Accounting
Full service accounting in its true form - and everything in between. We can become your entire back-office accounting team of CPA, Controller, CFO, bookkeeping, and payroll.
Legal
Your business legal needs will finally be a breeze! They will be planned in connection with your CPA and financial planner, no longer requiring you to be the middle man.
Financial Planning
Over 35 years of helping individuals and companies execute their retirement vision. We can help you reach your financial goals.
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The WHAT and WHY of us...
Business Consulting / CFOUse our 30+ years of experience for monthly or quarterly coaching sessions to review business practices and the financial health of your company. So many great business people know their industry very well and are very talented in that area. However very few also have diverse skills and knowledge within the finance and accounting field. Which as we all know is the backbone of a business. Running a business without an in-depth knowledge of your financial situation is like stressing over the bug on your windshield while ignoring the smoke coming out of your engine. We work with the owner in a role similar to that of a CFO because most businesses cannot afford and do not need a in-house, full time CFO.
Proactive Tax PrepDon’t fall victim to the IRS. Take a proactive approach, planned and managed throughout the year to maximize the money in your pocket. Taxes are a necessary evil that must be addressed. However, contrary to popular belief, in business there are many things that can be done to manage tax. The most critical component to that management is that it’s done throughout the year, before year end, with long term goals in mind. Our tax planning sessions are completed in October and November giving you, if need, time to make critical business strategy moves. The vast majority of people believe that taxes are managed when their tax return is prepared. This is not true. The best time to manage tax is during the year and before year end.
BookkeepingAccurate, timely financial information is critical to a business. Bookkeepers enter the information but lack the ability to make it useful. We become your entire backroom, eliminating the need, headache and expense of hiring. Accounting systems designed and properly implemented have the power to transform an owners decision making ability.
Focus & Freedom
Freedom to do what you do best. Spend time in the areas of your business that you enjoy and make you money. Entrepreneurs envision doing what they love all day long, but instead end up trying to fix QuickBooks and stressing over their billings. Business owners are where they are because they leverage a skill or a passion they have and make it attractive to others. Because of who they are, they are natural problem solvers trying to tackle every task that needs tackling. Focus on your strengths and find someone whose strengths are your weaknesses. You will never be happier or more profitable.
LegalOur in-house attorney is ready to assist you with all your legal needs from contract review to liability assessments to various H.R. compliance needs. Just have a quick question, talk with your attorney for no hourly fees. Finally, get that estate plan in place you have talked about doing for years.
Financial PlanningFinally someone who understands your business and your investment goals and can help with both. Coordinated, they will yield greater results. Your business finances, personal finances and investments are not mutually exclusive; they are intertwined one with another. A factor in one may have great impact on your decisions in another. Coordinating that to maximize returns between multiple organizations or people is challenging if not impossible. Simple solutions are often the best. Having one place to handle all of it is the answer.
Technology
We’re closer than down the street, we’re at your fingertips. Distance is not an issue when we’re your partner. Thanks to technology we are in contact with you significantly more than you were with the guy around the corner that you used before. Zoom meetings and in-person contacts are the norm around here.
Real Business Consulting Resources
We provide you with all of your back office bookkeeping, accounting functions & processes, real time consulting and planning needs.
Business Consultant Package Options
Add payroll to any package for $165 (up to 5 employees / 5+ priced separate)
*Customize your package with Legal added to any offering.
Basic
Starting at
$150 / Month
- Unlimited Support
- Semi-Annual Bookkeeping Review
- Investment Services
- Semi-Annual Financial Statements
Classic
Starting at
$250 / Month
- Unlimited Support
- Full-Service Monthly Bookkeeping
- Quarterly Financial Statements
- Investment Services
- Year-End Tax Projection & Planning Reply
Professional
Starting at
$350 / Month
- Unlimited Support
- Full-Service Monthly Bookkeeping
- Monthly Financial Statements
- Investment Services
- Year-End Tax Projection & Planning
- Accounts Payable
Ridiculously
Happy Customers
Knowing is half the battle
