Work With Us

SERVICES

We provide 3 packages for bookkeeping and payroll. Every package comes with monthly consultation, monthly financial reports and email support.

You can choose from Standard, Elite and Premium.

We follow DCAA compliance for contractors, offer time-keeping, financial project management, budgeting, and forecasting.

Payroll services can be offered a la carte.

We also customize packages.

No Taxation without Representation!

We provide tax preparation to individuals and businesses.

We offer tax reduction strategies to minimize your tax liability.

We provide representation services to assist with audits and help resolve tax issues.

Financial Curation Clients receive a discount on taxation services.

 

We team with our clients and perform a deep dive analysis of the business finances. 

We take a look at your business plan and outline financial strategies for your business

We create a financial roadmap that includes budgets and forecasting  to put the business on a path to profitability. 

We map out opportunities to create cashflow through avenues such as business credit, grants and other business fundings.

Cash Flow Strategies involve the client's dedication, commitment and the ability to see the end goal. 

We begin with the end in mind.

Infrastructure

development

We take a look at your business processes to implement growth strategies such as workflows and automations that help you save money.

 

We offer training on bookkeeping and payroll software to help companies who want to keep financials in-house.

You can choose from self-paced learning modules, live 1:1 and group sessions. 

 

Every training comes with email support. Self-paced comes with 2 consultations.

Business Consultation

cashflow 

Analysis

all things

Tax

financial

curation

Standard

The basic bookkeeping service package. We recommend this for new start-ups and businesses that need minimal bookkeeping. You will get monthly bank reconciliations (2 accounts max), cash flow management, monthly P&L, Quarterly Financial Statements, Monthly Bookkeeping Coaching Sessions and Monthly e-mail follow up on the health of your business. 

Software is a separate cost.

Premium

This package is for businesses that need more in-depth bookkeeping. We will manage your cash flow, operating expenses, monthly bank reconciliation (3 accounts), credit card reconciliation, 1099 tracking, monthly Profit & Loss statement, manage A/R & A/P, quarterly and annual financial statements, and semi-monthly bookkeeping coaching sessions.

Software is a separate cost.

elite

This is for businesses with high revenue volume. You will receive cash flow management, operating expenses, a/r&a/p, monthly bank, and credit card reconciliations, monthly Profit & Loss, budgeting and forecasting, 1099 tracking, monthly, quarterly and annual financial statements, two monthly coaching sessions, weekly email follow.​

Software is a separate cost.