Services

Bookkeeping: QuickBooks online or custom made Excel worksheets. Assistance provided in person or online, based on the company's needs and location.
Corporate Taxes: Business tax filing for LLC, Partnerships, and Sole Proprietors.
Sales and Use Tax Filing: Sales and Use tax filing and assistance.
Financial Statements: Balance sheet and income statement (Profit and Loss).
Account Reconciliation: Reconciling general ledger accounts to track the flow of money coming in and out of each account. This is a great way to detect and prevent fraud.
Profit Forecasting Analysis and Budgeting: Forecast a company’s financial stability. Determine future profits, and save money to fund future projects through the use of budgeting tools.

Business Plans: Business plan creation to assist company in gaining investors, and use as a blueprint to properly execute the company vision or mission.
Business Startup: Complete paperwork to file in accordance to regulatory guidelines to become a legal business entity. For example: Articles of Organization, Business Licenses, and Insurance, etc.
Financial Consultation: Hourly or retainer service fee for professional counsel on business matters that arise.
Policies and Desktop Procedures: Define clear policies to assist in the execution of a company’s mission, and establish desktop procedures to properly document important job duties.
Business Forms and Invoicing: Customized Excel or Word Business and Invoice Forms.
W2 vs. 1099: Analyze job title and duties to assist company in determining the proper classification of staff as either employees or independent contractors.

Webinars or In-person Seminars: Seminar topics include Business plan creation, How to create an effective budget, Important steps in becoming an entrepreneur, Secrets to playing the Corporate game.
Training Needs: Personal trainer based on your company’s needs. This includes group and one on one training, work books, and webinars.
Personal Budgeting Coach: Personal money management assistance to understand spending habits, and make adjustments based on life changes and financial needs. This includes building a budget, creating realistic spending plans, paying down debt, and saving money.