Our Solutions

To provide you with the freedom to do what you love

 Bookkeeping

Document Management

Finance Coaching

Start-Up Formation

 

Better Bookkeeping

WHAT’S INCLUDED:


✓ Detailed recording of every deposit and expense to ensure you receive the tax write-offs you deserve!

✓ Perfectly categorized and reconciled transactions every month


✓ Crystal clear financial statements with real-person analysis via email and/or scheduled calls


✓ All financials are tax ready. We can work directly with your CPA if desired

✓ Monthly or quarterly services, depending on your company's needs

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Document Management

WHAT’S INCLUDED:


✓ A personalized cloud-based portal to manage all of your important documents easily and securely


✓ We create the system, customized for your business, and all you have to do is drag, drop, and upload the documents


✓ No more wondering where your business license is, or your tax documents from 2 years ago

✓ Applying for loans and grants is a snap when you have your information at your fingertips

✓ Document Management + Bookkeeping packages starting at $600/month

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Finance Coaching

WHAT’S INCLUDED:


✓ A comprehensive one-on-one call to review your current financial and/or operational systems, business objectives, and any roadblocks you may be facing

✓ A customized financial and budgeting plan to help guide you towards your desired destinations


✓ Quarterly check-in calls to reorient, ask questions, and ensure you are moving towards your personal and business financial goals


✓ We make the process simple and fun (we promise!), with easy to understand methods to help you align your spending, savings, and earnings with your values

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Start-Up Formation

WHAT’S INCLUDED:


✓ Consultation to understand your business goals and what type of business formation is best for you

✓ File all necessary paperwork with your state


✓ Register for an EIN (employee identification number) with the IRS


✓ Employer registration if needed

✓ File S Corp election with the IRS if needed

✓ Starting at $600, including filing fees

CONTACT US TODAY FOR A FREE CONSULTATION

 

 Client Testimonials

 

 Connect with us today to schedule your free 30 minute consultation.