Let’s Take Your Business To The Next Level
Our proven three step methodology takes your Business to the next level.
Clean Up & Foundation
If you want to increase your profits and cashflow, we need to first get the foundations right. Here we clean up your processes and procedures. If needed, we implement new processes to ensure you are getting the best data possible.
Performance & 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.
Advisory & 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.
Our Services
QBO & Xero Online Support
We can get your subscription at discounted prices and train you on the program.
Financial Reporting
We can handle all of your basic bookkeeping needs and issue tailored monthly financials to you! We can even invoice your clients and pay your bills!
Strategy Session
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.
Payroll Management
We help make payroll easy. With can help calculate and file your payroll taxes, sync your payroll to QBO, assist with time tracking and new hires, as well as customizing onboarding checklists, software and direct deposit setup.
Budgeting
Whether for your business or personal expenses, we can help you create a plan and help you monitor and track all your expenses so you can limit spending, pay down debt and increase your available cash.
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.
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.
Income Tax Help
Need help filing taxes or advice from a CPA? We can help! We can connect you or partner with a CPA to help answer all your tax questions.
Other
Don’t see a service listed. That’s okay! We offer a wide variety of services that cover everything from sales tax filing, cash collections and payments, and much more. Set up a free call so we can customize a package for you!
Why It Works
Our three step methodology works because it takes a holistic approach to your business. Since we focus on helping Real-Estate businesses, 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.
Let's Get Started
book a FREE discovery call
Book an absolutely free, ZERO obligation discovery call so that we can talk about your business needs and figure out how to best help you help your business grow. Schedule a call at a time that is convenient for you.
too busy? email me.
I understand how busy small business owners can be. You’re wearing more than one hat and sometimes it’s not easy to schedule a specific time for a conference. That’s ok! Shoot me an email. Let’s talk!
Frequently Asked Questions
Every month we will categorize all business related income and expense transactions and issue you a monthly financial statement consisting of a Balance Sheet and a Profit and Loss. These reports will help you understand your business past to make decisions on your business future. They are required in order to do any tax planning or to fund your business with mid-year loans. Unlimited email and text support is also included.
Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly price above. However, additional services are available as an add-on to your basic bookkeeping package. These add-on’s include: accrual basis accounting, detailed financials showing class tracking or job profitability, invoicing, bill payment, payroll, sales tax filing, tax planning and preparation and legal help. Monthly strategy sessions are also available for additional fees.
Once you have selected to enroll in the Basic Bookkeeping package, you will have an opportunity to review additional services in more detail and select those that suit your business best.
A discovery call is where we discuss your specific business needs and whether or not I am best suited to help you. Hey, it’s free. Even if you decide not to go with my company, maybe talking about your problems may allow you to understand them and figure out another route to take. I may also be able to provide some recommendations and resources if my company is not able to help.
Here’s a list of questions for you to think about before we meet:
What types of problems is your business having? Do you feel that you are spending too much time doing back end tasks and not adding additional value to your business? Are you looking for additional resources
Do you have a bookkeeper? Have you been handling your own bookkeeping and just want someone to make sure you are doing them correctly? Are you behind on your taxes? Do you need to clean up your books or catch them up?
Are you unsure of the current status of your books? Would you like to diagnose them to figure out how to proceed and how costly it will be to clean them up or catch them up?
Cleanup: Someone was already handling the bookkeeping but you aren't sure or know that it was done incorrectly.
Catchup: You have not really been keeping track of your bookkeeping in any type of accounting software. You have credit card and bank statements, as well as receipts, but don't have anything entered into the system.
Not sure: That's ok. We can setup a Diagnostic Review
Ideally, our bookkeeping team will need access to your business bank and credit card accounts in order to efficiently complete your monthly financials. Many banks allow for accountant (read-only) access to bank accounts. This access helps us to keep our fees affordable and our efficiency high.
Every business has unique needs. There is no one size fits all formula. Although I do have base packages for basic bookkeeping, the packages are based on the fundamental needs of all businesses. All services beyond basic bookkeeping are determined based on each businesses needs at the time, which can change over time.
Aren’t sure what you can afford? That’s ok. Let’s talk! I can see how I can accommodate your business!
All contract services are one-time projects or month to month contracts, which can be cancelled at anytime. However, there are no partial month refunds. Consulting packages are based on current hourly rate and can be included in other packages or priced separately.
A non-refundable retainer fee is required for all one-time projects, such as bookkeeping clean-up and catchups. A fee schedule will be included within the contract. Any modifications to the scope of work will include an updated contract and fee schedule.
All month to month packages will require the first month’s payment due prior to the start of work.
An engagement letter is required. Once you accept the terms of services, the work can begin.