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Services

Helping you make the right decision.

Below you'll see what I offer, If you are needing to take your financial situation to the next level, Take a look at our solutions! 

Transformative Tools

Financial Foundations

  • Bookkeeping

  • A/R Management

  • Reconciliation of accounts (weekly and monthly)

  • Payroll Setup & Management

  • Cash flow management & Solutions

Tax & Planning

  • Small business planning (corp filing / state filing)

  • Tax returns

  • Sales tax returns

  • Business planning

  • Cash flow management

  • Financial advice / goals

  • Projections (monthly, quarterly, yearly)

  • Tax projections

Compliance & Support

  • Filing business registration

  • Statement of Information filings

  • Annual business filings (fees not included)

  • 1099 filings

  • Weekly email communication reviewing goals / projections

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