Services
OUTSOURCED BOOKKEEPING
BENEFITS OF OUTSOURCED BOOKKEEPING:
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Increased Efficiency – We perform QuickBooks Online Setup, Training, and Maintenance. With proper setup and an experienced bookkeeper, small business owners can have an accurate view of their business financial state.
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Integrated Record Keeping – We use tools that allow us to track, record, and store supporting documents to financial transactions. Save paper, save trees!
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Expert Reconciliations – We reconcile all your bank, credit card, and loan accounts so that you know exactly where your money went.
Need More? We are qualified experts in accounts receivable and accounts payable tasks as well as Accounting Advisory Services to further enhance your financial strategy.
FRACTIONAL CFO/COO
BENEFITS OF FRACTIONAL CFO/COO SERVICES:
Gain Insight and Clarity – We use both historical data and conversations to support you in profit analysis & maximization, budget preparation, and cash flow projections.
Expertise – We offer services in strategic business planning and developing internal controls.
Impartiality – Having an unbiased and objective opinion, along with out-of-the-box thinking, means consultants can focus on the goal without getting caught up in the day-to-day operations.
PERSONAL TAX PREPARATION
BENEFITS OF PERSONAL TAX PREPARATION:
Lighten Your Tax Burden – We not only save you time, but we also aim to save you money! We help you identify every deduction, credit, and strategy that will minimize your tax liability.
Secured – We provide a secure file portal for you to upload your tax documents.
Trusted. Our tax preparers complete the annual filing season program requirements, which recognize the efforts of non-credentialed return preparers who aspire to a higher level of professionalism. Participants meet the requirements by obtaining 18 hours of continuing education, including a six-hour federal tax law refresher course with a test.
We provide a secure file portal for you to upload your tax documents.
HOW TO GET STARTED?
STEP 1
Schedule a discovery call. During the call, we’ll learn about your business, discuss your goals, and customize our services to your needs.
STEP 2
Once we decide we’re a good fit for working together, we’ll provide you with an engagement letter outlining our services and pricing and start the onboarding process.
STEP 3
During onboarding, we get all the information we need from you to get started.
STEP 4
Sit back while we take care of your books! Every month, we bring your books up-to-date, reconcile all of your accounts, and provide you with accurate and clear financial reports.
