Menu Close

Financial Services

Financial Services

Budgeting

Financial
Review

Accounting

Coaching

  • Cash or accrual
  • A/R’s, A/P’s
  • Sales tax
  • Fixed and variable costs
  • Income statements
  • Balance sheet
  • Cash flow
  • Ledger reconciliations
  • Growth, real estate, assets and IT
  • Marketing
  • Cash flow management
  • Full charge bookkeeping
  • Financial statements and reports
  • Monthly, quarterly and year-end review
  • Report preparation for year-end taxes and audit by your CPA
  • B-Corp
  • Transaction categorization
  • Payroll partners
  • Financial consultation
  • Initial set-up for new companies
  • Fractional CEO, CFO, CMO and CTO
  • QuickBooks software installation and set-up

FREE Evaluation

Contact us to schedule an initial no-cost evaluation!