BE INFORMED ABOUT YOUR FINANCIAL DATA

AVOID TAX SURPRISES

MORE TIME FOR THINGS THAT MATTERS

You started a business to serve your clients and make a difference in the world while building financial freedom.

At first, everything was exciting, getting clients, helping them solve their problems, collecting your fees, and depositing into your checking account.

Then, the tax time came to prepare the tax return, and you learned the shocking news that you owe the IRS much more than you initially thought. You didn’t start a business to become an accounting or tax expert. And yet, you may be spending way too much time doing it.

But, you don’t have to. We can relieve you from this burden so you can focus more of your time and energy on things you love.

If the following questions keep you up at night, it’s time for us to chat.

  • Did I file the tax return properly?
  • How much estimated taxes should I pay next?
  • My secretary, or am I inputting all the accounting-related stuff correctly in QuickBooks?
  • Is there anything I can do to minimize my taxes?

We provide three crucial financial and accounting aspects of your business.

  • Tax Preparation
  • Monthly Bookkeeping / Accounting
  • Tax Planning Strategies

Imagine how much further your business could go if you had a financial partner looking out for you.

Imagine how much more time you could have.

You don’t have to do it alone. So let us help you GROW.

SCHEDULE A DISCOVERY CALL

OUR STRAIGHTFORWARD SMALL BUSINESS SUCCESS PLAN

STEP 1 – SCHEDULE A DISCOVERY CALL

We must understand you and your business and assess your challenges to serve your needs best.

STEP 2 – SELECT YOUR CUSTOMIZED PLAN

After our discovery call, we’ll develop a customized proposal with options to empower your business.

STEP 3 – ENJOY YOUR BUSINESS

We’ll work the plan to have more time to enjoy the things you love about your business.

SCHEDULE A DISCOVERY CALL

“I can’t say enough about the great relationship we have with everyone at the firm. They treat our business like it’s their own and make us feel like we are part of their family. They take care of the detailed financials so we can focus on the daily operations. They are forward-thinking and bring ideas to the table. It’s comforting to know our business is in the hands of such a caring and knowledgeable team” – Elizabeth Q.

“Their expertise in accounting and prompt response time to all of our accounting needs have been second to none” – Jim C.

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