15 Minute Discovery Call

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

We offer 3 types of system development services:

• Financial System Development 
• Payroll System Development
• Finance and Payroll System Development 

The services are designed to:

• Help you establish or reestablish the proper accounting system within your business
• Understanding your current business performance 
• Implement processes and procedures to better manage your business finances

Prefer not to pay an in-house accountant $50,000 or more per year plus medical insurance? The External Accounting Department is a premium financial service that provides small businesses the opportunity of having a full service accounting department to manage the routine financial duties of the company.  Services range from Accounts Receivable & Accounts Payable Management, Payroll, and CFO Financial Consulting. 

Let us handle your finances monthly while you run your business!

Outsourced Accounting Services are offered at (3) different levels:

• Essential 
• Enhanced 
• Elite!

We offer affordable and ACCURATE tax preparation services for the following:

• Individuals with income from employment
• Self - employed/sole proprietor
• Individuals with income from employment and side businesses
• Businesses 

A discovery call must be booked to discuss the nature of your tax services as well as to discuss items needed to bring to your tax appointment.