OUR OFFERINGS & PROCESSES

Let us guide you through the murky financial waters of your business operations to a clear line of sight to your financial goals.

Recordkeeping and bookkeeping are essential to operating a viable business for many reasons including federal, state, and local compliance requirements related to taxation and business licensing.

Further, when it is time to scale and there is a need to purchase equipment or real estate, for example, having solid financial reporting will paint a picture allowing you to share your vision with banks and investors, ultimately allowing your business to  access capital.

Let us file your state and local sales tax payments, file your business income tax returns, and assist you with resolving tax issues.

Our business consultancy services tie together the information needed to inform tax preparation, business financing, and more!

We start with a FREE 15-minute call where we allow the client to brief us on their business' industry,  current structure, and  services needed, 

If we are a mutual fit then an invitation to book a discovery call will be sent to the client with the intention of creating a service agreement to manage your project or accounting services.