Our Services

Bookkeeping Services

• Recording financial transactions, including but not limited to income, expenses, and invoices

• Organizing financial statements, preparing financials for tax planning/tax return prep 

• Reconciliation of bank statements and credit card statements

• Preparation of financial statements (Balance Sheet, Profit & Loss Statement)

• Reviewing payroll services (if applicable)

• Assist in worker’s comp audits/reporting

• File any necessary state/federal documentation (Beneficial Ownership Reports, Secretary of State Information Reports)

Consulting Services

• Providing strategic financial advice and guidance on business operations, including budgeting, forecasting, and cash flow management

• Advising on best practices for financial reporting and accounting processes

• Offering insights on cost control, tax efficiency, and business growth strategies

• Reviewing and making recommendations on software systems, tools, and processes to improve financial operations

Administrative & Project Managing Services

• Workflow & Process Automation: Help automate routine tasks like invoicing, payment reminders, and financial reporting 

• Document Management Systems: Set up systems to organize, store, and retrieve financial documents, ensuring easy access and regulatory compliance

• Business SOPs (Standard Operating Procedures): Create and design streamlined procedures for day-to-day business operations to reduce inefficiencies and improve consistency

• Newsletter & Website: Support process of creating a newsletter, website and/or online store/courses, assist in outsourcing necessary guidance

• Hiring & Training Support: Help draft job listings, hire and train support staff in areas that will benefit the business

  • Want to chat before committing to monthly services?

    Maybe you have Quickbooks started but feel that you’ve gotten lost along the way, leaving your books out of sorts

    Maybe you already have systems in place but need helping outsourcing with task management and hiring

    Maybe you’re a solo entrepreneur who wants to bounce some business ideas off another person

    Maybe you’re looking to budget and create a spending analysis

    Schedule a consultation call to assess your business needs, before committing to our services.