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KEY BENEFIT
Value-added Professional Mentorship, Collaboration, Expertise, Consultation and Advisory in Business and Personal Financial & Process Management utilizing LEAN PRINCIPLES.
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Highly Skilled & Experienced Accounting and Tax Professionals, specializing in Small Business Management, Process Automation, Innovative Technology Integration (TechStack), eCommerce and Virtual/Remote Services Environments.
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Our goal is to help your business achieve and focus on continuous improvements in areas of:
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INCREASING PROFITS while DECREASING COSTS
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IMPROVED EFFICIENCY across the organization
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ENHANCED CUSTOMER SATISFACTION
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DEVELOP and IMPLEMENT CHANGE MANAGEMENT STRATEGIES (adapting to the new competitive advantage)
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TIME FREEDOM that will provide YOU with MORE PRODUCTIVE OPPORTUNITIES to focus on your Business, Personal, and Family Goals to BUILD, GROW, and THRIVE
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Flexibility of REAL-TIME COMMUNICATION & REMOTE ACCESS to accounting professionals and financial data through:
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CLOUD CAPABILITY
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MOBILE ACCESSIBILITY
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REAL-TIME ACCESS
Business Profile Information
Business Owner/shareholder Information
Guaranteed Processing Time: Pricing
Weekly: 7 Business Days per week $$$
Monthly: 14 Business Days per month $
Quarterly: 4-6 Weeks $
Annual: 4-12 Weeks​​​​​​ $
​​​System & Applications​​​
​Bookkeeping & Accounting
Bookkeeping & Reconciliation Services
Business Owned Accounts​​​​​​
Business Transaction Volume for below Transaction Types
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Customer Invoices & Refunds
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Business Purchases & Refunds
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Payroll Transactions
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Account Transfers
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Credit Card Payments
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Cash & Owner related Deposits & Draws
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Personal (Non-Business) Transactions using Business Accounts
Financial Reporting, Analysis & Data Management
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Financial Review, Analysis & Reporting​
Always Included: Deadline Reminder Emails
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Year End
Always Included: Year End Reconciliations, Adjustments & Financial Statements
Miscellaneous Add-on Services
Administrative Service Add-Ons: