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Offering a robust line of products to meet your personal and business needs
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It’s like having your own accounting department
When you outsource your accounting work to us, it’s like having a trusted advisor on staff. Our team handles all of your day-to-day accounting tasks so you can focus on what’s important—running your business.
We work collaboratively with you via our advanced, secure website platform to support a streamlined and highly efficient workflow. And because work is performed online, you always have real-time views of your data and financial situation. Best of all, we bundle services for a fixed monthly fee—allowing you to budget effectively and never get an unpleasant billing surprise.
Choose the solution that is right for your business:
Includes:
Maximizing Profitability
- Providing maximum understanding of your financial reporting
- Reconciling bank & credit card accounts
- Review and reclassify transactions to ensure complete accounting compliance
- Monthly preparation and review of financial statement
People & Culture
- Payroll Services – including weekly/biweekly preparation, submitting payroll tax payments, quarterly filings and annual required forms
- Contractor & Vendor 1099’s
- Selection & guidance of retirement plans, team member benefits
Tax Savings & Advisory Services
- Bi-annual tax planning, utilizing comprehensive checklists.
- Correspondence with tax agencies as needed
- Business tax return preparation
- Submission of sales tax and sales tax reports
- Preparing personal business property reports
-
Individual tax strategies & tax preparation
- *additional fees may apply
Business Clarity & Direction
- General business consulting
- Weekly Zoom Q&A meetings with all monthly clients
- Quarterly one-on-one meetings with business owners & our leadership team
- Access to 12 modules of building financial wealth available to entire team
Includes:
Strategic Planning & Review
- Building a roadmap to an $8MILLON enterprise
- SWOT & Competitor Analysis with our leadership experts
- Overall business review with specific strategies and step by step checklists to help grow your business to the next breakpoint
- Tax strategies & saving opportunities
Financial Assessment & Profit Maximization
- Review of financial reports prepared by your internal accounting team
- Evaluation of pricing strategies per product & its COGS
- Assessment & creation of KPIs for your business and industry specific
- Categorizing expenses to meet compliances
Cash Management & Risk Assessments
- Accounts Receivables review and collection procedures
- Accounts Payable policies and assessments
- Monthly budgeting and forecasting guidance
- Debt management
- Internal controls & audits
Growth & Efficiencies
- People, Product & Process – maximizing success
- Best practices for hiring & team member retention
- Associate accountability tools & incentive plans or bonus structures
- General business consulting
- Weekly Zoom Q&A meetings with all monthly clients
- Monthly one-on-one meetings with business owners & our leadership team
- Access to 12 modules of building financial wealth
Includes:
Team member & Partner
- A dedicated team of experts that provide the tools, resources and guidance as your enterprise embarks on the billionaire journey!
- Operations Marketing & Sales
- Financial Planning & Booking Keeping
- Payroll & Human Resources
Vision
- Your dedicated team will work side by side with you on creating a vision for future of your business
- Strategizing a step by step blueprint for your businesses individual needs to be implemented with a continued 30-60-90 plan
- Creating systems that will grow your team both professionally and personally
Strategy
- Weekly one-on-one meetings with business owners, your leadership team and our dedicated experts
- Developing the accountability of each of your department heads and leaders to promote consistent progress and growth
- Providing discipline & results
Inspire
- Dedicated team of business consultants for any obstacles you may run into
- Weekly Zoom Q&A meetings with all monthly clients
- Access to 12 modules of building financial wealth available to entire team
- Inspiring your leaders to build impactful decisions