Who it's for
Formation is the first step of a monthly bookkeeping and tax engagement; we do not offer stand-alone formation or bank-account services. Chinese companies planning a U.S. entity — or that have just formed one and aren't sure what comes next.
Common problems
- Uncertainty about what must be completed after formation
- Confusing sequence for EIN, banking and state registrations
- Unclear tax implications of entity type and state selection
- No complete first-year compliance checklist
What we do
- Support entity setup and structuring alongside your attorneys (we do not provide legal advice)
- Coordinate EIN application and state tax registrations
- Support bank-account documentation
- Initial QuickBooks and payroll setup
- Build a first-year compliance roadmap with every task, owner and deadline
Expected outcome: Within your first 90 days, systems and registrations are in place and you know every compliance deadline for the year.
Included- Name check and state filing
- Articles / operating agreement and initial resolutions
- Registered agent, first year
- EIN (available to non-resident owners without an SSN)
- Bank-account document package and the "real operations" evidence list
- Sales-tax registration in the warehouse state
- QuickBooks setup
- First-year compliance calendar
Not included- State filing fees (passed through at cost)
- The outcome of bank and payment-platform reviews (we assist; no guarantee)
- Trademarks, immigration and visas, notarization
- China-side ODI filing and Circular 37 registration (handled by your PRC accountant)
- Stand-alone formation or bank-account services (not offered)
Solution page: U.S. company formation (with ongoing bookkeeping and tax) →
Who it's for
Businesses that need accurate, timely, decision-ready U.S. books — whether starting fresh or cleaning up history.
Common problems
- Incomplete or unreconciled QuickBooks records
- A monthly close that slips, leaving headquarters in the dark
- Reports that don't match headquarters' requirements
- E-commerce revenue, fees and refunds that are hard to reconcile
What we do
- QuickBooks setup, chart-of-accounts design and maintenance
- Monthly bookkeeping with bank and credit-card reconciliations
- Monthly close and management reporting, aligned to headquarters' needs
- Marketplace and payment-processor reconciliation
- Historical cleanup and rebuild
- Compiled financial statements (SSARS compilation reports) for banks, investors or headquarters — we do not provide audit or review attestation
Expected outcome: Accurate, readable financial statements on a fixed monthly schedule — one set of numbers for both sides of the ocean.
Included- QuickBooks bookkeeping, bank and credit-card reconciliations, month-end close
- Monthly management reports (bilingual)
- Quarterly income-tax estimates
- State annual report
- Day-to-day questions by WeChat or email
- Routine tax-notice support
- Year-round compliance calendar reminders
Not included- Annual income-tax returns (quoted separately)
- Historical catch-up and cleanup (project)
- Audit, review and other attest services
- QuickBooks subscription (paid by the client)
- Books of a second related company (additional)
Who it's for
Companies hiring in the U.S. — including remote employees and multi-state teams.
Common problems
- Unclear registration requirements before the first hire
- Different payroll tax rules in every state
- Confusion between W-2 employees and 1099 contractors
- Missing onboarding documentation
What we do
- Payroll platform selection and setup
- State employer registrations and multi-state payroll tax compliance
- Ongoing payroll management and review
- Year-end W-2 and 1099 support
- Employee onboarding compliance support
Expected outcome: Employees paid correctly and on time, employer filings on schedule, and obligations mapped before you expand into a new state.
Included- Payroll runs for up to 3 employees
- Forms 941 / 940 and state unemployment filings
- W-2 / W-3 and 1099-NEC year-end filings
- Health-insurance and 401(k) withholding, remittance and reconciliation
- State employer-account registration
Not included- The 4th employee onward (additional)
- PEO, insurance brokerage and the benefit plans themselves
- Legal advice on H-1B and other visa or employment compliance
- Employees in more than two states (additional)
Fractional CFO · Controller · Tax Director
Finance and tax leadership, part-time
See the full page →
Who it's for
U.S. subsidiaries of Chinese companies whose business has outgrown vendors but does not yet justify a full-time CFO, controller or tax director. A CPA with in-house experience leads; B&G's team executes; headquarters is briefed in Mandarin.
Three roles
- Fractional CFO: budget and 13-week cash forecast, headquarters and board reporting, equity vs. loan funding and U.S. bank financing, models for plants, acquisitions and fundraising, finance team and systems
- Fractional Controller: close calendar and 10-business-day close, full reconciliations, U.S. GAAP to headquarters consolidation package, controls and approvals, group-audit PBC
- Fractional Tax Director: the full tax calendar, quarterly provision (ASC 740 / IAS 12), transfer pricing and related-party register, multistate nexus, withholding on cross-border payments, IRS and state notices (Enrolled Agent representation)
How it works
- Three levels of involvement (Advisory / Accountable / Embedded), fixed monthly fee, never hourly
- Engage one role or combine them under one leader
- Leadership layer only, reviewing your existing bookkeeper and preparer, is an option
- First 90 days: 30-day diagnostic → build by day 60 → monthly operation by day 90
Expected outcome: Headquarters receives numbers it can read and consolidate, and a person who can answer "why"; every finance and tax milestone on the U.S. side has an owner and a paper trail.
