STRATEGIC THINKING,

FUTURE READY

We’re here to help you control and grow your business.

One of the most common reasons a business fails is a lack of cash. This is where a Virtual Chief Financial Officer (VCFO) can really help. The VCFO stays on top of your finances, knowing what you need to succeed as well as when it’s time to raise funds.

We provide a fundamentally sound financial process to better manage your business operations, which includes accurate and timely financial reporting so you can make decisions.

Tax laws are complicated. Every business needs a tax plan to take advantage of the changing laws. We customize a strategy for you to save tax dollars while complying with changing tax laws. You will have a peace of mind while running your business.

Looking for full-service “hassle-free” payroll and local customer service? Need more than just outsourced payroll, like time-keeping, scheduling, and support? Ready, set, grow!

Our strategy meetings are designed to help you move from where you are now to where you want to be. We listen, develop, engage and act with our custom plan for your business. You focus on your business as we guide you.

ACCOUNTING SERVICE PACKAGES:

Simple solutions for small companies and startups that need More.

Record transactions

Reconcile bank & credit card transactions

Prepares and record adjusting journal entries

Prepare monthly financial statements

Sales Tax Preparation

For businesses that are ready to increase momentum and focus on strategy and growth.

Record transactions

Reconcile bank & credit card transactions

Prepares and record adjusting journal entries

Prepare monthly financial statements

Sales Tax Preparation

Prepare 1099’s for contractors

For established businesses who are ready to Maximize and take their business to the next level.

Record transactions

Reconcile bank & credit card transactions

Prepares and record adjusting journal entries

Prepare monthly financial statements

Prepare 1099’s for contractors

Sales Tax Preparation

Process bills and vendor payments

Track credit card expenses and receipts

Process reimbursable expenses

Paperless bill and receipt access

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