Our Services
Business Management
- Bookkeeping: Management of daily transactions
- Payroll: Management of Payroll and Payroll Taxes
- Planning: Reporting and advice to maximize profits and minimize expenses
- Payables & Receivables: Management of supplier and customer invoices
- Taxes: Preparation and Filing
Personal Finance Management
- Budgeting: Creation and management of household budget
- Credit Monitoring: Strategies for credit repair and ways to increase score
- Bill Payment: Processing of all personal bill payment obligations
- Financial Coaching: Consultation and analysis of future events (weddings, relocation, large purchases)
- Forecasting: Creation of a realistic forecast for 1, 3, and 5 year financial plans
- Taxes: Preparation and Filing
Advisory
- Reporting: Assist Executive Leadership to make informed decisions
- Capital Fundraising: Advice on seeking equity to help grow your business
- Mergers & Acquisitions: Financial planning for mergers and acquisitions