Our Services
Financial Foundations
Many business owners start doing their own books but find it hard to find answers to important questions. We built Financial Foundations just for this scenario.
We’ll provide the guidance and resources you need to ensure the important details are covered:
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1:1 Expert Review: Identify mistakes that could be costing you
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IRS Compliance: We’ll cover the common requirements you need to know
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Expense Review: Learn the common deductions every business owner should know
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Organizing Financials: Insights on how to organize your financials for better clarity
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Guides and Resources: We’ll provide the information you need to reference in the future
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Personalized Action Plan: So you can take action to protect your profits and your business
Tax-Ready Bookkeeping
Built for the business owner who wants to leave the busy work behind. We’ll make sure the finances are clean and up to date so you can make informed decisions all year round. If you're ready for a stress-free tax season, this is the starting package for you.
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Every transaction categorized to accounting standards
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Bank & credit card accounts balanced monthly
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Comprehensive quality checks
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Monthly Financial Reports
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Quarterly Video Commentary
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Year-end financial packet for your tax professional
Full Service Accounting
If your business has more complex needs, we’ll start with our Tax Ready package and add customized services to suit your business needs. We’ll meet throughout the year to discuss business changes and provide our insights into how the business is performing.
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Accrual accounting
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Accounts Receivable & Payable
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Inventory & COGS
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Payroll
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Loans & Fixed Assets
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1099 & Sales Tax filings
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Advisory Review Meetings
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Collaboration with your Tax Professional
Profit & Cash Flow Consulting
This is for business owners who have a few years under their belt and know their business model works. The revenue is there, but maybe the profit margins aren’t what you want them to be or cash flow issues continually creep up. Maybe you want to prepare for the next big goal, such as selling the business or paying yourself more. Whatever the goal, our Profit & Cash Flow Consulting is the way to take your business to the next level.
We’ll work with you to instill CFO-level processes into your company’s financials so every decision is backed by real understanding, not guesswork.
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Defined Financial Objectives
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Process Improvement Initiatives
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Profit and Cash Flow Forecasts
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Financial Planning & Budgeting
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Business-focused KPIs
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Accountability Trend Analysis
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Collaboration Reviews
