Get better control over your company!
Whether you need bookkeeping, tax preparation, or would like to align with a strategic partner for your overall growth and business success, we can help. We will customize an array of services to meet your current and future needs, all included in one flat rate price.
Our services typically fall into three levels - Establish - Empower - Evolve
Our engagement with your business deepens in each service level. Giving you the ability to grow and evolve as you choose.
Where are you today? Where do you want to be?
EstablishLevel 1 |
EmpowerLevel 2 |
EvolveLevel 3 |
|
|---|---|---|---|
|
What |
Accurate and timely recording of past financial activity for a reliable representation of financial position and performance. | Financial planning, detailed insights, and in-depth analysis to align your company’s operations with its strategic goals. | Financial leadership and strategic advisory services to guide your business through critical growth and major transitions. |
|
Who |
Owners in need of consistent and dependable bookkeeping to maintain compliance and a clear understanding of their historical financial performance. | Companies in need of robust financial data and insights to inform strategic planning, improve operations and prepare for growth. | Companies seeking expert financial guidance to achieve specific next phase objectives such as growth or an exit plan. |
|
Why |
For a solid foundation of financial clarity and visibility for decision-making. | To empower leadership with actionable insights for data-driven decision-making. | To access seasoned financial expertise and drive strategic initiatives. |
Learn more about each level and explore everything that's available to you.
Establish
- Transaction processing
- Comprehensive review
- Monthly meeting
- Year-end review
- Accounts Payable
- Accounts Receivable
- Payroll
- Sales Tax
- WIP / Inventory
Starting at $750/month
Empower
- Budget Management
- Cash & Spend Management
- Regulatory & Compliance
- Internal Controls & Processes
- Grant Reporting
- WIP & Inventory Management
- Dedicated Controller
- Metrics Development
- Market Analysis
- Inventory Analysis
- Program Analysis
Starting at $1200/month
Evolve
- Financial Strategy
- Actional Management Advice
- Executive-Level Leadership
- Stakeholder Relations
- Business Management & Strategy
- Capital Management & Strategy
Starting at $1000/week
Income Tax Preparation
We can also help with your Income Taxes! Why deal with the hassle and stresses of tax preparation? Leave it to the pros. We prepare and file your taxes accurately and on time so it’s one less thing you need to worry about.
