Bookkeeping

We’ll work with your team or handle the bookkeeping entirely! From invoicing, accounts receivable, accounts payable, bank reconciliations and monthly financials, we’ll use the most current technology to keep your information up to date and relevant, so you can make empowered financial decisions!

Virtual CFO

Think you can’t afford a CFO on your team? We can be your trusted advisor, without the CFO salary! Through monthly meetings, we’ll get to know your business and goals. We’ll advise on labor, services, marketing, growth, etc. If we don’t have the right expertise, we'll refer your question to someone who does!

Tax

Businesses and their passionate individuals have additional complications to consider when planning, so let’s work together! We’ll have a constant tax perspective eye on your financial happenings and are available for questions anytime they arise! For individuals, we’ll also look at tax savings opportunities or potential surprises. Send your teenagers in for a quick lesson on how to file their own taxes and learn the basics of earning and paying!