With a true expert in your corner, you won't be evaluating your success just by “what's in the bank”.
Let us help you build a thriving business!
Uncover impactful insights that will increase your profits fast.
We will work together to identify and focus on the most POWERFUL numbers and information that will deliver the most impact possible for you.
Bookkeeping you can rely upon
Whatever your software (even if it's Excel!) you need to have a system for categorizing expenses—not only so you can see what's actually happening—but so you can capture all of the tax savings now available to business owners (if only they knew about them).
Payroll: Handled without pain
Have peace of mind knowing your payrolls are done RIGHT and a team in your corner.
Tax-Integrated Strategy
It's one thing to have clear P&L's—it's an entirely different thing to optimize your financial systems so you're capturing every legal (and ethical) deduction available.
The right advice, at the right time
It doesn't help to have your accountant tell you that you are running in the red AFTER you've buried yourself in debt. Or that a particular product/service category is booming, AFTER you've finished your sales cycle. Let me point you where you need to go.
Bookkeeping and Payroll
Establish greater profitability and business efficiency with our Bookkeeping and Payroll Services.
We developed The Simple S.O.R.T. Method™, a proprietary framework we implement to make sure your business foundation is strong and you're maximizing your bottom line.
Our Tax Planning Maintenance Package is now included with all bookkeeping packages. EVERY BUSINESS needs and deserves tax planning!
We are QuickBooks Online ProAdvisors and exclusively use QBO for bookkeeping, Gusto for payroll, and Avalara for sales tax reporting.
Bookkeeping, Payroll, & Sales Tax Monthly Packages Start at $1,000/month
Tax Planning
Planning is key to greater income and wealth.
We focus on mastering the nuances of tax law, complex tax codes and changes that will affect your tax returns throughout the year utilizing The Simple S.O.R.T. Method™ 30 point tax planning checklist.
Want to shrink your yearly tax bill? Our Tax Planning Package will minimize your IRS liability and keep more money in your pocket year over year.
Tax Projections are calculated twice a year so you are never surprised on April 15th!
Tax Planning is only offered to our monthly bookkeeping clients. We want to be an integral part of your team ALL YEAR LONG (not just at tax time)
Individual and Corporate Tax Prep
We have the expertise and knowledge you are looking for in a tax team.
We are not just data entry experts. We are ANALYTICAL experts that look for gaps and missing deductions as we prepare returns.
No more stress and paying more than you need to during tax season when you work with us.
Please Note: Tax Preparation is only offered if you are a monthly bookkeeping client.
Prices Starting at...
$750 for Individual 1040 tax returns
$1,500 for S-Corp, Partnerships, & C-Corp
(These fees include one state and one federal return)
VIP Strategy Sessions
Many issues and problems come up in the course of a normal business. We can help!
We offer 90 minute consultation sessions where we focus entirely on your business for that time and answer all questions you need answered.
These sessions can be used for:
- QuickBooks training, support, and clean-up projects
- New business setup questions
- Sales tax setup and answers
- Company Structure
- How to Organize your Bookkeeping and Records
- Tax compliance issues and questions
- Plus any other questions related to finances, taxes & business
Click here to reserve your VIP session!
$495/per session
Outsourced CFO Services
You Get All the Benefits of a Full-Time CFO…
At a Part-Time Price!
At some point, your business will reach a point where it would benefit from the advice of a full-time Chief Financial Officer, but you won’t quite be ready to spring for the $150,000+ price tag (plus bonuses and benefits).
Congratulations if your business has reached this point!
Our Outsourced CFO services provide you that valuable financial advice at a fraction of the cost – a perfect bridge for this stage of your company’s growth.
Click Here to Learn More...
**CFO Packages start at $5,000/month
Client Praise...
Ready to Scale Your Business Profits While Saving on Taxes?
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