Business Advisory Services

Where does our cash go? How can we reduce our overhead? How do we encourage our employees? How do I grow? How do I sell? How do we get financing? I am so overwhelmed!

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Have one or more of these questions? Schedule a meeting with us today!

Outsourced Bookkeeping AKA Number History

Just want the basics? Tired of trying to figure out how to do the accounting thing? Just looking to record all of your business expenses so that you have the information at the end of the year to file your tax return?

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We can do that and more!

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We make sure that you have access to your information so that you can invoice your projects as they go. We also hook you up with a sweet Receipt Tracker so that we have support for your business expenses.

Outsourced Controller AKA Number Reporting

So you are interested in knowing how your business is doing on a regular basis? Awesome, so are we!

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We manage your daily accounting needs and provide you with a monthly or quarterly management report so that together we can identify trends and future opportunities for greater efficiency.

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FYI- These packages typically include (but are not required) the following:

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• 1099 Reporting

• Payroll management

• Property tax filings

• Bill payment

• Monthly or quarterly meetings

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Outsourced CFO AKA Number Analytics

We play with numbers for fun! We manage the accounting system, but we take those numbers and develop plans in partnership with our clients to achieve results. Think - Financial analysis/ strategic partnership/ business metrics. 

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Your CFO will run with a purpose to achieve high level results.

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Tax AKA Compliance

Our clients need it, so we get it done timely and with your interest in mind:

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Including but not limited to...Sales, property, payroll, Income, and any other tax you may have a questions about. We can handle. If it is not in our wheel house...we will refer you out to one of our strategic partners.