OUR
SERVICES
Team up with someone detail oriented,
experienced, and trustworthy.
We offer a wide range of services to meet our mission. To provide service and education to enhance our clients' financial literacy.
Bookkeeping Services
Bookkeeping can be tedious and extraneous process. Allow us to keep records of your business' financial transactions and preparing financial statements, such as balance sheets and income statements.
Business Consulting
Turn idea into a successful business. Receive advice on strategy, operations, sales, finance, marketing, supply chain management, HR, operations, and security. In addition, resources and a plan to improve an organization's performance.
Client Management
Our process of managing, coordinating and overseeing a company's interactions between potential clients and existing clients. Building and strengthen relations between an organization and its clients. In addition, ensuring client payments are received.
Fractional CFO
Offering your company the experience and expertise of a high-end CFO without the in-house cost—salary, benefits, and bonuses—of a full-time CFO. Service is provided to help overcome financial challenges such as labor management and etc. To aid in achieving growth, optimize strategy, and to implement efficient financial operating systems.
Tax Services
Preparing for tax time starts January 1st every year. Our daily money managers and bookkeepers ensure our clients are educated in deductible expenses, and how to maximize their tax returns and in other circumstances reduce their tax liability.
Vendor Management
Controlling that cost to provide a product or service, reducing potential risks related to vendors, ensuring excellent service deliverability, deriving value from vendors in the long-run, and ensuring vendors' payment is remitted.
What Our Clients Say
A.S.
“August 2019 I made a decision to improve my financial situation and realized that I was in need of help to achieve my goals. Since my credit score increased to a score of 812, my student loans were repaid, and bought a house all before my 10 year deadline.”