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
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Client Testimonials