Our Accounting Services

Financial Clarity Sessions: Consultations

These 60-minute sessions (can be held virtually or in-person) will allow you to gain the financial clarity you desire related to your business, personal or tax concerns.

During these sessions, we will:

1. Discuss & Evaluate Your Concerns

2. Develop REALISTIC Financial Goals

3. Create a Financial Plan (Business Budget, Personal Budget, or Tax Plan)

4. Establish a DETAILED Plan of Action

Accounting Formation Services

These packages are designed to help businesses:

• Develop A Solid Accounting Structure

• Understand Your Current Cash Flow Cycle

• Determine Ways To Increase Your Revenues and Profit Margins while Keeping Expenses Controllable.

We offer three packages for businesses at every stage of business growth.

CFO for Hire Services

Accounting not one of your strengths? Not only will we assist in the formation and/or cleanup of your accounting structure, we will be your FULL-SERVICE accounting department on a monthly basis. We offer two affordable packages which include monthly bookkeeping, payroll, tax filing, QuickBooks management, and so much more!

Tax Filing & Preperation

We offer affordable and ACCURATE tax preparation services for:

Individuals with income from employment
Self - employed/business owner
Individuals with income from employment and side businesses

Tax filing services range from payroll, sales, federal, state, and local taxes.

An income tax consultation must be booked to discuss the nature of your tax needs, as well as, to discuss items needed to bring to your tax appointment.

Corporate Workshops

Employer's are your ready to offer your employees a benefit they'll actually enjoy? Why not offer your employees a PEACE OF MIND through our Financial Employee Assistance Program (F.E.A.P)? Our program is GUARANTEED to provide your employees with the right tools and resources to help them better manage their personal finances.

Your employees will receive on-site services including:

- Quarterly Lunch and Learn Seminar

Budgeting Your Finances
Credit Refresh
Eliminating Debt
Saving for Rainy Days

- Monthly 1 - on - 1 Financial Counseling Sessions