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SERVICES

Bookkeeping and Reporting

Expert bookkeeping and reporting will provide you with the ability to make quality decisions.

Give us the hassling details. We help small businesses increase their profit by optimizing their bookkeeping and providing actionable data that can be used to grow their businesses. Small business owners save an average of 120 hours per year just by taking bookkeeping completely off their plate. When you are free to focus on what you're passionate about, you make more money, increase your profits, and do more things you enjoy. 


Bookkeeping and Reporting services can include a number of things, some or all of the following, based on your needs: 

  • Financial Reporting
  • Reconciliations
  • Categorization management 
  • Payroll processing 
  • Customized and Special Reports (for boards, management teams)
  • Accounts Receivable and Accounts Payable


Pricing begins at $250 per month. 

Click here to download our process and pricing package. 

Bookkeeping Certifications

Strategic Planning

We work for you to help design a plan to maximize the vision of your small business.

Do you ever want to try something new? Have you ever had someone tell you, "We can't do that?" Do you sometimes wish you just had someone in your corner who worked to understand your vision? That's where we come in. We want to help remove the barriers and dream more about the "what ifs?" 


We'll start with a free discovery call to learn about your needs, and then we'll provide you with a proposal of how we can help. The proposal is designed to provide you with a tailored solution. We want to provide you with a clear process to help your business achieve it. Our goal is to provide you with a strategic plan that is ready to implement. 


Strategic plans include many different facets, each based on the need and the project. Strategies we often implement are key interviews, focus groups, board/management team engagement, and productivity software (Basecamp) management within the company. 


Projects are fully customizable, but here are some examples:

  • Personnel restructuring
  • Acquisition (land or real estate)
  • Business expansion and development
  • Transition plans (for key employees)


Pricing is based on the project scope and scale, to be negotiated based on estimated hours and (if applicable) travel. 

What's Next?

Schedule a free discovery call and see what we can do for you. No pressure, no obligation, no hassle. 

Get in Touch

Problem Solving

Because sometimes, $#IT hits the fan.

Face it. Every business faces a crisis or significant tension at some point. We're here to help. You're not alone. With ongoing, monthly one-on-one engagements, we can provide you with the support you need to solve the problems you face. And you'll have the legal guarantee of strict confidentiality.


Sometimes, you just need to talk, other times you need to hear hard truth, and then, sometimes you need a recommendation. Whatever the case, we'll tailor our years of problem-solving skills to your issue and assist with referrals for more specific issues as needed.


We've helped small businesses manage some sticky situations, like:

  • Senior management legal crises
  • HR issues
  • Income depletion 
  • Personal and business owner family crises
  • Key employee/ staff transitions


Pricing begins at $250 per month remote support, month to month contracts. 

What's Next?

Schedule a free discovery call and see what we can do for you. No pressure, no obligation, no hassle. 

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