Focus On What You Enjoy, We Will Focus On Your Books

Get started with a consultation of your current business status or your tax needs!

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Our Small Business Services

Bookkeeping Services

Virtual, Cloud Based
Monthly financial statements to show current standing and support growth
Management of vendor and customer invoices

CFO Services

Bookkeeping Services

Help make informed decisions with monthly reporting and strategy meetings
Budget Management to create a profit plan and seek equity to help grow your business

Tax Preparation

Bookkeeping Services

Tax Preparation

Individual and Business Tax Filings
Prior Year Returns
Tax Planning and Advisory
All taxes are prepared through e-filings

online appointments

One Hour Initial Bookkeeping Consultation

To understand how you run your business, especially the accounting side, and see how we may be able to help you and your business.

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Tax Consultation

To acquire necessary client information to explain our tax preparation process, prepare your returns, and discuss your tax results.

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Kick Off Bookkeeping Meeting

After all documents have been finalized, this is the first official meeting with a new client to inform the client of key deliverables, timelines, and other essential details to help everyone get on the same page.

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Historical Cleanup/Catchup Post Meeting

To review all bookkeeping items and months/years covered in the historical cleanup and/or catchup. The main 3 financial statements will be reviewed. Additionally, areas that are working properly and areas needing improvement will be discussed.

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Monthly Bookkeeping Meeting

To review all of your business' monthly financial statements. Together, we will discuss areas that are working properly and areas needing improvement.

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CFO Services Consultation

To discuss the CFO services we provide and to determine how we may assist you and your business.

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Virtual One-on-One Meeting

Are you interested in becoming referral partners or collaborating? Let's meet virtually to learn more about each other and see if we can work together.

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Focus On What You Enjoy, We Will Focus On Your Books

Our Small Business Services

Bookkeeping Services

Bookkeeping Services

Bookkeeping Services

CFO Services

Bookkeeping Services

Bookkeeping Services

Tax Preparation

Bookkeeping Services

Tax Preparation

online appointments

One Hour Initial Bookkeeping Consultation

Tax Consultation

Kick Off Bookkeeping Meeting

Historical Cleanup/Catchup Post Meeting

Monthly Bookkeeping Meeting

CFO Services Consultation

Virtual One-on-One Meeting

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