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!