state to ensure adequate protection for your employees. 3. Wage Garnishment Rules: • State-Specific Rules: Wage garnishment laws vary widely by state, including limits on the amount that can be garnished and procedures for handling garnishments. Familiarize yourself with these rules to ensure you’re processing garnishments correctly and avoiding legal pitfalls. • Administrative Challenges: Implement systems to track and comply with garnishment orders across multiple jurisdictions. 4. Local Taxes & SUTA Rates: •State and Local Taxes: Be aware of varying state and local income taxes, which can affect your payroll calculations. Some states have unique tax rates and filing requirements. •State Unemployment Tax Act (SUTA): SUTA rates differ by state and can impact your overall payroll expenses. Stay updated on rates and filing deadlines to manage your unemployment tax responsibilities efficiently. 5. Leave Laws: •State-Specific Leave: States like California have extensive leave laws, including family and medical leave, paid sick leave, and more. Ensure you’re compliant with each state’s regulations to avoid legal issues and maintain employee satisfaction. •Leave Tracking: Implement robust tracking systems to manage and report leave accurately according to state-specific requirements. 6. Telecommuting Rules: •Remote Work Tax Implications: Some states impose taxes on remote employees working from their home state, while others do not. Understand the tax implications for remote workers to avoid unexpected liabilities. •Clear Agreements: Draft clear telecommuting agreements that address state-specific tax obligations and other compliance issues. Tip: Regularly consult with legal and tax professionals familiar with multi-state employment laws to navigate the complexities effectively.

  • View organization page for Trusteer Financial, graphic

    2,311 followers

    Taking your business public is an exciting step, but the fiscal process can be daunting without the right team. Should you hire a Tax Director or a Tax Manager? What about a Tax Associate? 🤔 Our latest article dives into these questions and offers a solution that ensures a seamless transition to an IPO. 🏢📈 #IPO #TaxPlanning #FinancialServices #BusinessGrowth #TaxStrategy #Accounting #CFO #Finance #TrusteerFinancial #BusinessSuccess

    Taxes in IPO: Preparing Your Company for the Transition

    Taxes in IPO: Preparing Your Company for the Transition

    Trusteer Financial on LinkedIn

Similar pages

Browse jobs