MORE TIME

You'll have more time to focus on sales, marketing, and customer retention, thus increasing your new and recurring income!  

PEACE OF MIND

You'll have peace of mind knowing that you can call us with any question, comment, or concern that affects your business or personal situation, and we'll be there to help!  

ABLE TO PLAN

You'll be able to plan whether it's for taxes or for other life investments, you'll always know where you stand with monthly financials, and tax planning experts at your fingertips! 

What other benefits do you get?

In addition to more time, peace of mind and the ability to plan your financial life, here are some other great benefits... 

  • Privacy and confidentiality: Privacy and confidentiality are of utmost concern for professionals in the financial world. We know how to keep your information safe. An internal employee may not have the same high ethical standards, or you may not want your staff to have access to all of your financial information. 
  • Lower Payroll Costs: Having an outsourced financial team lowers your payroll costs significantly because you won't have to hire for these positions avoiding wages, payroll taxes, and other fringe benefit costs. 
  • Red Carpet Service: At tax time, those that are organized and ready to roll, get the red carpet treatment...while small businesses that are disorganized and unprepared get put on extension. 

 

Here is a quick glance at all the things we can help you with!

Quickbooks Online Support 

We can get your subscription at discounted prices and train you on the program.


Financial Reporting 

We can handle all of your basic bookkeeping needs and issue tailored monthly financials to you! We can even invoice your clients and pay your bills!


Strategy Sessions 

We are happy to do monthly strategy sessions to help you work through issues and new ideas to plan the future of your business and to discuss the financials in detail. 

 

Payroll and Sales Tax Filing 

Let us help keep you in compliance with the various federal and state agencies. We timely file your payroll and sales tax reports every month and quarter.  


Income Tax Help 

Our team offers stellar tax planning meetings and tax preparation for your business and personal tax returns. 


Legal Needs 

You can book a consult with our legal team to see if your business is fully compliant. We can help you setup your LLC, incorporate your business or register you for any tax ID number you need.