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OUR SERVICES

What we offer.

FINANCE AND ACCOUNTING 

Budgeting, bookkeeping, and fiscal record analysis to help one reach financial goals and know their financial health. This is for individuals and businesses who need assistance with fiscal activity management.  Services include, but are not limited to, the following:

  • Accounting Management

  • Bookkeeping

  • Budget Models

  • Custom Excel Workbooks

  • Financial Consulting

  • Financial Review & Analysis

  • Grant Management 

  • Grant Proposals

  • Payroll Management

BUSINESS OPERATIONS

Creating, improving, and executing plans for vision grounded operations. This service is for those looking to streamline business operations and workflows and includes, but is not limited to, the following services:

  • Business Organization

  • General Business Consulting

  • Operating Procedures and Documentation

  • Strategic Planning

  • Workflow Implementation

BUSINESS
STRUCTURE 

Unpacking vision for business plans, start-up task execution, and business state and federal registrations. This service is for those who desire help with legal and professional business foundation set-up. It includes, but is not limited to, the following services.

  • Business Plans

  • Business Licensing

  • New Business Registrations

  • Trademark & Copyright Filing

TAX PREPARATION AND ANALYSIS

Filing, amending, reviewing, and discussing all things related to federal & state taxes. This service is for individuals and businesses and includes, but is not limited to, the following services:

  • Annual Tax State & Federal Filing

  • Quarterly/Monthly State Tax Reporting

  • Tax Review and Analysis

  • Tax Planning

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