Our Solutions
Bookkeeping
Businesses today need a strong network of support. We can become a trusted advisor in that network. As your financial coach, our firm provides the accounting and bookkeeping support you need. We will walk alongside you as an extension of your team, focusing on ways to maximize tax savings, utilizing the most effective technologies, and offering sophisticated solutions that will give your business an edge.
Here are some of the benefits we offer:
- We use software like QBO, QuickBooks, and Xero.
- We provide reports regularly (monthly, quarterly, semi-annually, or annually). We can also offer on-demand reports upon request.
- On-site bookkeeping allows us to become like your back office.
Business Consulting
As your business consultant, we'll bridge the gap between your financial data and how to use it to make intelligent business decisions. We'll prepare accurate and informative financial reports that will empower you to clearly see where your money is going and guide you toward developing a plan to improve performance.

Most importantly, when you work with us, we'll become your devoted business advisor. We'll take the time to get to know your business, help you manage the financial health of your company and help you focus on increasing productivity and maximizing revenues.
Partnerships & Business Transitions
If you are a business owner planning to sell your ownership in a company, having a strategic exit plan can help reduce your stake and make a substantial profit if the company is successful. Bringing in a planning advisor will help guide you through the process. We help current owners exit their companies and assist new owners with their transition into business ownership. Additionally, we'll discuss financial plans with the future business owners to get them on a path to prosperity right out of the gate.
Adding a Business Partner
People with like visions and common contact points often consider pursuing a business venture together. Too often, people rush into agreements with others without adequately evaluating the potential risks and rewards. A business partner should bring something to the table you don’t already have. The combining of gifts, talents and abilities should improve business and accelerate its growth. We can assist in increasing owner awareness of issues that might cause future conflict to prevent irreconcilable differences.
Start-Up
Starting a business is exciting and thrilling. However, everything that comes after the excitement and thrill have worn off dictates whether a small business will make it or not. A systematic action strategy is needed to fulfill your dream or goal of running a successful business.
We can help you avoid the common pitfalls many new small business owners make when starting their new venture. We will help build your new company so it starts on firm financial ground. We'll talk about your financial goals, the potential growth for the business, and your ideal profit margins to get your new business up and running seamlessly.
Tax Preparation
Preparing your own income tax return can be a task that leaves you with more questions than answers. While tax software offers some assistance, there's no substitute for the real-world experience of a
qualified professional when it comes to preparing taxes. We go beyond tax compliance and proactively recommend tax-saving strategies to maximize your after-tax income while continually looking for ways to minimize your taxes throughout the year, not just at year-end.
