OUR SERVICES
Tailored Solutions for Financial Excellence
Your trusted partner in comprehensive financial services.
Our goal is to provide personalized solutions for growing Small Businesses, individuals, nonprofits, solopreneurs, community-anchored businesses, and more. Explore our diverse services designed to meet your unique needs.
MONTHLY BOOKKEEPING
Elevating Your Financial Management Benefits
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Data entry from statements
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Monthly reconciliation
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Monthly financial statements
FINANCIAL COACHING
Empowering Your Fiscal Confidence
Unlock your financial potential with our dedicated Financial Coaching service. Tailored to your unique needs, our coaching sessions provide guidance, strategies, and empowerment for achieving your financial goals.
TAX PREPARATION
Comprehensive Specialized Services Solutions for Every Entity
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S Corporations
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Partnerships
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Nonprofits
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1099 Reporting
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Business Returns
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Personal Returns
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Tax Planning
Ensure the accuracy and completeness of your financial records with our month-end closing service. Producing detailed Financial Statements, this service is crucial for informed decision-making and strategic financial planning.
Financial Precision
MONTH-END CLOSING
AREAS OF EXPERTISE
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QuickBooks Setup
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Budget Template
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Definition of Key Performance Indicators for Your Business
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Setup Management Reporting from Your Financial System
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Calculation of Estimated Quarterly Tax Payment
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Small Businesses
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Religious Organizations
Guiding Your Financial Journey for Special Projects or Consulting
BUDGETING & CONSULTING
