• Income tax preparation.
  • Income tax planning and consulting.

  • Business start-up consulting.

  • General ledger review.

Tax Services

  • On-site Bookkeeper.
  • On & Off-site Bookkeeping.
  • Tax compliance and planning.

  • Estate and gift tax planning.


  • Strategies for owner’s contributions.
  • Designing group benefits.
  • 401(k) and pension solutions.
  • Trust coordination.


  • On & Off-site Bookkeeping.
  • Complete management accounts.
  • Credit control and updates.
  • Virtual Bookkeeper.


  • Monthly and weekly payrolls.
  • Prepare the year-end returns.
  • Prepare Auto-Enrolment details.
  • Pension provider.


  • General ledger accounting.
  • Accounts payable/receivable.

  • Payroll and sales tax return strategy.
  • Account reconciliations.

Jan Sundberg has been providing accountancy services and advice for many years.

My goal is to remove the burden of accounting and tax work from you so that you can have more time to do what you do best, running your business. Contact me today for a free consultation or estimate.

Jan Sundberg

Founder / CPA – Sundberg Financial

Get a personal consultation.

We will take care of your accounting and administrative services.