What We Do

We love working with non-profits, small businesses,and high performing entrepreneurs. Our clients Rock and working with them is well, fun! We desire to be your trusted resource in all of your growth stages. We like to stay one step ahead of our client’s needs, proactively exploring ways to improve their bottom line, grow their businesses, and maintain the enjoyment of doing business. We do this through offering  strategic guidance, coaching, interim resources, and full accounting outsourcing.

Services Overview

  • Accounting & Tax
  • Virtual Controller/CFO
  • Consulting
  • Coaching – Growth Strategy Services
  • Bookkeeping
  • Payroll
  • Financial Statements
  • Sales & Use Tax Return filing
  • IRS Correspondences
  • Tax Preparation (Individual & Business)
  • Year-end reporting
  • Budgeting
  • Management Reports
  • Cash Flow Projections
  • Job Costing Profit or Loss
  • Key Performance Indicators, Flash Reporting
  • Practice dashboard
  • QuickBooks or Xero Training
  • New Business Startup & Filings
  • Business Plan Assistance
  • Tax Planning
  • Audit Preparation
  • Growth Roadmap
  • Leadership Development
  • Jumpstart or Reset your business
  • Assessment & Debrief
  • Speaking/Workshops