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.

Fiduciary Services

Acting on behalf of a person or persons and is legally bound to act solely in their best interests as a trustee, executor for seniors, or power of attorney. Ensuring the financial needs are handled in a timely manner.

Payroll Management

Using our business relationships and expertise of compensating employees for services rendered. Also providing a financial record of employee gross earnings, payroll deductions and net pay, as well as the employer's related payroll tax liability.

Retirement Planning

Retirement is optional, it is a choice. If you so decide to retire or not a plan is essential. Providing financial strategies of saving, investments, and ultimately distributing money meant to sustain oneself during retirement.

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.

Trust & Estate Planning

Referral.

Vendor Management

Running a business is not a single feat. In many instances outsourcing is essential. 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.

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.

Credit Management

Reviewing, analyzing and teaching the value of credit. The importance of its utilization for personal and business use. When done correctly it will improve cash flow and lower the rate of late payments.

Daily Money Management

Managing bills can be overwhelming, and failing to pay them timely can lead to unnecessary fees and anxiety. Our daily money managers help curate a budget for financial stability, monitor and pay incoming bills. We monitor your statements to catch any unusual activity in your accounts to reduce your risk of becoming a victim of fraud.

Debt Management

A strategic effort to eliminate unsecured debt such as credit cards, medical bills and etc.

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.”