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What We Offer

Bookkeeping

In order to get your accounts current, there will be a one time set up fee. The price of this fee will be based on the complexity of your account, as well as the time required to bring your accounts current. Once your account is current you can pay a monthly retainer for account reconciliation, mitigation, and reports to help you stay in control of your finances. Additional services available upon request.

With all the complexities of bookkeeping we like to make it as simple as possible for you with our four step process:

Step 1: Schedule your free consultation. We will assess your business needs & discuss how we can help achieve your financial goals.

Step 2: If we decide to move forward, we will collect all your financial documents & begin the process of setting up Quickbooks. This includes bank records, credit statements, loan documents, shoebox receipts, everything in order to bring your accounts current.

Step 3: We will set up your Quickbooks account, all financial accounts will be assessed, brought current, & input to your Quickbooks account. You are now balanced!

Step 4: Now that your account is current, stay in control of your finances with annual account reconciliation & reporting. You are ready for your CPA!

Legacy Planning

Legacy Planning is the strategic process of ensuring a business’s core values, culture, and mission endure long after the founder’s departure. We focus on the "who" and the "why," identifying the right successors and creating governance structures to protect the company's identity. We aim to secure the human and emotional impact of the business for the next generation. This process includes; Pivoting from tax avoidance to profit demonstration, empowering middle management with budget driven knowledge and incentives, and ensure your authentic culture will endure for the next generation. This action plan incorporates:

  • Financial Reconstruction

  • Strategic Normalization

  • Legacy Preservation

Operational Polishing

Operational polishing is the modernization of systems and streamlining of processes to maximize your company's market value and efficiency. By removing owner-dependency and documenting "tribal knowledge" into standard procedures, it creates a turnkey operation that is attractive to investors. This phase is about de-risking the business, ensuring that the "engine" runs smoothly and profitably without the founder’s daily intervention. This process includes;

  • Digital Modernization

  • Capturing and Producing Clean Data

  • Systematizing “Tribal Knowledge”

Get In Touch

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.