Your one stop shop from small businesses to mid-size companies on the rise! We offer a full suite of services, customizable to your needs and have the knowledge and experience to take your finances from a stressful part of your life to something you understand with ease. We guarantee clean, audit proof financials and back that with superior customer service, transparency, communications, and a high moral standard. We are here to help you thrive and grow beyond your expectations.
Industries we specialize in managing the books for; Trucking, Real Estate Brokerage, Row Crop Farm, Music Producer, Diesel Mechanic, Hobby Farm, E-Commerce, Interior Design, Law Firm, IT Company, Real Estate Team, Event Planner, Agricultural Construction Company, Professional Photographer, Non-Profits, Big Tech, Travel Agency, Real Estate Wholesaling, Realtors, Counselors, Life Coach, Liquor Store, Airbnb Owners/Investors, Tractor Mechanic, Marketing Agencies, Personal Finances, Health Food Store, Health Food Distributor, Electrician, Welder, Furniture Retailer, Youtuber, Tiny Home Builder, Doctor’s Office and Wellness Spa. We are also always excited to venture into any new industry and expand our knowledge and capabilities.
Our Offerings
Fractional CFO Only - no day to day assistance needed
Revise annual income forecast.
Review financial reports for tax returns.
Providing leadership, direction and management of the finance and accounting team.
Providing strategic recommendations to the CEO/President and members of the executive management team.
Managing the processes for financial forecasting and budgets and overseeing the preparation of all financial reporting.
Advising on long-term business and financial planning.
Establishing and developing relations with senior management and external partners and stakeholders.
Reviewing all formal finance, HR and IT related procedures.
Regular monthly and quarterly meetings to discuss financial planning.
Get a leg up partnering with us to oversee all your financial needs, analyze long-term business goals, and help set you up for maximum growth in the future for just $2,000/month.
Simple Bookkeeping
Record and categorize all incoming and outgoing payments.
Make virtual deposits.
Balance and reconcile business accounts monthly.
Prepare Financial Statements Monthly and Year to date.
Get your day-to-day financial needs handled and the financial reports you need for just $500/month.
Full Charge Bookkeeping
(All of the above, plus the following)
Review cash position.
Prepare and send invoices.
Pay vendors.
Review projected cash flow.
Process payroll.
Approve & file tax payments.
Check inventory status.
Review past due receivables.
Compare your income statement to your budget.
Quarterly payroll reports.
Quarterly sales tax.
Issue W-2 and 1099’s.
Audit Proof Financials
Know that all your finances, reporting, AR, AP, taxes, and payroll are all handled daily, and you have someone on your team with a thorough knowledge and dedication to your business’s financial success for just $2,000/month.
Full Service + Fractional CFO
(All of the above, plus the following)
Revise annual income forecast.
Review financial reports for tax returns.
Providing leadership, direction and management of the finance and accounting team.
Providing strategic recommendations to the CEO/President and members of the executive management team.
Managing the processes for financial forecasting and budgets and overseeing the preparation of all financial reporting.
Advising on long-term business and financial planning.
Establishing and developing relations with senior management and external partners and stakeholders.
Reviewing all formal finance, HR and IT related procedures.
Regular monthly and quarterly meetings to discuss financial planning.
Audit proof financials.
Partner with a trusted financial advisor who oversees all your financial needs, analyzes long-term business goals, and helps set you up for maximum growth in the future for just $4,000/month.
Tax Consultations & Returns
Personal Tax Filings
Business Tax Filings
Tax Advisory Consultations
Ranging from $200 to $2,000
Clean Up Projects and Financial Audits
Analyze your books and create an outline of all actions needed.
Clean up and streamline your Chart of Accounts.
Re-categorize transactions as needed.
Reconcile every account needed for however far back you need to go.
Provide audit proof financials.
Conduct year-end tax prep if desired.
Audit AR, AP and liabilities.
Trust us to get you in tip top shape (having already cleaned up over $23m in bookkeeping mistakes), with the confidence to face any audit and know that you can trust what your financial reports show you, ranging from $3,000 to $6,000 per month depending on the scope of the project. We also handle small clean up projects that take less than a month so if you have a smaller project, setup a call with us today and we can clarify how long it'd take and what all is needed.
Are YOU ready to save money on taxes?
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.