Our Services

Coaching

If you want to maintain your financials on your own, we will make sure your books are set up correctly to help support your success and confidence from the very start.

One time or on-going services include:

  • Financial Strategy Sessions

  • Initial Set-up of QuickBooks Online Company

  • Clean-up of Existing QuickBooks Online Company

  • Customized Coaching and Training

Financial Management, Bookkeeping and Tax

If you would like for us to maintain your financials and prepare your entity tax returns, we will make sure you get the meaningful information you need to make empowered business decisions.

Monthly or quarterly services include:

  • Diagnostic Review of Books

  • Account Review and Reconciliation

  • Month-end Accounting

  • Expense Analysis

  • Financial Statements

  • Tax consulting and compliance

  • Financial Analysis

  • Process Improvement

  • Specialized KPIs

Consulting

If you need help with one-time or short term projects, we have the education and experience needed to help with compilation and analysis.

Ad hoc or on-going services include:

  • Compilation of Financial Information for Individuals, Nonprofits, Trusts and Estates

  • Financial Information Analysis for Litigation and IRS Notice or Audit Response

  • Excel Tools for Financial Analysis

  • All Things Ad Hoc - Just Ask!