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Let’s Take Your Business To The Next Level

Our proven three step methodology takes your business even further!

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Clean-Up and Procedures

If you want to increase your profits and cash flow, we need to first set your foundations. Here we clean up your processes and procedures. If needed, we implement new processes to ensure you are getting the best data possible.

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Performance and Reports

Now that we have your foundations in place, we can provide you with information rich data and reports. We provide you with up-to-date and comprehensive reports, giving you clarity on the performance of your business.

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Advisory and Growth

It’s time to take your business to the next level! With your foundations and reporting set, we can now advise you on what is needed to increase your company’s profits and performance. We manage everything and give you specific action steps to stay on track and help your business grow.

Why it works

Our three step methodology works because it takes a holistic approach to your business. Since we focus on helping coaches and consultants, we know the ins and outs of what is needed to strengthen your business. We have seen the bumps that come up along the way and are ready to get your business over them and to the next level.

Other Services

Provide a general description of the items below and introduce the services you offer. Click on the text box to edit the content.

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QuickBooks Online Support

First time QuickBooks Online user? Setting up QBO can be daunting. As a Certified ProAdvisor and via partnerships, we can get your subscription at discounted prices, set up your accounts, and train you on the program. 


Payroll and Sales Tax Filing

Let us help keep you in compliance with the various federal and state agencies. We timely file your payroll and sales tax reports every month and quarter. 


Financial Reporting

We can handle all of your basic bookkeeping needs and issue tailored monthly financial reports to you! We can even invoice your clients and pay your bills!


Income Tax Help

Our team offers stellar tax planning meetings and tax preparation for your business and personal tax returns.


Strategy Sessions

We are happy to do monthly strategy sessions to help you work through issues and new ideas to plan the future of your business and to discuss the financials in detail.


Legal Needs

You can book a consult with our legal team to see if your business is fully compliant. We can help you setup your LLC, incorporate your business or register you for any tax ID number you need. 

What other benefits will you get?

In addition to more time, peace of mind and the ability to plan your financial life, here are some other great benefits...

Privacy and confidentiality: Privacy and confidentiality are of utmost concern for professionals in the financial world. We know how to keep your information safe but an internal employee may not have the same high ethical standards. Or you may not want your staff to have access to all of your financial information.

Lower Payroll Costs: Having an outsourced financial team lowers your payroll costs significantly because you won't have to hire for these positions thus avoiding wages, payroll taxes and other fringe benefit costs.​

First Class Service:

At tax time, those that are organized and ready to roll, get the first class treatment...while small businesses that are disorganized and unprepared get put on extension.

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