Services Provided

 

ACCOUNTING/BOOKKEEPING

Accounting is the backbone of your business. As a business owner, time is a commodity. Books are a mess? Unable to get an accurate picture of the business? We will take your books from a mess to success. Spend your time doing what you do best, growing your business but still in control of the finances without doing the work. We will make sense of all the numbers and provide you with regular reports so you know the status of your business and guide you with direction for the future: Understanding cash flow and profit and loss.

 

BUSINESS OWNER/PERSONAL CFO

Are you overwhelmed with your personal finances? As a busy entrepreneur, you have a lot to juggle: Running a Business, Traveling, Taking care of kids, older parents. You finding time to focus on the daily tasks of money management is becoming more difficult. Entrust your day-to-day finances to a partner that understands YOUR personal, business and family goals. Our services from bill pay to overseeing your wealth management can help you meet your needs and give you your life back.

 

CONSULTING

Setting up business? Need help setting up accounting processes? Analyze financial statements? Determine profitability/cash flow?

We work with the small business owner to formulate his/her goals, develop strategies and long-range planning.