Services

For the business-owner who wants an in-the-trenches partner.

This package offers comprehensive financial support for your busines, including monthly meetings to discuss progress and goals, collaborative tax planning, regular transaction classification and reconciliations, customized financial reports with key insights, and year-end documentation for tax preparation. We aim to be your leadership team's dedicated financial partner, addressing your specific needs and supporting your business growth.

For the business owner who needs an ally for steady growth or looking to strategically grow in the future

This comprehensive package includes monthly meetings, collaborative tax planning, monthly bookkeeping including  financial reports with key insights. This suite of offerings is designed to provide ongoing financial guidance and support, helping you understand your current business position and plan for future growth while ensuring your financial records are accurately maintained and optimized

For the business-owner who just needs help with the books

This package provides essential monthly accounting support, including transaction classification, account reconciliations, and preparation of key financial reports, along with a year-end package ready for tax preparation. There is also the option to add discounted services as needed. This suite aims to maintain accurate financial records, and streamline tax preparation while offering flexible support to meet evolving business needs.

One-hour session to discuss any of your pain points. We can strategize items such as:

• Can I afford to hire an associate?
• Why am I not making any money?
• Am I paying myself too much?
• How can I save on my taxes?
• OR any other questions you may have

As Quickbooks Online ProAdvisors, we can assist you from creation to implementation of your QBO account to make sure you're comfortable and confident in utilizing QBO for your business' bookkeeping 

Do you ever wonder how your business is doing? Let us work through a check-up to pinpoint any problem areas and help to determine possible solutions.

Includes: In-depth meeting, bookkeeping review, review of current processes, prior year tax return review, written follow-up guidance.

Are you a year or more behind on your books? This is for you! We will get your books accurately and efficiently caught up so that you are ready for tax prep; this includes a tax package for your Tax Pro. 

Setting up your business takes a lot of work. We can help you every step of the way to ensure you are compliant and covered.